Consulting / Advisory
Consulting or advisory firm with timesheet, hourly billing, project management, CRM pipeline, and contract management
Included Modules
All freeEverything you need to run a Consulting / Advisory, ready to go.
Customers
Customer management with CRM features, lifecycle tracking, tags, …
Pre-built Roles
2Role templates for a Consulting / Advisory. Assign them to employees during setup.
Consultant
Manager
Setup Guide
AI AssistantStep-by-step commands to configure your Consulting / Advisory hub in minutes.
Setup Guide: Consulting / Advisory
Configure your Consulting / Advisory hub from scratch using the ERPlora AI Assistant. All commands below are sent to the Assistant at
/m/assistant/.
Step 1 — Describe your business
Send this as your first message to the AI Assistant:
Hi! I have a business consulting firm in London. It's called "NextStep Consulting Ltd". We offer strategic consulting, digital transformation, and change management services to mid-size companies. We bill by the hour and by project. I need to set up the full system.
The assistant will detect your business type and install the right modules. The hub will restart (1-2 min).
Step 2 — Configure everything
After restart, send this complete configuration message:
Perfect, modules are installed. Please configure everything:
- Business info: name "NextStep Consulting Ltd", address "45 Bishopsgate, 4th Floor, London EC2N 3AQ", VAT number GB789012345, phone 020 7890 1234, email info@nextstepconsulting.co.uk
- VAT: 20% not included in prices. Classes: Standard Rate (20%) for consulting services
- Payment methods: bank transfer, direct debit
- Employees:
- Patricia Allen (Consultant, PIN 1234)
- Roger Freeman (Manager, PIN 5678)
Execute everything without asking further questions.
Modules installed
| Module | Purpose |
|---|---|
| contracts | Service contracts and retainer agreements with clients |
| customers | Client CRM with contact history and pipeline |
| invoicing | Issue invoices — hourly, fixed fee, or milestone-based |
| projects | Project management with phases and deliverables |
| tasks | Task tracking per project and consultant |
| tax | Tax configuration — standard rate for consulting services |
| time_control | Timesheet to record hours per project and consultant |
Roles
| Role | Key permissions |
|---|---|
| Consultant | projects, tasks, time tracking, view-only customers |
| Manager | projects, customers, invoicing, contracts, view reports |
Typical use cases
- Record hours worked per project and consultant for time-based billing
- Manage monthly retainer contracts with included hours and overages
- Create projects with phases and deliverables with progress tracking
- Generate profitability reports per client and project
Notes
Professional services sector — VAT not included (B2B). Hourly billing requires an accurate timesheet to justify amounts to the client. Retainer contracts are monthly availability agreements with a set number of included hours. Profitability reports help identify low-margin projects or clients with excessive support demands.
Start your Consulting / Advisory with ERPlora
Create your free account and set up your business in minutes using the AI Assistant. No technical knowledge needed.