Run your consulting practice, not a pile of spreadsheets.

Track the firms you work with, work their cases in the same encrypted workspace, and bill from the hours you log. Clients pay from a link, by card or bank.

Create your consultant profile See how it works

Included for verified consultants during the beta.

Clients page: paid this month and outstanding totals, a follow-up due, and each firm with its stage, amount paid and next follow-up

Shown with a fictional sample practice.

Marketplace fee on your own clients: None
When a client pays online: 3%
Accounts your clients need: Zero

From first call to paid invoice

1 · Track

Every firm, every conversation

Log calls, emails, meetings and proposals as they happen. Set the next follow-up and it shows up on your dashboard the day it's due, so a warm lead never goes cold.

Stages from lead to active and past client
What each firm has paid and still owes

A client page: an interaction log with calls, emails and invoices sent, the open case, contact details and invoice totals

2 · Work the case

Your clients get the full workspace

Open a case for a client in a minute with the terms you agreed. Upload records to the encrypted vault, build the chronology with every entry tied to its page, flag deviations and deliver the report. Invite the attorney to share records whenever they're ready.

Findings flagged by severity, each tied to its source page

3 · Bill

Invoices built from your time log

The hours you log on a case become invoice lines at your agreed rate. Edit, send by email, download a PDF, or mark a check as paid. You see exactly what you'll receive before you send.

An invoice for ten hours of record review, with send, mark paid and the amount the consultant receives

4 · Get paid

Clients pay from their phone

Your client opens the link, sees the invoice under your name and pays by card or bank transfer through Stripe. No sign-up, no password. The money goes to your own payout account, and the invoice marks itself paid.

The client's invoice page on a phone: invoice INV-0002 for $1,100 with a Pay securely button

Screens shown with a fictional sample practice. No real client data.

Questions

Do my clients need an account?

No. They get an email with a link to the invoice, can download it as a PDF and pay by card or bank transfer from their phone. Attorneys can join the case workspace later if they want to share records there.

Is there a marketplace fee on my own clients?

No. Cases you bring are yours: no bidding and no 10% marketplace fee. If a client pays an invoice online, a 3% payment fee comes out of that payment. Checks and bank transfers you mark as paid are free.

How do I get paid?

Online payments go straight to your own payout account through Stripe. You connect it once from Billing.

Are my clients' records safe?

Own-client cases use the same encrypted vault, access log and chronology tools as marketplace cases. Only you and the attorneys you invite can open them.

What does it cost?

The practice tools are included for verified consultants while they are in beta.

Bring your clients. Keep your fees.

Verify your RN license once, then take marketplace cases and run your own clients from the same account.

Create your consultant profile