Business Process Automation for Consulting

Business, management, and specialist consulting services. These are the specific problems we see consulting businesses bring to us:

1. Tracking billable hours across multiple clients. Our approach: no mandatory retainer - own it, or have us train your team to run it. This directly addresses the way consulting professionals actually work.

2. Managing project deliverables and timelines. Our approach: everything runs under your accounts with full documentation. This directly addresses the way consulting professionals actually work.

3. Creating and sending professional proposals. Our approach: built for SMB teams of 2 to 200, not enterprise RPA budgets. This directly addresses the way consulting professionals actually work.

4. Maintaining client relationships and follow-ups. Our approach: no mandatory retainer - own it, or have us train your team to run it. This directly addresses the way consulting professionals actually work.

Based on the challenges above, here are the applications we recommend for consulting businesses:

Time Tracking: Billable hours tracker with client allocation. Learn how to build a time tracking.

Proposal Generator: Professional proposal and quote generator. Learn how to build a proposal generator.

Customer Portal: Secure document sharing and project updates. Learn how to build a customer portal.

Each of these can be customised to your specific consulting workflows. We scope the exact features you need during a free consultation.

We measure success by real business outcomes, not feature lists. For consulting businesses, the key metrics are:

Billable utilisation rate: We set up tracking from day one so you can see the impact in real numbers.

Proposal conversion rate: We set up tracking from day one so you can see the impact in real numbers.

Client retention: We set up tracking from day one so you can see the impact in real numbers.

Tech adoption in consulting is at the high level. Consulting is already a tech-savvy industry. The businesses that stand out are the ones with custom tools built specifically for their operations, not the ones using the same platforms as everyone else.

Typical investment: $1000-3000. Most consulting clients see measurable ROI within the first month.

Discovery. You tell us about your consulting business: what is working, what is not, and what you wish you had. We ask about your current tools, team size, and daily workflows.

Scoping and quote. We define exactly what we will build and send you a fixed-price quote. No hourly rates. For consulting projects, this usually falls within $1000-3000.

Build. We build your solution, typically within 2-4 weeks. You talk directly to our founder and lead engineer. No project managers or middlemen.

Launch and handover. We deploy, walk your team through everything, and provide ongoing support. You own all the code and data.

Melbourne CBD has a thriving consulting sector with many boutique firms competing against large players

We have worked with consulting businesses across Melbourne's inner suburbs, outer suburbs, and regional Victoria. Whether you are based in the CBD, Fitzroy, or Geelong, we can meet in person or work remotely.