Client management, built for solo consultants.

What makes a consultant's workflow different

Most client-management tools assume a transactional, project- based engagement, book a session, deliver the artifact, send the invoice, move on. That fits wedding photographers and graphic designers neatly. It fits consultants less well.

Consulting engagements are longer, more relational, and often recurring. The proposal is a real SOW, not a package picker. Billing is sometimes hourly against an estimate, sometimes fixed-fee with milestones, sometimes a monthly retainer. Discovery is a real sales motion, not a quick intake form. Scopivo handles all of that without piling on the creative- industry features you'll never use.

What's actually built in

Every capability below is shipped today. Pro features are marked.

• Statement-of-work proposal templates with rich text and packages
• Retainer billing via recurring invoices (Pro)
• Payment plans with milestone-based installments (Pro)
• Time tracking with in-app timer for hourly engagements (Pro)
• Booking calendar for discovery and check-in calls (Pro)
• Multi-currency: USD, EUR, GBP, CAD, AUD
• Stripe Connect, clients pay your Stripe account, no platform fee
• Workflow automations on the engagement lifecycle (Pro)
• Custom email templates per event (Pro)
• Client portal with only your branding
• PDF export of every signed SOW and contract
• CSV export of clients, invoices, time entries on any plan

What Scopivo doesn't do yet

Honest list of what's missing. If any of these blocks your workflow today, Scopivo is the wrong fit until we ship.

• Multi-user / firm-style accounts (on roadmap)
• Multi-brand support for consultants running multiple practices
• Built-in expense tracking (use a dedicated accounting tool)
• Native mobile apps (web is responsive)

Pricing for solo consultants

FAQ

Does Scopivo handle retainer engagements?

Yes. Set up a recurring invoice (Pro feature) at the cadence you want: monthly, quarterly, or annually. Scopivo generates and sends the invoice on schedule; the client pays through your Stripe; the workflow automation closes the loop with a thank-you email. The retainer doesn't need to be redrawn each month.

What about engagements where I bill hourly against an estimate?

Track time against the project (Pro feature). Each entry has a date, duration, description, and rate. When you generate the invoice, Scopivo pulls the billable entries from the time period; you review, edit if needed, send.

Can I split a fixed-fee engagement into milestone payments?

Yes, via payment plans (Pro). When you create the invoice, define the installment schedule. For example: 25% deposit on contract sign, 25% on midpoint review, 50% on final delivery. Each installment generates its own payment link, and Scopivo tracks payment status per milestone.

How do I send the SOW for client signature?

Scopivo handles proposals and contracts as separate documents linked by the same engagement. The proposal is the commercial side (scope, deliverables, fees, terms); the contract is the legal side (jurisdiction, IP, confidentiality, indemnification). Accepting the proposal triggers a contract draft via automation; you finalize the contract and send for e-signature. Both parties sign in their browser; everyone gets a PDF.

Can I bill in different currencies for international clients?

Scopivo supports USD, EUR, GBP, CAD, and AUD as the organization currency. You can set one currency for your account; all proposals, invoices, and reports render in it. Stripe handles cross-currency settlement on the payment side, your US Stripe account can accept EUR card payments from a European client at the prevailing rate.

Will my consulting clients see any "powered by Scopivo" branding?

No, not on proposals, contracts, invoices, or the portal. The documents and portal carry only your brand. Outbound emails do include a small "sent by [your firm] via Scopivo" attribution for deliverability (industry standard for transactional email), but the documents themselves are 100% yours.

What does the free year actually let me do?

1 active client, 1 active project, 3 invoices per month, 1 contract template, 1 proposal template, client portal, e-signatures, Stripe payments, email reminders. Enough to run a single client engagement end-to-end. Pro removes the caps and adds time tracking, recurring invoices, payment plans, workflow automations, scheduling, and email templates, for $19/mo or $190/yr annual.

Can my partner or junior consultant share my account?

Not today. Scopivo is single-user per account; multi-user is on our roadmap but not shipped yet. Solo consultants and one-person advisory practices are the fit today. If you currently work with a partner or have a junior consultant who needs their own login, wait for our multi-user release.