💼 FLAIRE for Consulting
Pursuit to deliverable to next engagement on one platform. Pipeline, proposal, SOW, staffing, time and expense, deliverable workspace, billing, and the knowledge library that turns every engagement into the starting point for the next one.
Why consulting firms run their own business worse than their clients' businesses
Most firms run a sales CRM, a separate PSA, a time-and-expense system, a knowledge-management tool, a billing system, and the Friday-night spreadsheet that reconciles it all. The same partners who solve operations problems for clients tolerate a back-office that misses obvious things every week.
Q3 starts and the senior managers find out two key consultants are 20% utilized; the staffing partner scrambles to find work. Without forward-looking utilization views, the firm is always either burning out the top performers or explaining the bench at the partners' meeting.
Engagement priced at 600 hours; team logs 950. Round-three of stakeholder interviews turned into round-six. The change order never got written. The project posts a 30% writedown and the engagement partner avoids the realization conversation.
Three years of due-diligence engagements, and a new senior is still building the diligence framework from PowerPoint memory. Without a knowledge library tied to engagement history, the firm sells the same hours of original thinking over and over.
The senior partner closes deals through her network; the rest of the partnership doesn't. Without an opportunity pipeline, alumni network, and BD-touch cadence, succession looks like a cliff and pipeline depends on three people's golf calendars.
Built for how consulting firms actually deliver and grow
Three persona-based plays. Pick the one that matches your firm — or run multiple under one tenant if you span strategy, technology, and specialist practices.
Independent / Boutique Consulting (1–25 consultants)
Partner- or founder-led, relationship-driven, premium-priced work. The wins come from a positioning site that earns inbound from the right buyers, BD discipline that fills the funnel without diluting the brand, and a clean back-office that doesn't burn the founder's Sunday.
Firm site with practice-area pages, founder/partner bios with publications, case studies, thought leadership (essays, frameworks, talks). The kind of content that earns the inbound call from the buyer you want.
Every opportunity tracked from intro to signed SOW. Alumni and referral network as relationships, not just LinkedIn connections. Aria flags relationships that have gone too long without a meaningful touch.
Project budgets, retainer drawdowns, fixed-fee and T&M billing, expense pass-through, per-consultant utilization, realization per engagement, partner draws computed cleanly.
Per-engagement workspace with secure document exchange, deliverable versioning, stakeholder feedback threads, NDA enforcement, and weekly status that the client actually reads.
Calendar sync for time-block-driven utilization, document sync (Google Workspace, Microsoft 365), accounting handoff to QuickBooks / Xero where the firm already runs books there.
Deep dive into project billing, retainer drawdowns, utilization and realization, partner P&L, multi-currency billing for cross-border engagements, and the firm finance view tailored for consulting practices.
Strategy / Management Consulting Firm (25–500 consultants)
Multi-practice firm with a partner pyramid, formal methodology, and a staffing function that decides who works on what. The play is staffing optimization across the practice, realization discipline at the engagement level, and a knowledge library that earns leverage from every project the firm has ever delivered.
Pursuits tagged to practice and offering, account team per client with relationship strength visible, cross-sell scoring across practices, follow-on opportunity surfacing during the engagement — not after.
Forward-looking staffing model (8-week capacity by level and practice), real-time billable utilization, realization per engagement and per partner, WIP and writedown tracking, multi-currency for cross-border work.
Per-engagement workspace with stakeholder map, deliverable versioning, steering-committee minutes, interview scheduling and notes, sensitive-document handling with the security posture clients expect.
Firm site with practice pages, insights and research publishing, partner profiles with publications and speaking, careers and recruiting funnel that closes the on-campus and lateral candidates the firm needs.
Searchable knowledge library indexed by industry, problem, and methodology. Aria surfaces relevant prior work the moment a new pursuit lands. Methodology templates accelerate kickoff; firm leverage compounds engagement over engagement.
Technology / Specialist Consultancy (implementation, technical, M&A, specialist)
Technical implementation (Salesforce, NetSuite, AWS, data) or specialist advisory (M&A, valuation, transformation). The play is project-mix discipline (fixed-fee vs T&M), partner-program management (ISV and channel relationships), and a managed-services arm that turns project work into recurring revenue.
Direct opportunity pipeline, ISV partner referral inbound, channel-partner co-sell motion, post-go-live managed-services-conversion pipeline. Aria flags accounts whose adoption signals risk of churn.
