For consultants
Spend more time delivering expertise and less time managing client operations.
Engagement scope, billable milestones, and retainer billing don't need a spreadsheet each. Helmbase keeps the engagement itself as the source of truth.
What gets in the way
The parts of running client work that shouldn't take this much effort.
Scope and deliverables tracked in a separate doc from the invoice
Retainer billing means remembering to invoice on time, every time
Clients asking for status updates you have to compile by hand
No clean record of what was agreed to versus what was delivered
How Helmbase fits
The engagement, the deliverables, and the billing stay in one thread.
A proposal defines the scope and deposit. Milestones track what's been delivered and what's next. Recurring invoicing handles retainer billing on autopilot, and your client sees progress in their own portal — without a status call.
Built for this
The parts of Helmbase that matter most here.
Projects & MilestonesDeliverables your client reviews and approves themselves.Recurring InvoicingRetainer billing that goes out on schedule, automatically.Invoicing & PaymentsMilestone-based billing tied directly to delivered work.Client PortalEngagement visibility your client can check on their own.
What changes
What you get out of it.
- Less admin overhead per engagement
- Retainer billing that doesn't depend on you remembering
- Clients get visibility without asking you for it
Run your client operation with Helmbase.
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