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FirmFlow

For Consulting Firms

Project management meets client management

Proposals, contracts, milestone tracking, time logging, invoicing, and a client portal — one platform for the entire engagement lifecycle.

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Engagement management

Create engagements with budgets, deadlines, and custom types. Track progress from proposal to completion in real-time.

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Proposals & e-signatures

Send proposals and contracts for signing. Draw-to-sign on any device. Full audit trail. No DocuSign subscription needed.

Time tracking per project

Track hours per engagement, per team member. One-click timer. See exactly where your team spends their time.

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Milestone invoicing

Invoice per milestone, per hour, or on a retainer basis. Clients pay online. Recurring invoices for ongoing engagements.

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Client collaboration portal

Share deliverables, collect feedback, and get sign-offs through a branded portal. Clients see only their projects.

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Real-time communication

No more scattered email threads. Discuss project updates with clients in a secure, organised messaging system.

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Revenue analytics

See revenue by client, by project type, by team member. Identify your most profitable engagements and clients.

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Multi-currency for global clients

Invoice in GBP, EUR, USD, CHF, and 6 other currencies. Perfect for consultancies with international clients.

"We tried Clio, ShareFile, and PandaDoc separately. Combined cost was over £300/month. FirmFlow does everything for £29."

— Lisa van der Berg, Director at Nordic Consulting, Amsterdam

Focus on consulting, not admin

£29/month flat. No per-user fees. Set up in 20 minutes.

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