Consulting Firm on AtlasOS
AtlasOS for Consulting Firm (consulting_firm) adapts the platform for management, HR, and strategy consultancies. The sidebar is organised around Engagements and Deliverables, with services labeled as Work Packages and compliance deadlines as Milestones.
Default Configuration
| Setting | Value |
|---|---|
| Firm Type Key | consulting_firm |
| Solo Mode | No |
| Default Landing View | Tasks |
| Entity Types | Pty (Ltd), Individual |
Modules Enabled by Default
| Module | Status | Notes |
|---|---|---|
| Smart Inbox | ON | AI-powered email triage via Gmail |
| Tasks | ON | Engagement tasks, deliverable checklists |
| Client Portal | ON | Secure portal for client document exchange |
| Time Tracking | ON | Billable hours per engagement / work package |
| Billing | ON | Invoices, project-based billing, payment tracking |
| Project Milestones | ON | Engagement milestones and deliverable tracking | | Contracts | ON | Engagement contracts — draft, send, e-sign | | Onboarding Forms | ON | Client intake forms | | Chat | ON | Real-time chat with clients via portal | | AI Agents | ON | Autonomous agents for workflow and advisory | | Broadcasts | ON | Bulk email to client segments |
Modules Disabled by Default
Compliance Calendar, Sales CRM (OFF), SLA Tracking, Audit, CIPC/Secretarial, Payroll Obligations, AFS Reports, Management Accounts, Accounting Sync, and all Nonprofit modules.
Compliance Bodies
No regulatory bodies or obligation types are pre-seeded. The compliance calendar is OFF by default.
Terminology
| Standard Label | Consulting Firm Label | Where It Appears |
|---|---|---|
| Client | Client | No change |
| Engagement | Engagement | No change |
| Compliance Deadlines | Milestones | Compliance calendar (if enabled) |
| Service | Work Package | Service type dropdowns, reports |
Sidebar Layout
| Group | Label | Items |
|---|---|---|
| — | (standalone) | Dashboard |
| — | (standalone) | Smart Inbox |
| Work | Engagements | Tasks, Engagements (projects), Calendar |
| Clients | Clients | Clients (entities), Entity Groups, Client Portal |
| Finance | Revenue (expanded) | Time & WIP, Billing |
| Documents | Deliverables | Documents |
| Admin | Administration | AI Agents, Settings |
Key Differences from Accounting Layout
- Work group relabeled to Engagements
- Projects relabeled to Engagements (the project card)
- Documents group relabeled to Deliverables
- Finance group relabeled to Revenue and expanded by default
- Sales CRM OFF by default — Quotes, Proposals, Pipeline hidden unless enabled
- No Compliance group, Workflows, Account Manager, Persons, Bank Statements
- No Financial Reports, Practice Intelligence, Audit & Quality, Activity Log
Key Features
Engagement Management
Projects are relabeled to Engagements in consulting mode:
- Create engagements with defined scope, work packages, and fee arrangements
- Track progress per work package with milestone deliverables
- Assign team members per engagement with role-based permissions
- Link all time entries, invoices, and documents to the engagement record
Work Package Tracking
Services are relabeled to Work Packages:
- Define work packages per engagement with budgeted hours and fees
- Track actual vs budgeted time per work package
- Generate WIP reports per work package, per engagement, or firm-wide
- Milestone-based billing tied to work package completion
Project-Based Billing
Billing is calibrated for consulting models:
- Fixed-fee engagements — Define fixed fees per engagement or work package
- Hourly billing — Billable hours with per-consultant rates
- Milestone-based invoicing — Link invoices to milestone sign-off
- Retainer contracts — Recurring billing with automated invoice generation
Sales Pipeline
The full Sales CRM is enabled:
- Quotes — Client-facing quotes with line items and pricing
- Proposals — Rich consulting proposals with PDF export and e-signature
- Pipeline — Kanban board for opportunity tracking through sales stages
Shared Features
- Smart Inbox — AI email triage
- Time & Billing — Billable hours and invoicing
- Client Portal — Secure document exchange
- AI Agents — Autonomous workflow agents
- Documents — Upload, classify, and manage files