For consultants
Client management, built for solo consultants.
Scope-of-work proposals, retainer billing, time-tracked engagements, and a booking calendar, all in one tool that doesn't assume you're a wedding photographer. Designed for solo consultants and small advisory practices that want a clean, branded experience for their clients and a predictable price for themselves.
Free, with limits. No credit card. Your own Stripe, your own branding.
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.
A consulting engagement in Scopivo
Discovery to delivery, end to end. Each step links to the next via automation rules you control.
- 1
Discovery call
Share your scheduling link (Pro). The prospect picks a time, answers the intake questions you defined, and lands on your calendar. No third-party scheduler, no separate intake form tool.
- 2
Statement of work
Build the SOW from a proposal template: scope, deliverables, timeline, fees. Include a package picker if you're offering tiered engagements. The client reviews it on a private page that shows your logo and brand color, accepts, and triggers the contract draft via automation (Pro).
- 3
Engagement contract
Contract auto-populates from the accepted proposal. Send for e-signature; the client confirms their email with a one-time code and signs in their browser, then you sign yours. The signed contract, with its signature record, can be downloaded as a PDF from the client's link and from your dashboard.
- 4
Retainer or time-billed engagement
For retainers, set up a recurring invoice (Pro) at the cadence you want: monthly or quarterly. For hourly engagements, track time against the project (Pro) and roll entries into invoices automatically.
- 5
Phased payments
Split larger engagements into payment plans (Pro): deposit on contract sign, milestones in between, balance on delivery. Each installment gets its own payment link; Scopivo tracks which ones have cleared.
- 6
One client record on your side
Every proposal, contract, invoice, and deliverable for the engagement sits on one client record in your dashboard. Your client gets a private link per document, each showing your logo and brand color. Lost the email? Resend the link, or rotate it, from your dashboard.
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)
- Invoice in USD, EUR, GBP, CAD or AUD (one currency per account)
- Stripe Connect, clients pay your Stripe account, no platform fee
- Workflow automations on the engagement lifecycle (Pro)
- Custom email templates per event (Pro)
- Client pages that show your logo and brand color, with no Scopivo upsell
- Expenses with receipts, and a finances dashboard
- PDF download of signed contracts, from the client's link and your dashboard
- Export all of your data from Settings at any time, on any plan
What Scopivo doesn't do
Honest list of what's missing. If any of these blocks your workflow, Scopivo is the wrong fit.
- Shared team logins and seat-based billing
- Multi-brand support for consultants running multiple practices
- QuickBooks or Xero sync, and sales tax or VAT on invoices
- Native mobile apps (web is responsive)
Pricing for solo consultants
Free
$0
with limits, no time limit
1 active client, 1 active project, 3 invoices/mo, 1 of each template. Enough to run a single engagement end to end.
Pro
$19/mo
or $190/yr annual (saves 17%)
Unlimited clients, projects, invoices, templates. Time tracking, payment plans, recurring invoices, workflow automations, scheduling.
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; an automation can send a thank-you email when it is paid. 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. The client confirms their email with a one-time code before signing, and the signed PDF can be downloaded from the client's link and from your dashboard.
- 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. It is one currency per account, so you cannot invoice one client in USD and another in EUR from the same account.
- Will my consulting clients see any "powered by Scopivo" branding?
- Client pages show your logo and brand color and carry no Scopivo upsell. Two things do say Scopivo: the link itself lives on scopivo.com (there is no custom domain), and outbound emails are sent from Scopivo's address under your firm's name, with a small "sent by [your firm] via Scopivo" line in the footer.
- What does the Free plan 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. There is no time limit on it. 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?
- Scopivo is built for solo freelancers. Solo consultants and one-person advisory practices are the fit. If you work with a partner or a junior consultant who needs their own login, a tool built for teams is the better fit.
Scopivo for other freelancers
Do different work, or weighing Scopivo against another tool? Start here.
Ready to run your consulting practice on Scopivo?
Free, with limits. No credit card. Your own Stripe, your own branding, your own workflow.