Consulting Firm Overview

This page summarises the configuration applied when your firm type is Consulting Firm. Use it as a quick reference for what is enabled, what terminology is used, and how the platform is laid out.

Configuration Summary

Setting	Value
Firm Type Key	consulting_firm
Solo Mode	No
Default Landing View	Tasks
Entity Types	Company, Individual
Compliance Bodies	None (no regulatory deadlines by default)

Module Availability

Enabled by Default

Module Key	Display Label	Notes
smart_inbox	Smart Inbox	Gmail integration with engagement-aware triage
tasks	Tasks	Deliverable and deadline management
client_portal	Client Portal	Secure document and status sharing
time_tracking	Time Tracking	Per-engagement time recording
billing	Revenue	Invoicing and payment tracking
project_milestones	Engagements	Milestone-based engagement tracking
contracts	Contracts	Engagement letters and proposals
onboarding_forms	Onboarding Forms	Client intake and project briefs
chat	Chat	Per-engagement team messaging
ai_agents	AI Agents	Document triage and analysis
broadcasts	Broadcasts	Client update distribution

Not Enabled

Module Key	Reason
compliance_calendar	No regulatory deadlines by default; can be enabled
afs_reports	Accounting-specific
management_accounts	Accounting-specific
cipc_secretarial	Accounting-specific

note

The compliance calendar can be activated in Practice Settings > Modules if your consultancy has industry-specific regulatory obligations.

Sidebar Layout

The consulting vertical uses the following sidebar groupings:

Sidebar Group	Contains	Standard Equivalent
Engagements	Projects (labelled "Engagements"), milestones, tasks	Work / Projects
Clients	Entity register, people directory, prospects	Entities & People
Outreach	Broadcasts, client communications	Communications
Revenue	Time entries, invoices, quotes, WIP	Time & Billing
Deliverables	Document management, uploads, templates	Documents

Key Differences from Other Verticals

• No compliance calendar — consulting firms rarely have statutory filing deadlines. Milestones and engagement deadlines are managed through the project milestones module instead.
• Milestone-first workflow — engagements are structured around deliverables and milestones rather than recurring compliance obligations.
• Broadcasts enabled — consulting firms frequently need to send updates and reports to multiple clients, so the broadcasts module is on by default.