FIRMA for Consultants

Stop managing six tools.
Start managing clients.

FIRMA gives consultants and consulting firms a single platform for SOW contracts, retainer billing, client portals, scheduling, and double-entry accounting — from solo practice to multi-partner firm.

THE CONSULTANT WORKFLOW IN FIRMA
01Send proposal with packages
02Client selects, SOW auto-generates
03E-signature collected, project starts
04Retainer invoice sent automatically
05Deliverables shared via client portal
06Payment hits books instantly
Platform capabilities

Everything a consulting firm runs on.

📋
SOW & Retainer Contracts

Send branded Statements of Work, MSAs, NDAs, and retainer agreements. Clients sign online, you get notified instantly. Full audit trail, every version tracked.

💰
Retainer & Milestone Billing

Set up recurring retainer invoices or milestone-based billing schedules. Auto-charge on renewal, send payment reminders, and track outstanding balances by client.

🔗
Branded Client Portal

Give each client a white-labeled portal for deliverables, project updates, invoices, and contract status. No more emailing files back and forth.

📊
Real Financial Statements

Full double-entry accounting. P&L by client or engagement, balance sheet, cash flow. CPA-ready exports. Nova AI auto-drafts journal entries from your bank feed.

📅
Scheduling & Kickoffs

Let clients book discovery calls, kickoffs, and check-ins directly through your FIRMA portal. No external scheduling tools needed.

🏢
Multi-Entity Support

Running multiple practices or partnerships? Multiplace keeps separate books, separate portals, and separate billing for each entity — one login.

Who uses FIRMA

Built for every kind of consultant.

Solo consultant
Proposals → SOW → invoice → books. One tool, no switching.
Boutique firm (2–10)
Assign team roles, run multi-client retainers, consolidated P&L.
Fractional executive
Separate Multiplace entity per client company, clean books.
Management consultant
Milestone billing, NDA e-sign, client portal for deliverables.
HR / people consultant
Intake questionnaires, scheduling, retainer management.
Financial consultant
FIRMA’s own books as the demo — show clients how it works live.

Start billing like a firm.

14-day free trial. Free migration from whatever you’re using now.

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