Consultant Client & Engagement Tracker

Consulting is a juggling act. You're running a discovery workshop for one client on Monday, delivering a strategy deck to another on Wednesday, and scoping a new engagement on Friday - all while tracking billable hours and managing follow-ups across every account. Most tools treat you like an in-house team with one focus area. You need client engagement tracking built for how consultants actually work.

t0ggles gives consultants the engagement tracking and client management they need: manage all your client work on a single board with color-coded projects, give stakeholders controlled access to their deliverables, and maintain the professional presentation your reputation demands - all for $5/user/month with every feature included.

#The Challenge: Why Consultants Need Better Tools

Consulting work has unique demands that generic project management tools fail to address:

You're running multiple engagements simultaneously. A typical independent consultant or small firm handles 3-10 active clients at any time, each at different stages - discovery, analysis, delivery, implementation support. Switching between separate boards or tools for each client fragments your attention and hides the real picture of your workload.

Clients expect visibility but confidentiality is critical. Your clients want to see progress on their engagement, review deliverables, and track action items. But they absolutely cannot see other clients' work, your internal notes, or your pricing models. Most tools force an uncomfortable choice.

Deliverables drive everything. Unlike product teams working in continuous sprints, consulting is deliverable-focused: the strategy document, the assessment report, the implementation plan. You need to track dependencies between deliverables and see critical paths clearly.

Time is literally money. Every hour you spend on administrative overhead is an hour you're not billing. Context switching between tools, creating manual status reports, and hunting for information across scattered systems bleeds profitability.

#How t0ggles Helps Consultants Excel

#Multi-Project Boards: All Engagements In One View

The signature t0ggles feature for consultants is multi-project boards. Instead of managing separate boards for each client, you see all active engagements on a single board with color-coded projects.

Client A's digital transformation sits next to Client B's process audit and Client C's strategy engagement - all visible in one Kanban view. You see what's in progress, what needs attention this week, and what's waiting on client feedback across your entire practice.

Need to focus on one engagement? One click on Focus Mode filters the board to that client alone. Prepare for your client call in a clean, single-project view, then zoom back out to manage your portfolio.

This eliminates the context-switching that destroys consultant productivity. You see everything. You miss nothing. You bill more hours on actual work instead of administrative overhead.

#Guest Users: Client Access With Full Control

Consultants need to share work with clients without exposing internal operations. t0ggles' guest user feature solves this elegantly.

Invite clients as guest users with project-specific access control. They see only their engagement - deliverables, milestones, comments, and progress. They can add comments, provide feedback, and track status without seeing other clients' work or your internal planning.

No more weekly status emails that nobody reads. No more "just checking in" calls. Clients log in, see real-time progress, and stay informed. It builds trust while protecting confidentiality - exactly what consulting relationships require.

#Gantt View: Visualize Deliverable Dependencies

Consulting engagements have clear dependencies: research before analysis, analysis before recommendations, recommendations before implementation planning. Miss a handoff and the entire timeline shifts.

t0ggles' Gantt view with task dependencies makes these relationships explicit. Define predecessors and successors, add lag days for review periods, and see the critical path at a glance.

When a client asks "what happens if we delay the stakeholder interviews?" you show them exactly how it impacts the final delivery date. No guesswork, no spreadsheet gymnastics - just clear visual communication that demonstrates your professionalism.

#AI Task Creation: Capture Meeting Outcomes Instantly

Client meetings generate action items constantly. "We need to schedule the steering committee. Can you send the interview guide? Let's add a competitor analysis to the scope."

Instead of scribbling notes you'll have to transcribe later, type natural language into t0ggles' AI task creation:

"Schedule steering committee for next Thursday, send interview guide to Sarah by tomorrow, add competitor analysis section to final deliverable. All for Acme engagement, tag as client-requested."

The AI creates structured tasks with projects, due dates, and tags. Capture everything in the meeting, walk out with your task list ready.

#Custom Properties: Track What Matters To Your Practice

Every consulting firm tracks different metrics: billable hours, engagement phase, deliverable type, risk level, client priority. Generic tools force you into their categories.

t0ggles' custom properties let you define exactly what you need to track. Create a "Billable Hours" number field, an "Engagement Phase" dropdown, a "Deliverable Type" tag system - whatever matches your practice management needs.

Filter and sort by your custom fields. Report on them. Export them. Your tracking system, not someone else's template.

#Full Change History: Document Everything Automatically

Scope discussions happen in every consulting engagement. When clients claim "we discussed this in our first meeting," you need documentation - not memory.

t0ggles maintains full change history for every task: who created it, who modified it, what changed, and when. Every comment, status change, and edit is logged with timestamps and user attribution.

This protects both parties. The original scope is documented. Change requests are tracked. When scope discussions happen, you have a clear record that keeps the engagement on track and the relationship healthy.

