Join.To.IT builds consulting CRM and delivery software for firms that sell projects: pipeline from first conversation to signed statement of work, staffing against utilisation, and a place to reuse the work you have already done. This is the operating system of your practice — not a legal matter file, and not a marketing retainer board.
Consulting firms lose margin in the gaps: a CRM that stops at “won”, a spreadsheet for who is on which project, statements of work that live in email, and slide decks that never become reusable IP. Partners cannot see utilisation until the month closes, and teams rebuild analysis that already exists in last year’s folders.
We build platforms where the opportunity, the SOW, the team, and the artefacts of delivery stay connected. Fee earners see what they are staffed on; partners see pipeline and bench; the next proposal starts from work the firm already paid to create.
Start with pipeline and staffing — the two places consulting firms typically run on spreadsheets — then extend into SOWs and knowledge.
A CRM modelled on advisory sales: accounts, buying committees, qualification, and a weighted pipeline partners actually trust.
Proposal assembly and SOW versions tied to the opportunity, with scope, fees, and assumptions that survive into delivery.
Who is available, who is committed, and what that means for utilisation — before you over-promise a start date.
Workstreams, milestones, and change control so delivery tracks the signed scope instead of a parallel project tool.
A searchable library of methods, decks, models, and anonymised deliverables so the next team does not start from a blank slide.
A portal for workshops, working papers, and status — built for consulting delivery, not legal discovery or campaign assets.
Consulting AI is useful when it shortens pursuits and first drafts from your own methods, not when it invents a strategy the partners have never seen. Review stays with the team that will sign the work.
Our Join.To.IT AI development team connects these capabilities to your CRM, SOW archive, and knowledge library.
Pull relevant prior engagements, methods, and credentials for a new opportunity, with links back to the source files.
Draft scope, approach, and assumptions from templates and the opportunity record for a partner to edit and approve.
Suggest consultants by skills, seniority, and availability against the SOW, leaving allocation decisions with the staffing lead.
Summarise closed projects into reusable notes so IP is not trapped in a forgotten SharePoint folder.
Assemble weekly status from milestones, RAID items, and time logged, ready for the engagement manager to send.
Most consulting firms will not rip out accounting or email. We integrate CRM and calendar, document stores, e-signature, identity, and the billing or practice system that already invoices clients.
Won opportunities become engagements without re-keying the SOW, and time against a project lands where finance expects it.
Horizontal CRM products stop at the sale. Consulting needs the sale, the SOW, the bench, and the knowledge loop in the same model, which is why firms outgrow a sales tool plus a project board plus a shared drive.
You sell scoped work, not seats or retainers as the default unit, so CRM must hand off into staffing and delivery.
Over-staffing a pursuit or leaving seniors on the bench is invisible until a generic tool’s report arrives too late.
If scope lives only in a PDF, change control and milestone reporting become arguments instead of records.
Methods and prior analysis walk out with people unless the system captures and licenses reuse inside the firm.
When pursuit data and delivery data disagree, pricing and hiring decisions are made on the wrong picture.
The same Join.To.IT delivery process, applied to pipeline, SOWs, staffing, and knowledge reuse.
Map how opportunities are qualified, how SOWs are approved, and how staffing actually happens — including the shadow spreadsheets.
Define accounts, opportunities, SOWs, people, and artefacts, plus integrations to billing, calendar, and document stores.
Design a pipeline board partners will open and a staffing view that answers “who is free next Monday” in a few clicks.
Build CRM and staffing first, then SOW control, delivery against scope, and the knowledge library.
Test pipeline math, utilisation reports, SOW versioning, permissions between service lines, and export into billing.
Pilot with one service line, migrate live opportunities and closed-file IP, then roll out staffing firm-wide.
We choose technologies based on firm size, how partners work on the road, and the billing and document systems you already depend on.
Practical answers for managing partners, COOs, and practice operations leads.