Mixed-fee billing: fixed-fee phases, T&M change orders, milestone-based, hour-pack drawdowns, managed-service monthly recurring. Per-engagement margin visible against the original baseline.
Per-engagement workspace, sprint cadence, deliverable acceptance flows, post-go-live ticket queue for adoption support, knowledge transfer documentation captured during the project.
Capability pages by platform and outcome, case-study library, accelerator and AppExchange/marketplace listings, training and certification badges that signal real depth to the buyer.
Sync with the platforms the firm implements (Salesforce, NetSuite, AWS, Snowflake, Workday), Jira and Azure DevOps for delivery, partner-portal connectors for co-sell deal registration and lead handoff.
One engagement, pursuit to follow-on
A single engagement from first conversation through delivery and the follow-on conversation that earns the next phase — running across all five products with one client record, one engagement budget, and one source of knowledge.
Practice page or essay ranks for the buyer's problem. Buyer reads, books a discovery call; lead form qualifies by industry, scope, and timing.
Pursuit opens in Nova; Aria surfaces relevant prior engagements, case studies, and consultants with the right experience. Pursuit team builds the proposal against past unit economics, not a blank Word document.
SOW e-signed; engagement workspace opens in Echo with stakeholder map, NDA on file, kickoff agenda, weekly status template, and the deliverable backbone the methodology recommends.
Team logs time against engagement; Atlas surfaces actual-vs-budgeted in real time. At 75% of hours, scope-creep alert fires; engagement lead writes a change order before round-six interviews break the project margin.
Forward-looking staffing model warns of bench risk in 6 weeks; pursuit team queues the next conversation with the right account. Final deliverables auto-tagged into the knowledge library for the next pursuit to find.
Final invoice issued; realization vs budget computed and posted to the partner P&L. Follow-on opportunity already in Nova; alumni-of-the-client added to the network; case study drafted with consent for the next pursuit.
Go deeper on each product
Every FLAIRE product is preconfigured for consulting — pursuit pipelines, engagement templates, methodology starter kits, knowledge libraries, and partner-platform connectors seeded on day one.
Pursuits tagged to practice, account-team maps, alumni and referral relationships, cross-sell scoring, BD-touch cadence, ISV / channel partner pipelines, follow-on opportunity tracking.
See how Nova fits →Forward-looking staffing model, real-time utilization, fixed-fee / T&M / milestone / retainer billing, realization per engagement and partner, partner draws, multi-currency for cross-border work.
Explore Atlas →Firm site with practice and partner pages, insights and research publishing, careers and recruiting funnels, capability and accelerator marketplaces.
Explore Vega →Per-engagement workspace, deliverable versioning, stakeholder feedback, steering-committee notes, NDA-aware document handling, post-go-live ticket queue for tech consultancies.
Explore Echo →Searchable knowledge library, methodology templates, platform connectors (Salesforce, NetSuite, AWS, Snowflake, Workday, Jira, Azure DevOps), forward-looking staffing alerts.
Explore Pulsar →Five products at a discount versus buying each separately. Shared engagement record, shared knowledge library, shared AI — from day one.
See bundle pricing →Compliance baked in
Consulting touches confidentiality (NDA enforcement, document control), conflicts of interest (especially for firms with both consulting and audit/advisory lines), independent-contractor classification (1099 vs W-2), client industry regulations that flow through (HIPAA, GLBA, GDPR), and export controls when the engagement is international. FLAIRE captures the right artifacts so partner reviews, professional-liability audits, and client security questionnaires are routine.
Per-engagement NDA captured and tied to the workspace; sensitive-document access role-restricted with audit log; client-IP marking and watermarking on deliverables; retention enforced per engagement letter.
Per-pursuit conflict check against existing and former clients, adverse-party flags, ethical-wall enforcement for hybrid consulting/audit firms, waiver capture where the engagement letter permits.
1099 vs W-2 classification factors captured per consultant (ABC test, common-law factors), MSAs and SOWs for subcontractors, COI/E&O verification, year-end 1099 prep for IC consultants.
HIPAA BAA when engaging with covered entities, GLBA for financial-services clients, GDPR for EU client data, ITAR/EAR review for engagements touching controlled tech, SOC 2 of FLAIRE itself for security-questionnaire answers.
Pursuit to deliverable to follow-on — one connected platform.
Configure FLAIRE for your boutique, strategy firm, or specialist consultancy in days. Pursuit pipelines, engagement templates, methodology starter kits, and platform connectors seeded on day one. 15-day trial, no credit card.
Consulting templates seeded on day one · Cancel anytime