#Board Automations: Eliminate Repetitive Updates

Consulting workflows have predictable patterns: when a deliverable moves to "Client Review," notify the client contact. When something is marked "Blocked," alert the engagement lead. When a task is created in "Discovery," assign it to the research team.

Board automations handle these repetitive updates automatically. Set triggers based on status changes, due dates, or task creation. Define actions: assign users, change status, send notifications, update fields.

You focus on high-value advisory work. t0ggles handles the administrative choreography.

#Calendar Integration: Never Miss A Deadline

Consulting runs on deadlines: client meetings, deliverable due dates, steering committee reviews, contract milestones. Missing any of them damages your reputation.

t0ggles' Google Calendar integration syncs task due dates bidirectionally. Deadlines appear in your calendar. Calendar changes update t0ggles. You see everything in one place without manual synchronization.

Add reminders for critical deadlines. Get notified before the steering committee presentation, not the morning of.

#Consultant Workflows In t0ggles

#Multi-Client Practice Management

Create a single board for all active engagements. Each client gets a project with a distinct color. Standard statuses work across engagements: Backlog, In Progress, Client Review, Approved, Complete.

Weekly planning? See all tasks across clients in List view, sorted by due date. Client prep? Focus Mode on their project for a clean view. Capacity planning? Board reports show workload distribution across your team.

Guest users give each client access to their engagement only. They see deliverables, milestones, and progress without seeing your other work or internal discussions.

#Strategy Engagement Delivery

For a multi-phase strategy engagement, create a project with clear deliverable structure: discovery interviews, current state assessment, gap analysis, recommendations development, executive presentation, implementation roadmap.

Use task dependencies to enforce the sequence: discovery gates analysis, analysis gates recommendations. Gantt view reveals the critical path and highlights schedule risks before they become problems.

Custom properties track engagement-specific data: interview completion rate, stakeholder sign-offs, risk flags. The client sees a professional project timeline. Your team sees the operational detail needed to deliver excellence.

#Ongoing Advisory Relationship

Some clients need ongoing advisory support rather than discrete projects. Create a dedicated project, use tags for request categories (Strategic, Operational, Ad-hoc, Standing Meeting), and track hours with custom properties.

Monthly reporting pulls directly from t0ggles: requests handled, hours invested, value delivered. No separate time tracking tool, no manual report assembly.

Public task submissions let advisory clients submit requests directly. They fill out a simple form, you review and prioritize, they see progress as you work. Responsive service without email chaos.

#What Consultants Need vs What t0ggles Delivers

What Consultants Need	How t0ggles Delivers
Manage multiple clients in one view	Multi-project boards with color-coded engagements
Give clients visibility into their work	Guest users with project-specific access control
Visualize deliverable dependencies	Task dependencies with Gantt view
Capture meeting outcomes instantly	AI task creation from natural language
Track practice-specific metrics	Custom properties for hours, phases, deliverable type
Document scope and changes	Full change history with timestamps
Automate repetitive updates	Board automations on status, dates, and creation
Sync deadlines with calendar	Google Calendar two-way integration

#Why Choose t0ggles Over Alternatives

Consultants have tried the usual tools. Here's how t0ggles compares:

vs Asana: Asana works but costs significantly more - $10.99/user on Starter, $24.99/user for Advanced features. Guest access requires workarounds. The interface complexity slows down lean consulting teams.

vs Monday.com: Monday looks polished but pricing escalates quickly with seats and features. The per-user model punishes you for adding client stakeholders.

vs Trello: Trello's simplicity is also its limitation. No native dependencies, no Gantt view, no guest access control. Multi-client management requires separate boards and power-ups that add friction.

vs ClickUp: ClickUp has features but the learning curve is steep. Consultants need to move fast, not spend weeks configuring tool hierarchies.

t0ggles gives consultants the multi-client management they need without enterprise complexity or enterprise pricing. One board, all engagements, full control.

#Simple, Consultant-Friendly Pricing

No per-client charges. No feature tiers. No surprises.

$5 per user per month (billed annually) includes:

• Unlimited boards, projects, tasks, notes, and files
• Unlimited guest users (clients don't count against seats)
• Custom domains for public boards
• AI task creation and text assistant
• Task dependencies with Gantt view
• Board automations and reports
• All integrations (Zapier, Google Calendar, GitHub, Figma)
• Real-time collaboration with change history
• MCP Server for AI assistant integration

Your team pays. Your clients get free access to their engagements. That's consultant-friendly pricing.

14-day free trial - bring your practice and test with a real client engagement.

#Get Started Today

Your consulting practice deserves tools built for how you actually work - multiple clients, controlled access, deliverable-focused tracking. t0ggles gives you the multi-engagement management, client collaboration, and professional presentation to run a better practice without the complexity or cost of enterprise software.

Start your free trial and see why growing consulting practices choose t0ggles.

#Related Templates

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• Structura Engineering - Project phases with budget tracking
• GreenPath ESG - ESG consulting with certifications