Prepare with the full story.
Find the proposal and earlier conversation before the meeting.
MADE FOR CONSULTANTS
Bring your expertise.
Keep the context.
Your clients count on you to see the whole picture. Keep the conversations, proposals, project work and financial details together—so you can arrive prepared and follow through with confidence.
Work independently with Solo. Add people and connections with Team.
GOOD WORK. GOOD COMPANY.
For the work that starts with understanding.Arrive prepared. Leave a clear next step.
Turn advice into follow-through.
Give agreed actions a task, an owner and a place in the project.
Keep relationships in view.
Stay close to the people and context behind each engagement.
BEFORE, DURING AND AFTER THE ENGAGEMENT
Good advice deserves
good follow-through.
The value of a client conversation shouldn’t disappear into scattered notes. Connect the agreement to the work that follows, from preparation through delivery.
Take a look inside the workspace- 01
Go into the conversation prepared.
Bring up the client’s email history, relevant documents and project details. Keep the earlier agreement in view before you make the next recommendation.
Past context → a prepared conversation - 02
Give the agreement a next step.
Create tasks and project milestones for what comes next. Keep supporting documents nearby so the action still makes sense when you return to it later.
A useful discussion → an actionable plan - 03
Keep the engagement connected.
Follow the relationship through project delivery and financial context. Manage receivables, bills and transactions in the same workspace as the client work.
Delivery + financial context → continuity
Client management software for a thoughtful consulting practice.
For independent advisors, business consultants and small consulting teams whose best work depends on understanding the client and following through on the details.
An engagement has a home.
Keep contacts, projects, documents and conversations connected to the client. Move between engagements without relying on memory to recover the background.
Explore client relationshipsKeep your knowledge within reach.
Organize proposals and reference documents in the library, write documents and search by meaning. Bring useful company knowledge into the work you do today.
See documents and knowledgeConnect the tools your practice uses.
Keep your existing email. Google and Microsoft calendar sync is included on Solo. Choose Team or Agency when you need more people, Apollo or live bank feeds.
Find your useful connectionsSIDEKICK
An assistant for the context. You bring the judgment.
Ask your Sidekick to help find relevant information in your workspace or prepare the next action. It supports the preparation around your expertise, with review for actions that require your approval.
Meet your AI work partnerIncluded in every plan, with a monthly AI allowance.
A little context goes a long way.
What should I revisit before our next client session?
The proposal includes a review of the operating model. The latest client email adds a question about team responsibilities ahead of that session.
Engagement proposalClient email
Illustrative example · Sample data
A WORKSPACE THAT FITS
Start with your practice as it is today.
Solo gives an independent consultant one connected workspace, including calendar sync. Choose Team for a shared practice of up to five people, or when Apollo and live bank feeds matter to your working day.
Compare plans and every included featureSoloFor your own company
See the current price when choosing your plan.
- Connected mailboxes
- 2
- Document storage
- 5 GB
- Monthly AI allowance
- €10
14-day trial for eligible new companies.
Yearly options available. See plans & pricing.
GOOD QUESTIONS
Good questions. Clear answers.
How does GoodCompany help consultants manage clients?
It keeps contacts, email history, projects, documents, tasks and financial context connected to the client relationship. You can prepare for a conversation, follow agreed work and return to the relevant details in the same workspace.
Can I manage several consulting engagements?
Yes. Organize work into client projects with their own milestones, tasks and documents. This helps keep the context of one engagement separate from another while giving you an overview of your company’s work.
Can Sidekick help me prepare for a client meeting?
You can ask about relevant emails, documents and project details already in your workspace. Sidekick can help surface the context and prepare a next step. The usefulness of its answer depends on the information you have added and connected.
Is Solo or Team better for an independent consultant?
Solo is for one person and includes client work, email, calendar sync, documents, tasks, finances and Sidekick. Team adds seats, Apollo and live bank feeds. The plan cards show current prices, excluding VAT.
Can I control access to consulting documents?
GoodCompany supports member permissions, visibility settings and a company vault with access controls. Configure access around the people and records involved in your practice; teammates do not automatically need the same permissions.
How do I start without moving everything at once?
Start with your mailbox and one active client project. Add the documents and tasks you need for that engagement, then expand from there. Eligible new companies can explore the single-person workspace with a 14-day Solo trial.