For consultancies Advisory, professional & specialist services

Keep every engagement clear from discovery to handover.

Plan the phases, reviews and client approvals in one place. Your team sees what can start next, and clients can follow the work you share with them.

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✦ Free forever for two people · Clients never cost a seat · Unlimited engagements on every plan

Acme: Operating model review · live flow

Clear delivery

See the work between the milestones

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Make client actions visible

Include data requests, interviews and approvals in the project plan.

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Balance work across engagements

See what each consultant can work on across all active clients.

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Share current progress

Give clients a live view of completed work, active tasks and next steps.

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Reuse proven plans

Start repeat engagements from a saved template.

How an engagement runs

One plan for your team and the client

Put client tasks and internal work in the same flow, with clear owners and handoffs.

Everyone can see what is waiting

A review stays visible until it is complete, along with the work it is holding up.

✓ Phase gates: analysis can't begin until the data hand-over is genuinely complete
✓ Reusable engagement templates so the eightieth review starts fully mapped
✓ Workload across every live engagement, before you commit a consultant to a fourth
✓ A client view that replaces the status call, updated by the work itself

✓Discovery workshopsphase 1 · doneSP

✓Data hand-overclient · doneClient

▸Interim findings reviewready · with client · 4 daysClient

🔒Final recommendationsblocked · needs review

🔒Handover & closeblocked · needs sign-off

Before the proposal

A Brainstorm for the questions, before the plan

Every engagement starts with more questions than a phased plan can hold. Get the discovery questions, hypotheses and interview list out on an open canvas first, then phase-gate the delivery once the shape is clear.

Acme's operating model review started as a Brainstorm: who to interview, what data to request, and a set of early hypotheses to test rather than assume. None of it was a task yet, just ideas the team could tag, discuss and own before the engagement plan above existed.

See how Brainstorms work →

What it isn't

Works alongside time and billing tools

Flowral manages the delivery plan: phases, tasks, dependencies and approvals. It does not track time, set billing rates or create invoices.

Map one engagement. Share it with the client.

Free for two team members. Clients and guests are free on every plan.

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Consultancy questions, answered

Does Flowral track time or produce invoices?

No. Flowral manages project delivery and works alongside your time and billing tools.

We run the same engagement shape repeatedly. Can we reuse it?

Yes. Save an engagement as a template and reuse its phases, dependencies and approval gates. Saving templates is available on Pro.

Can two clients ever see each other's work?

No. Clients see only the projects shared with them, not your workspace or another client's work.

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