Timer for your business

Consulting firm software: CRM, proposals, automation and AI.

Timer runs a consulting or professional services firm on one system: CRM, proposals, e-signature, engagements, invoices and AI that knows your past work.

01 What it does

What software should a consulting firm run its business on?

Timer runs a consulting or professional services firm on one system: a built-in CRM for clients and pipeline, proposals with e-signature, engagements, deliverable sign-off, invoices and payments. Pallas, Timer's AI, works across all of it and answers from everything the firm has already done.

Most firms run pipeline, proposals, engagements and invoices in separate tools, with the partners as the glue. In Timer the invoice knows which deliverable the client approved.

WINClients worth a partner's timeProspecting finds, checks and scores companies that fit the firm, and Deals keeps every opportunity with its value and next step.

PROPOSEProposals from past engagementsPallas drafts from the firm's credentials, consultant bios and rates, with the source of every claim.

SIGNEngagement letters, signedProposals, statements of work, NDAs and change orders, signed, dated and filed on the client.

DELIVEREngagements that know the scopeProjects, Tasks and Approvals carry the workplan from kickoff to the final report.

BILLInvoices tied to sign-offDeposit, milestone and retainer invoices go out on the event that earns them, and payment follow-up runs whether or not anyone remembers.

KNOWThe firm's know-how, findableFinal reports, workplans and lessons learned become answers, each with its source.

02 A day at the firm

What does a Tuesday at a consulting firm look like on Timer?

On Timer, partners, engagement managers and consultants work from one memory of every client, and Timer keeps track of what was promised, signed and owed between meetings.

08:30The partner's briefPallas lists what needs her: a tender due Friday, a report waiting on the client sponsor, a milestone delivered and not invoiced.

09:40Have we done this before?The bid manager asks about pricing reviews for retailers. Pallas returns two past engagements, their final reports and who ran them.

11:00Steering committeeMeetings transcribes it. The decisions, their owners and the next step of the workplan land on the engagement.

14:15Phase one signed offThe client sponsor approves the report in Approvals, and a Flow sends the milestone invoice the same afternoon.

15:30Two more countries, pleaseThe client asks to widen the study. Pallas checks the signed statement of work and drafts a change order for the engagement manager.

17:50The tender, draftedPallas drafts it from those two engagements, current bios and the firm's day rates. The partner rewrites one section and approves.

See how a firm runs this end to end in the professional services case study.

03 Proposals

How do I write a consulting proposal faster from work the firm has already done?

Timer keeps every past proposal, statement of work, final report and consultant bio in one memory, so Pallas drafts the new proposal from the firm's own engagements and links each claim to its source, for a partner to check and approve.

01FindAsk whether the firm has done this before and get the engagements and the team, not a folder search.

02AssembleCredentials, case studies and the bios of the people you plan to staff go into the draft.

03DraftApproach, workplan, team and fees, written in the firm's voice from its own documents.

04CheckEvery figure and reference links to the engagement it came from, so a stale number is caught before the client sees it.

05SignThe approved proposal goes out for e-signature, and the signed version opens the engagement.

The proposal that won last year sits in one partner's sent folder. In Timer it belongs to the firm.

04 Sign-off and billing

How do I make sure every consulting deliverable is signed off and invoiced?

Timer ties each invoice to the event that earns it: the deposit leaves with the signed engagement letter, the milestone invoice goes out when the client approves the deliverable, and the retainer invoice goes out on its date, with payment reminders sent whether or not anyone remembers.

SIGNEDDeposit with the engagement letterThe signature opens the engagement and sends the deposit invoice in one step.

SIGN-OFFAn approval on recordApprovals records who approved which version of the final report, and when.

MILESTONEInvoiced on approvalThe approval starts a Flow, and the milestone invoice goes out the same day.

CHANGEScope creep, pricedA request outside the statement of work becomes a change order, signed before the extra work starts.

The quieter leak is work delivered and never billed. Ask Pallas which engagements have an approved deliverable and no invoice, and each one comes back with its value.

05 CRM, PSA or one system

Does a professional services firm need a CRM, PSA software and a knowledge base, or one system?

A consulting or professional services firm needs what all three do, on the same client record. Timer holds the pipeline, proposals, engagements, billing and know-how in one system, so nothing is retyped between a won proposal and a paid invoice.

What a consulting firm runs on Timer
What the firm needs	In Timer
Clients, contacts and pipeline with deal value	Included
Proposals, statements of work and engagement letters with e-signature	Included
NDAs and master services agreements filed on the client	Included
Engagements with workplans, tasks, owners and deadlines	Included
Deliverable sign-off by version and date	Included
Deposit, milestone and retainer invoices with payment follow-up	Included
Steering committees and client calls transcribed, with decisions and owners	Included
Past engagements, final reports and bios searchable, with sources	Included

Five tools hold five versions of the same client. One memory holds the client.

06 Partner handover

What happens to client relationships when a partner leaves a consulting firm?

On Timer the client relationship stays with the firm. Every email, meeting, signed document and promise sits on the client record, and a handover passes the departing partner's open engagements and commitments to a successor who inherits every promise.

01Prepared before the last dayTimer assembles the package: open engagements, pending sign-offs, unpaid invoices and every commitment made on a call.

02Signed and acceptedThe departing partner signs the handover, the successor accepts it, and the managing partner approves it.

03Asked on day oneThe successor asks Pallas what was promised to the client and gets the answer with its source: the email, the transcript, the signed letter.

Clients hire the firm, then they trust a person. Timer keeps what that person knew inside the firm.

07 AI and confidentiality

Is it safe for a consulting firm to use AI with confidential client data?

Yes, on Timer. Client data stays in the EU, isolated to your firm's organization and never used to train AI models, and Pallas, Timer's AI, answers from what your firm holds and shows the source of every answer.

ASKHave we advised a retailer on pricing before?The engagements, the final reports and the partners who led them, each linked.

ASKWhat did the client sponsor agree at the last steering committee?The decision, the transcript line it came from and the owner of the next step.

ASKWho rolls off an engagement this month?Answered from engagement end dates and open tasks, so the next proposal can name its team.

Permissions decide who in the firm sees each client's engagement. Nothing reaches a client until a person says yes, and Timer Seal records every consequential action. Read more on how Timer handles data.

08 Cost

How much does Timer cost for a consulting firm?

A consulting firm runs on Timer Business Essential, from €200 a month for the firm. Billed monthly, with no contract.

Business Essential€200/moStarting price, for the whole firm: partners, engagement managers, consultants, analysts and finance on one memory of every client.

Set it against one milestone that was delivered and never invoiced. The firm's memory exports in full if you ever leave. Get started and a person sets up the firm's account with you, whatever its size.

09 Start

How does a consulting firm start on Timer?

A consulting firm starts on Timer by connecting the mail, calendar, Google Drive and Slack it already uses. Timer reads them from day one, with nothing to migrate and nothing to tag.

01ConnectGmail, Outlook or any IMAP mail, Google or Apple Calendar, Google Drive, Slack, WhatsApp and Zoom. Nothing is switched off.

02Let it read the archivePast proposals, final reports and bios already in Google Drive become answers Pallas can cite.

03Run one engagementTake one client from signed proposal to approved deliverable and paid invoice.

04Decide what runs aloneEverything waits for a person's yes until the firm decides a step may run on its own.

Start with the engagement that closes this month, and let its final invoice go out the day the client signs off.

Invoice the next deliverable the day it is signed off

Connect the firm's mail, calendar and Google Drive. Timer builds the memory of every client and engagement from what you already have, Pallas drafts the next step, and a partner approves it.

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