Built for Consultants
Run your consulting practice from one place
Defined scope, signed deliverables, and clear billing. Professional client management without the overhead of enterprise software.
Why consultants struggle with client admin
These are the issues that eat into your time and margins. Sound familiar?
Scope creep that eats your margins
The client asks for 'one more analysis.' You're now three projects deep for the price of one. Clear scope documentation stops this before it starts.
Deliverables reviewed over endless email chains
Report sent. Four email threads of feedback. A phone call. Another draft. Managing consulting deliverables over email is inefficient for both sides.
Retainer and milestone billing confusion
Clients forget what's included in the retainer. They dispute milestone invoices because the deliverable wasn't formally agreed. Documentation resolves this.
Everything you need in one place
Kestern gives consultants the tools to run a professional client workflow — without the admin chaos.
Scoped project briefs
Define objectives, deliverables, success metrics, and out-of-scope items upfront. Client signs the brief before engagement begins. Scope creep stopped cold.
Deliverable sign-off workflow
Submit reports, analyses, and recommendations for formal client approval. Track which deliverables are accepted, under review, or need revision.
Retainer and milestone invoicing
Invoice monthly retainers or on delivery of milestones. VAT-ready. Clear record of what has been invoiced and paid across every engagement.
Client portal for reports and documents
A professional portal to share deliverables and supporting data. Clients review, provide structured feedback, and formally approve — in one place.
One link. Everything your clients need.
Your consulting clients access a professional portal to review deliverables, provide structured feedback, and formally approve work — creating an audit trail for every engagement.
Share your portal link on your website, in your email signature, or on your social profiles. Clients land on a branded page with everything they need — and nothing they don't.
Set up your portal free →Start free, scale as you grow
7-day free trial on every plan. No credit card needed to start.
Perfect for solo operators just getting started.
- Client portal with your branding
- Brief management & workflow
- Professional invoicing
- File sharing with clients
- Up to 2 team members
For growing teams managing multiple clients.
- Everything in Starter
- Team collaboration (up to 5)
- Project assignments
- Activity log & audit trail
- Priority email support
For established businesses with larger teams.
- Everything in Pro
- Up to 15 team members
- Sub-contractor collaboration
- Multi-currency invoicing
- Dedicated support
Start managing your consulting clients today
7-day free trial. No credit card needed. Set up in under 5 minutes.
Start your free trial →