Every Engagement, One Task Board
See every client engagement and deliverable in one place
Keep client deliverables, transformation projects, financial consulting, and project work together with clear status, period, financial year, and assignee.
Client engagement software built
for Consulting agencies
Track client deliverables, project milestones, billable time, and engagement documents in one place your whole team can trust.
Everything a consulting firm's back office needs
Client Deliverables
Consulting reports, presentations, and handover meetings tracked as tasks with client, status, and due date — from first draft to final sign-off.
Project Management
Milestones, risk reviews, and dependency tracking across every engagement — so project leads always know what's blocked and what's next.
Digital Transformation
Technology assessments, software evaluations, and implementation roadmaps organized by client and project, not scattered across spreadsheets.
Financial Consulting
Cost optimization studies, financial analysis, and advisory deliverables tracked with period, financial year, and clear ownership.
Built for the pace of client engagements
Real screens from the product — task boards, deliverable detail, time logging, and client documents your team can rely on.
Every Deliverable, With Full Context
Open any deliverable and see everything behind it
View the client, financial year, due date, assignee, logged time, and task details together — without leaving the main task list or losing context.
Deliverable Detail
Manage every deliverable from one detailed view
See the client, period, financial year, due date, assignee, and billable time together so project leads can review work and track delivery.
Client Documents
Keep every client's engagement documents organized
Give each client a dedicated document space with upload tracking, visibility controls, and a clear record of the files shared throughout the engagement.
Why consulting agencies choose Simplifyte
Track every client engagement and deliverable in one board
See client, period, and assignee context without status calls
Log billable time directly on each consulting task
Keep client documents organized by account, not email threads
Never miss a reporting or handover deadline again
Ready to bring structure to client engagements?
Join consulting teams who've gained full visibility across every account, deliverable, and billable hour.
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