Agiled gives consultants a single operating layer for client relationships, engagement delivery, and financials. Improve pipeline velocity, protect engagement margins, and eliminate the admin overhead that eats billable hours.
Engagement pipeline visibility
A structured pipeline from first conversation to active engagement. See deal velocity, stage duration, and projected revenue so you can forecast accurately and act on stalled opportunities before they go cold.
Deliverable & phase management
Structure every engagement into phases with clear task ownership. Scoping, active work, client review, and delivered stages give your team and your clients shared visibility into what's done, what's next, and who's responsible.
Time-based invoicing & retainers
Log time against engagements, generate invoices from tracked hours or milestones, and monitor retainer burn rates — so you bill promptly and protect engagement profitability.
Engagement scoping & proposals
Build detailed proposals with phased deliverables, rate structures, and timelines. Send for client approval and convert accepted proposals into projects and invoices — keeping scope locked from the start.
Discovery calls & stakeholder meetings
Let clients and stakeholders self-book from your availability. Calendar sync prevents double-booking, and each meeting links back to the engagement record automatically.
Engagement letters & contracts
Send engagement letters and contracts for digital signature. Signed documents are automatically linked to the client and engagement record, so your team and your clients can retrieve them instantly.
Engagement expense tracking
Log expenses against engagements as they happen. Mark billable costs, attach receipts, and surface them automatically when generating client invoices.
Client portal
Give every client a self-service portal to view engagement progress, download deliverables, approve scope changes, and pay invoices — on their schedule, not yours.
Engagement onboarding automation
Automate your onboarding workflow. When a deal moves to Engaged, trigger welcome emails, generate task checklists, request signed documents, and assign team members — without manual intervention.
How it works
From first conversation to engagement renewal, these consulting workflows run smoothly in Agiled.
Discovery complete
Stakeholder interviews done, fit confirmed. Move the deal from Discovery Call to Proposal Sent in the pipeline.
Proposal delivered
Create a phased proposal with deliverables and rate structure. Track client opens and follow up on time.
Engagement letter signed
Send the SOW or engagement letter for e-signature. The signed document links to the client record automatically.
Project spun up
Convert the deal to an active project. Assign consultants, set phase milestones, and begin delivery.
Built for consulting firms
From discovery to renewal, Agiled keeps your firm organized, your consultants utilized, and your engagements profitable.
Track opportunities from lead through discovery, proposal, negotiation, and active engagement. Monitor deal velocity and forecast revenue with confidence.
Structure engagements into phases with clear task ownership. Scoping, active delivery, client review, and sign-off — every deliverable has an accountable owner.
Log hours against engagements and clients. Track consultant utilization rates and convert time entries into invoices without manual reconciliation.
Support retainer drawdowns, milestone-based invoicing, and hourly billing within the same platform. Monitor retainer burn rates against scope.
Provide clients self-service access to engagement progress, deliverables, and invoices. Reduce status-update overhead and strengthen the client experience.
Build phased proposals with clear deliverables and rate structures. Convert approved scopes into projects and invoices — keeping scope locked from day one.
Let clients and stakeholders self-book discovery calls, steering committees, and review sessions directly from your calendar availability.
Send engagement letters, statements of work, and NDAs for electronic signature. Signed copies stay linked to the engagement record permanently.
Testimonials
“We were losing 6–8 hours a week just reconciling time logs against retainer scopes across spreadsheets. Agiled connected our pipeline, time tracking, and billing — now we see engagement profitability in real time and bill within 48 hours of month-end.”
James Whitfield
Managing Partner, Whitfield Advisory Group
“When a senior consultant left, we scrambled to reconstruct two years of client history from email threads. After switching to Agiled, every interaction and decision lives with the account — onboarding a new engagement lead takes an afternoon, not a week.”
Nadia Okonkwo
Director of Operations, Apex Strategy Partners
“The client portal eliminated our weekly status-update calls. Clients check deliverable progress and download reports themselves. Our consultants reclaimed nearly a full billable day each week.”
Carlos Mendez
Principal, Mendez Consulting Group
Integrations
Connect the tools your firm already uses — calendars, communication, payments, and document storage.
FAQ
Agiled supports both. Set up recurring retainer invoices with automatic drawdown tracking, or use milestone-based and hourly billing for project engagements. You can run different billing models across engagements simultaneously and monitor retainer burn rates against scope.
Yes. Structure engagements into sequential or overlapping phases, each with its own deliverables, timelines, and assigned consultants. Phase milestones feed into billing and client-facing progress reports automatically.
Consultants log time against specific engagements and clients. Agiled aggregates this into utilization metrics so you can see who's at capacity, who has bandwidth, and where to allocate incoming work for maximum engagement profitability.
Yes. Add subcontractors to engagement teams, assign tasks, and track their time alongside internal staff. Bill clients at your contracted rate while tracking subcontractor costs separately to maintain margin visibility.
Agiled is built for consulting firms of all types — management, strategy, IT, and operations. The CRM, project delivery, and finance modules adapt to your engagement model whether you're delivering strategic roadmaps or technical implementations.
Yes. Agiled includes a client portal where stakeholders can view engagement progress, review and approve deliverables, download reports, and pay invoices. You control exactly what each client sees.
Agiled brings your pipeline, delivery, and billing into a single operating layer. Improve utilization, protect margins, and eliminate the admin overhead. Start free.
Resources
In-depth comparisons and recommendations to help you choose the right tools.