Software for consulting business owners
Discovery calls, stakeholder interviews and a final presentation are different parts of a consulting engagement. Keep the agreed scope and commercial records together, so a useful conversation can become defined work without leaving approvals, time and billing scattered across your desk.
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The everyday details
A client may ask for operational improvement while expecting a workshop, analysis and written recommendations. Define the actual outputs, the review process and who accepts them before a broad objective becomes an unlimited project.
A quick follow-up call or another revision can be reasonable, but repeated additions change the effort. Without a visible boundary between included work and extra requests, it is difficult to discuss scope while keeping the relationship constructive.
The person arranging interviews may not approve fees or receive invoices. Capture the relevant contacts and billing preferences so the consultant can distinguish day-to-day coordination from a commercial decision.
Research, preparation and synthesis happen away from the client calendar. If the owner reconstructs time only when an invoice is due, the work behind a polished presentation can be poorly represented in the business records.
How Microtra helps
Use the tools that fit your day, with your records ready on your phone or on the web.
Save client contacts, billing preferences and practical notes with estimates, invoices and payment history. Law & professional services uses Case and Client; the label can hold your consulting engagement without implying specialist consulting delivery tools.
Explore this featureBuild estimates around agreed workshops, research, analysis or deliverable stages. Enter quantities and prices that reflect the commercial agreement. Microtra does not write research findings, produce your recommendations or judge whether the engagement objectives are met.
Explore this featureUse a timer or manual time entries for preparation, interviews and review work. Link the entries to the engagement and billing rates, then review the record before deciding what belongs on the client invoice.
Explore this featureEnter expenses and receipt photos for agreed travel or other business costs, distinguishing billable client costs where appropriate. Review income, expenses and outstanding invoices with the underlying records available for your own bookkeeping review.
Explore this featureA day in the life
Discuss the question the client needs answered, the available information and the proposed outputs. Identify the commercial approver and write down the scope before arranging interviews or promising a delivery date.
Add appointments for workshops, stakeholder conversations and review meetings with the relevant staff. Leave preparation and analysis visible in your own work plan rather than assuming the meeting time represents the whole assignment.
Compare the request with the agreed scope. Discuss any change directly and update the estimate or engagement description before continuing, so neither side has to infer approval from a friendly conversation.
Check completed stages, recorded hours and approved expenses. Share the invoice PDF through your device and record payment received elsewhere, while keeping research materials and confidential client documents in your professional document process.
Your words
Choose Law & professional services when you set up Microtra and these are the labels you start with. Change them, and the tools you use, any time in Modules & terms.
Room to get started
Start with a 14-day free trial. No card needed. Compare plans to find the tools and invoice allowance that fit your business.
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Compare plansA few useful answers
The Law & professional services setup uses Case and Client. It is a general business record for the engagement. Linked records start off; enable them in Modules & terms before use if your business needs them.
Use clear invoice descriptions and the quantities or prices matching your agreement. Review which work is covered by the fixed stage before adding time, so the client is not billed twice for the same service.
It supplies general notes, scheduling, time, expenses and invoicing. It does not generate professional consulting analysis or manage specialist research workflows. Use your established tools to develop, review and deliver the advice.
Share an invoice PDF through your device and use the communication channel agreed with the client. Server email delivery is coming soon. Record money received through your existing payment method against the invoice.
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Read the guideSoftware for small business
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