Built for modern consultants
Deliver Exceptional Client Work — Without Administrative Overload
Consulting businesses balance client expectations, project deadlines, billing, and reporting every day. Keep projects organized, track deliverables, send professional invoices, and understand profitability from one system designed to support client-focused work.
- Client Work Organized
- Faster Client Billing
Manage projects. Track revenue. Deliver results.
Focus on Clients — Not Administration
Whether managing multiple engagements or long-term advisory relationships, keep project work, documents, communication, and financial tracking connected. Spend less time organizing spreadsheets and more time delivering value to clients.
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Manage Client Engagements Easily Track consulting projects, milestones, deliverables, and tasks so work stays organized from kickoff through completion.
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Bill Clients Professionally Create estimates, convert approved work into invoices, and accept payments online to improve cash flow and reduce delays.
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Understand Profitability Clearly Monitor expenses, invoices, and project performance so you know which clients and engagements drive the most value.
Frequently Asked Questions
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Quick answers to questions you may have. Can't find what you're looking for? Check out our full documentation.
Yes. Customer profiles connect directly to projects, documents, estimates, and invoices so you can manage multiple engagements without confusion.
Yes. Projects and task boards allow you to organize deliverables, deadlines, and responsibilities across each engagement.
Yes. Upload proposals, contracts, reports, and supporting documents directly inside projects or customer records for easy access.
Yes. Reporting connects expenses, invoices, and payments to projects and customers so you can understand engagement performance in real time.
Core Features
Discover everything
you can do with WorkBalance
Explore our suite of features designed to streamline your operations, drive sales, and enhance customer satisfaction.
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Feel the ease of managing projects & jobs, the power of tracking expenses, and the impact of seeing profit in real time. Start your journey today!