For consultancies, from strategy and management to IT and operations.
Run every engagement from proposal to sign-off, and see each one's budget and who rolls off next, week by week.
From proposal to engagement in one step. Every pitch, its value and where it stands.
Keep each proposal with its client, scope, value and decision date, and move it from Drafting to Sent to Won. When a proposal is won, an automation creates the engagement with the client, the fee and the team, so the work starts from what was sold, not from a blank page.
See each engagement's budget while there is time to act. Hours and fees against what the client agreed.
Consultants log time with one click on the deliverable they are working on, and the hours add up on the engagement. Set the fee or budget and the cost of each hour, and you can see how much is used and what is left, in week five of eight rather than at the final invoice.
Billable hours per consultant, every week. From this week's timesheets, not a spreadsheet.
Time is billable by default, so a dashboard can show each consultant's hours this week, how much of it was billable, and how that compares across the team. Partners see who is stretched and who has room before the Monday staffing call, and timesheets export to Excel and PDF.
See who is stretched and who has room. Workload, person by person, week by week.
The workload widget shows how busy each consultant is in every week, by their estimated hours or by the number of tasks assigned to them. It is color-coded: the darker the cell, the busier the person, so in the Monday staffing call you can see who is stretched and who can take on the new engagement.
Clients follow progress and approve changes. On their own page, without a status call.
Each client gets a private page with the deliverables you choose to share and the change requests waiting for them. The sponsor reads a change request and sets its status to Approved or Changes requested; the decision lands on the engagement with their name and the date, ready for the next steering committee.
Ask about your work in plain words. Amo answers from your records.
Amo, Teamo’s assistant, only sees what the person asking is allowed to see. It can also build dashboards and automations, and waits for your yes before it does.
Which engagements have used more than 80% of their budget?
Which proposals are due a decision this month?
Which consultants have tasks due this week?
Questions consultancies ask.
What is the best project management software for a consultancy?
The best fit takes an engagement from proposal to sign-off and shows budget, hours and people along the way. In Teamo, each engagement holds its scope, deliverables, change requests and the time logged against it, partners see budget and staffing from the same records, and clients follow progress on their own page.
Can Teamo track budget burn on an engagement?
Yes. Consultants log time with one click on the work, and the hours add up on the engagement. Set the fee or budget and the cost of an hour, and formula columns show how much is used and what is left, week by week, with a dashboard across all engagements.
Can Teamo show utilization per consultant?
Yes. Time is billable by default, so a dashboard can show each consultant's billable and total hours for any week or month, and the billable share across the team. Timesheets export to Excel and PDF for reviews and invoicing.
Can Teamo show how busy each consultant is?
Yes. The workload widget shows each person’s load by day, week or month, measured by estimated hours or by the number of tasks assigned to them. It is color-coded, so the darker a cell, the busier that person is, and you can see who is overloaded and who has room before you staff a new engagement.
Can clients approve change requests online?
Yes. Each client gets a private page showing the deliverables and change requests you share. The sponsor sets a change request's status to Approved or Changes requested, and the decision is recorded on the engagement with their name and the date. They don't need a Teamo account.
Can Teamo handle invoicing?
Teamo tracks every invoice with its amount, status and due date, linked to the engagement. Invoices are created in your accounting tool, which connects to Teamo through its API and webhooks, so a won milestone can start an invoice there and the payment status can come back.
Other setups. Or describe your own at sign-up.
Every matter keeps its key dates, documents and hours, and clients check progress on their own page.
See what it could look like Accounting firmsEvery client's deadlines, jobs and missing records together, and next period's work created for you.
See what it could look like Architecture studiosEvery project's stages, fees and hours together, and clients sign off decisions on their own page.
See what it could look like