Value nobody sees.
Research, interviews and analysis happen out of sight. Between the kickoff and the final deck, the invoice is the only regular signal the client gets.
FOR CONSULTING FIRMS
Software for consulting firms that bill for expertise
Scope the engagement, onboard the client, show progress between milestones and bill for every hour. Angelwood brings proposals, client updates, decisions, time and invoices into one place for consultancies.
QUICK ANSWER
Angelwood is software for consulting firms. It covers proposals and engagement agreements with e-signatures, client onboarding and document requests, reviewed progress updates, recorded client decisions, time tracking with utilisation reports, and invoices paid through Stripe.
WHO THIS IS FOR
Built for consulting firms and independent consultants that want proposals, client approvals, time and invoices in one place, with delivery staying in their own tools.
THE WORK BEHIND THE RELATIONSHIP
What gets in the way for consulting firms and independent consultants.
Decisions that drift.
A recommendation is agreed on a call, adjusted by email and questioned a month later. Nobody can show when the client said yes.
Scope by conversation.
Extra workshops and analyses get added in passing. Without a signed scope and tracked time, they're never billed.
Utilisation guesswork.
Partners know the team is busy but not whether the hours are billable, approved or invoiced.
FROM SETUP TO SHARED CONTEXT
How consulting firms and independent consultants use Angelwood, start to finish.
From the signed proposal to the paid invoice, with your own tools in the middle.
- 01
Agree the engagement.
Send a proposal or engagement agreement from a template and collect the e-signature in the client portal.
- 02
Onboard the client.
Use the signed scope to prepare an onboarding plan: stakeholders to interview, documents to share and the decision the work should support.
- 03
Run the work in your tools.
Keep tasks in Asana, ClickUp, Monday, Trello or Basecamp. Angelwood syncs with them so progress can feed client updates.
- 04
Show progress and record decisions.
Publish reviewed progress updates on a cadence and ask the client for the decisions you need. Each one is recorded against the work it affects.
- 05
Track and approve time.
Consultants log time against the engagement, submit timesheets for approval, and you see billable hours and utilisation by person.
- 06
Invoice the engagement.
Draft the invoice from approved time for the period, add fixed fees or expenses, and let the client pay online.
SEE IT IN ACTION
Angelwood for consulting firms and independent consultants.
MAKE IT PRACTICAL
How the portal works for consulting firms and independent consultants.
Proposals and e-signatures
Proposals and engagement agreements with e-signatures, plus estimates the client can accept or query.
See the workflowOnboarding plans
An onboarding plan prepared from the proposal or statement of work, reviewed by your team first.
See the workflowReviewed updates and approvals
Reviewed progress updates with source links, and client decisions on the record.
See the workflowTime tracking and utilisation
Timers, timesheet approval, capacity and utilisation reports for every consultant.
See the workflowInvoices and payments
Invoices drafted from approved billable time, with online payment through Stripe.
See the workflowProfitability by client
Compare time value, invoiced and collected amounts, expenses and labour cost for each project or client.
See the workflowGOOD QUESTIONS
Consulting firms: common questions
What software do consulting firms use?
Typically a CRM for sales, a project tool for delivery, and separate tools for proposals, time tracking and invoicing. Angelwood combines proposals, client onboarding, client updates, time tracking and invoicing, and syncs with your project tool rather than replacing it. It doesn't include a sales CRM or accounting.
What is the best software for independent consultants?
Look for one tool that handles proposals, time and invoices without per-feature add-ons, and a client portal so clients aren't chasing you by email. Angelwood's Starter plan covers a small team; compare plans on the pricing page.
How do consultants track billable hours?
Log time against each engagement as you work, mark it billable, and have timesheets approved before invoicing. In Angelwood you can run a timer, add entries manually or turn calendar meetings into suggested entries.
How do I show clients progress on a long engagement?
Send short, regular updates that state what changed, what's at risk and the decision you need. Angelwood drafts updates from your project tool with source links, and your team reviews each one before the client sees it.
Can clients sign engagement letters in Angelwood?
Yes. Send a proposal or agreement from a template and the client signs it in their portal. Have your lawyer review the wording of your agreements.
Does Angelwood replace our CRM?
No. Angelwood starts once the client is engaged. Keep your CRM for pipeline and lead management.
How much does Angelwood cost for a consulting firm?
Plans are priced per firm, with seats and client portals included, and every plan starts with a 14-day free trial. See the pricing page for current prices.
YOUR NEXT STEP
Ready to run client work for consulting firms and independent consultants in one place?
Start your 14-day free trial. No credit card required.