Template · Management consultancy
7 engagements live. 21 deliverables due in 10 days.
A deliverables command center — engagement phases, interview notes, slide assembly, partner review, billing. Wired into Harvest, HubSpot, QuickBooks, Calendly, Notion, Otter. Deploy in 60 seconds.
1,114,909 APIs·
11 adapters wired·
0 config
Your firm, today
Live KPIs piped in from the adapters below. Update in real time.
Active engagements
7
3 in readout phase
Deliverables due (10d)
21
9 at risk
Billable hours (WTD)
318
target 340
Realization
91%
above target
Pipeline MRR
$48K
4 proposals out
Three workflows that run themselves
Every step wired to a live API. Open any step and edit it in the builder.
1 · Interview → insight
Client interviews transcribed, coded, turned into findings.
- Zoom recording to Otter
- Transcription + coding
- Themes clustered
- Findings draft in Notion
- Partner review queued
2 · Deliverable assembly
Pull data, build the deck, route for partner sign-off.
- Airtable data pulled
- PandaDoc slide master
- Partner review SLA
- DocuSign sign-off
- Client portal upload
3 · Billing & retainer
Log hours by engagement, invoice on the 1st, retainer renewal.
- Harvest time export
- QuickBooks invoice per client
- Stripe ACH link
- HubSpot renewal task
- Partner dashboard refresh
Connected to the tools you already use
Live adapters. Bring your own credential.
Harvest
HubSpot
Salesforce
QuickBooks
Stripe
Calendly
PandaDoc
DocuSign
Notion
Airtable
Otter
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