Win more engagements. Run them with less drag.
The operating platform for boutique consultancies, advisory firms, and independent consultants. Beautiful proposals, signed agreements, and a clean client record — without a stack of disconnected tools.
Win proposals
Sign agreements
Run engagements
What donefy can do for this industry
Scope, sell, sign, deliver — one hot-desk for the whole engagement.
donefy helps consulting firms scope, sell, sign, and run engagements out of a single hot-desk. Build a branded proposal in minutes with scope, deliverables, and pricing tables. Send it, get it e-signed, and convert it into a tracked project. Manage tasks, milestones, communications, and reporting in one place — and use AI agents to handle follow-ups, recap emails, and renewal nudges.
Inside the portal
From first contact to a signed engagement — one pipeline.
Watch a consulting proposal move through every stage in real time: scope, deliverables, pricing, agreement, and engagement kickoff.
Clients
Advisory & consulting accounts
Benefits
Benefits of working with donefy
Five upgrades your consulting practice gets on day one.
Proposals that close
Drag-and-drop builder with scope, deliverables, timeline, and pricing — branded to your firm.
E-sign and contract trail
Agreements, master services, and SOWs e-signed with a full audit log.
Engagement tracking
Convert a signed proposal into a live project with milestones, tasks, and a client view.
AI client comms
Auto-draft recap emails, status reports, and follow-ups grounded in real engagement activity.
Pipeline and forecasting
See deals by stage, weighted pipeline, and win rate — without exporting anything to a spreadsheet.
Consulting — The Opportunity
Companies don't fail from
lack of effort.
Five B2B facts every consulting firm can put in front of a prospect — straight from the data.
Median return on advisory engagements
Across published surveys, businesses that invest in coaching, strategic advisory, or operations consulting report a median ROI of roughly seven times their initial investment.
Aggregate B2B consulting industry studies
It's rarely effort — it's focus
Most companies don't fail from lack of effort. They fail from lack of focus — the exact gap a sharp consulting engagement is built to close.
Operations consulting case studies
Your team's time is the most expensive cost
Your team's time is your single most expensive line item — and the place where a clean process and the right consulting investment compound fastest.
B2B operations benchmarks
Bad processes cost more than bad pricing
Most growing businesses lose more value to bad processes than to bad pricing. Fixing the workflow is the lever — that's the operations consulting conversation.
Management consulting field reports
Ops consulting pays for itself in months
Operations consulting typically pays for itself within 90–180 days — fast enough to matter to a CFO, fast enough to fund the next phase of the engagement.
Boutique consulting engagement data
No credit card required.
Spend less time on admin.
More time on the work.
donefy gives your consulting practice one place for proposals, agreements, projects, and client comms — so billable hours actually stay billable.
Scope fast
Sign cleanly
Deliver focused