A clearer view of every client engagement.
Manage proposals, coordinate your team and keep every project moving.
Explore the full workflow with fictional records. Your changes stay in this private demo workspace.
From first contact to delivery
The entire consulting journey, connected in one place.
Recent activity
Updates recorded in your demo workspace.
This product uses a server-side SQL database and separate anonymous demo workspaces. It is not yet suitable for confidential client information: production accounts, authorization, private file storage, and security testing still need to be implemented.
Clients
Keep every business relationship organized and connected to its proposals and engagements.
Client directory
Fictional company and contact records.
| Contact | Organization | Industry | Status | Engagements |
|---|
Proposals
Price and scope consulting work. Simulate client acceptance to open an engagement automatically.
Create a draft, mark it sent, and simulate acceptance. The accepted proposal opens a real project record with a kickoff task. It is a demonstration, not a real signature or client approval.
Projects
Track project ownership, status, value, and the work needed to deliver on commitments.
Work queue
Move tasks between stages and watch project completion change immediately.
Client portal preview
Present project progress clearly so customers stay informed without constant follow-up emails.
All project information is fictional. A real portal will enforce secure login and limit every client to their own records.
Clarity for every client engagement.
Read-only project updates prepared by Northstar Advisory.
Teams and roles
One workspace, tailored to the person using it. Roles below are the production roadmap, not active security controls in this demo.
Practice manager
Keep a clear view across the firm.
- Review all clients
- Approve fees and work
- Assign project leads
- Monitor the pipeline
Consultant
Focus on assigned work.
- Review assigned engagements
- Update task progress
- Share approved deliverables
- Track time and milestones
Client
Receive only relevant updates.
- View authorized projects
- Review shared milestones
- Upload requested documents
- Give feedback
The public demo is anonymous and should not be used for genuine private information. Next development stages include verified identities, granular authorization, encrypted private files, and tested backups.
Start the demo again
Reset only this browser's synthetic sample records.