Consulting Engagement Tracker
SOW-based engagement management for consultants, advisors, and fractional executives
Ideal For
Included Modules
Pre-configured objects with fields, relationships, and views ready to use.
Engagements
Formal consulting agreements with scope, timeline, and billing details
Deliverables
Track engagement deliverables and milestones
Meeting Notes
Capture meeting notes, action items, and decisions
Invoices
Track invoicing and payment status
Pre-Built Views
Saved filters and layouts to see your data the way you need it.
Pipeline
Kanban view of all engagements by status
Active Engagements
All current consulting work
Deliverables Kanban
Track deliverable progress across engagements
Outstanding Invoices
Invoices pending payment
Built-In Automations
Workflows that run automatically based on triggers you define.
When: Engagement created
Then: Create kickoff meeting task, initial deliverables
When: Deliverable status changes to 'Delivered'
Then: Update engagement progress, notify client
When: Engagement end date in 30 days
Then: Create extension/renewal discussion task
When: Invoice due date approaching
Then: Send payment reminder to client
Install in Minutes
Blueprint Packs install directly into your Coherence workspace. Customize fields, adjust automations, and start using immediately. Your existing data stays intact.