Professional Services

Consultancy Firm
IT Portal

Projects, timesheets, client portal — complete consultancy management.

Get This Portal for Your Consultancy Firm → All Verticals
About This Vertical

Built for Consultancy Firm

Built for consulting firms — project scope management, staff timesheets, client deliverable portal, milestone billing and resource allocation.

Vertical-Specific Modules

  • ❦Project & Scope Management
  • ❦Staff Timesheet & Approval
  • ❦Client Deliverable Portal
  • ❦Milestone Billing & Invoice
  • ❦Expense Claim Management
  • ❦Resource Allocation
  • ❦Retainer Management
  • ❦Reporting & Analytics

Included in Every Vertical

✓GST-compliant billing & invoicing
✓Role-based access control
✓WhatsApp & SMS notifications
✓Razorpay payment integration
✓Multi-branch support
✓Mobile-responsive interface
✓Data export (PDF/Excel)
✓Audit log & history
💬

Ready to discuss your consultancy firm portal?

Tell us your setup — locations, team size, current software. We'll scope a deployment in 24 hours.

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Fixed price · Deployed in days · You own everything

Core Features

What makes this vertical powerful.

  • ★Project & Scope Management
  • ★Staff Timesheet & Approval
  • ★Client Deliverable Portal
  • ★Milestone Billing & Invoice
  • ★Resource Allocation
Also Included

Built-in for every deployment.

  • ✓Expense Claim Management
  • ✓Retainer Management
  • ✓Reporting & Analytics
  • ✓Multi-partner Support
  • ✓Data Export
Speed & Efficiency

Features that make your team faster.

Specific tools built to cut manual work and speed up daily operations.

Scope locked with client sign-off
Digital sign-off — scope dispute impossible.
Timesheet reminder every Friday
Auto-sent — weekly submission becomes habit.
Invoice from approved timesheets
One click after manager approval — no manual billing.
Utilisation dashboard live
Know who's overloaded and who has bandwidth.
Milestone alert to PM and client
Both notified — no missed deadlines.
Pain Points

What slows your business down.

Scope creep goes unbilled
Work done beyond scope — no billing mechanism.
Timesheets not submitted
Delayed submission — invoicing delayed — cash flow suffers.
Deliverable versions lost in email
No central version control — confusion and disputes.
Team utilisation unknown
Allocation informal — burnout or underuse both common.
How We Solve It

Our portal handles it all.

Change request workflow
Scope change requires client approval before work starts.
Weekly timesheet reminder with manager gate
Reminder sent, manager approves before invoice.
Client deliverable portal
Version history, client comments, sign-off — all in one place.
Resource allocation dashboard
Who is working on what, utilisation % live.
Side-by-Side Comparison

Without us vs with our portal.

See exactly what changes when you go live.

Area ❌ Without Portal ✅ With Digitruinx Portal
Scope Creep✗ Unbilled, common losses✓ Change request workflow, client-approved
Timesheet✗ Not submitted, invoicing delayed✓ Weekly reminder + approval gate
Deliverable Tracking✗ Email threads, versions lost✓ Version-controlled portal
Invoice Generation✗ Manual, weeks after milestone✓ Auto-triggered on sign-off
Team Utilisation✗ Unknown✓ Live % dashboard per consultant
AI & Automation Flow

How AI makes your workflow seamless.

Every step automated. Click or hover each step to see details.

Project Kick-off
Scope locked with client sign-off, milestones set
Timesheet
Staff logs hours daily, manager approves weekly
Deliverable Submitted
Uploaded to client portal with version history
Client Reviews
Comments in portal, version updated, history kept
Milestone Reached
AI triggers invoice and client notification
Invoice Approved
Client approves, payment link sent
Utilisation
Team % dashboard updated live
Risk & Compliance

Major risks — already handled.

⚠️
Scope disputes
Client disputes what was agreed.
✓ Scope document version-controlled with client digital signature.
⚠️
Revenue leakage
Work done without approved CR — unbilled.
✓ All scope changes require approved CR before work begins.
⚠️
Confidential data
Cross-project access within firm.
✓ Per-project access isolation — staff see only their projects.
Get Started

Ready to digitise your consultancy firm?

Tell us about your setup — locations, team size, current software. We'll scope a deployment in 24 hours.

Fixed price · Deployed in days · You own the code

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One platform. Every business.

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