A unified client management platform for consultants and coaches that streamlines the entire client lifecycle from onboarding to billing. Features include automated onboarding workflows with intake forms and welcome sequences, smart scheduling with buffer time and travel considerations, progress tracking with milestone management and goal visualization, session notes with AI-powered summaries, and integrated payment processing with subscription support. Client portal provides self-service booking and resource access.
Consultants and coaches managing multiple clients
Losing clients to poor communication while drowning in administrative work that eats 40% of billable time
No unified platform designed for the complete client lifecycle in professional services
Vercel + Supabase