Clientia for consultancies

The client relationship, fully managed.

Consultancies build long-term relationships with clients across complex, multi-year engagements. Clientia manages the infrastructure of those relationships — the contracts that govern them, the retainers that fund them, and the workspace that holds them together.

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No per-seat pricing·14-day free trial·EU & US data residency
C
Northbridge & Co.
Retainer client · since 2024
healthy
ContractMSA · signed
Live
RetainerMonthly · auto-collected
On time
RenewalFlagged at 60 days
58 days
PortalOn your domain
Branded
one record · one source of truth
The friction

What most consultancies live with.

  1. 01

    Multi-year engagements hard to track

    A management consultancy might have 20–50 active client engagements at any time, each with different contract structures, payment schedules, and obligation timelines. Tracking these across CRM fields, calendar reminders, and spreadsheets creates gaps. Clientia holds each engagement as a structured record.

  2. 02

    Renewal conversations missed

    Annual contract renewals are the highest-leverage moment in a consulting relationship — the opportunity to renegotiate scope, adjust pricing, and deepen the engagement. Missing a renewal date or arriving underprepared is avoidable. Clientia flags renewals 60 days in advance.

  3. 03

    Sub-optimal pricing on per-seat tools

    Strategy consultancies add senior partners, not just analysts. Per-seat CRM pricing means every hire adds to the software bill. Clientia charges per managed client — the cost scales with the client book, not with hiring.

  4. 04

    Client health invisible until it's too late

    Churn in a consulting firm usually has early signals — reduced engagement frequency, delayed payments, scope creep without renegotiation. These signals are visible in Clientia's intelligence module before they reach the conversation stage.

With Clientia

What it looks like when it works.

Outcome

Every engagement in one workspace

Each client engagement has a record: the contract, the retainer, the obligations, the billing history, the health score. No spreadsheet required to answer 'what are we on with Ashford & Vale?'

Outcome

Renewals proactively managed

60-day renewal alerts give your partners time to prepare the renewal conversation — not just rubber-stamp the existing agreement. Every renewal is an opportunity.

Outcome

Retainers that collect without admin

Monthly and quarterly retainers collected automatically. No invoice-chase cycle. The cash flow is predictable; the admin is minimal.

Outcome

Health intelligence across the client book

Clientia's intelligence module scores each client relationship — engagement frequency, payment patterns, contract utilisation — so your team knows where to focus attention before a relationship drifts.

How it works

A typical engagement, handled.

  1. 01
    Engagement begins
    Create the client record and draft the engagement letter or MSA. Add the scope, fees, obligations, and payment schedule. Send for e-signature via Scrive.
  2. 02
    Retainer auto-collects
    The agreed retainer collects on schedule. Clientia reconciles and records. The client receives a branded receipt in their portal.
  3. 03
    Obligations tracked throughout
    Every deliverable and obligation from the signed contract is tracked — due date, status, responsible partner. Nothing missed.
  4. 04
    Renewal prepared early
    At 60 days before renewal, your team is alerted. Health scores, payment history, and engagement data are all in the record to inform the renewal conversation.
Comparisons

See how Clientia compares.

Clientia vs HubspotClientia vs SalesforceClientia vs ScoroBest retainer billing software for professional service firms (2026)
Common questions

What consultancies ask.

Is Clientia designed for management consultancies?
Yes. Clientia is purpose-built for professional service firms with retainer-based client relationships — of which management, strategy, and technology consultancies are a primary use case. The contract lifecycle, retainer billing, and client intelligence modules are specifically designed for the ongoing engagement model consultancies operate on.
How does Clientia handle multi-year consulting engagements?
A consulting engagement in Clientia has a contract record with term dates, renewal dates, and specific obligations. The retainer billing runs against the payment schedule in the contract. Obligation tracking follows each clause through to completion. At renewal, the full history is in the record — billing, deliverables, health score — ready for the conversation.
Can Clientia handle sub-advisors or partner firms?
Yes. Clientia's team member model supports internal team members at different permission levels. Sub-advisors or partner firm contacts can be added to specific client records without full workspace access. Role-scoped views mean each team member sees only what's relevant to them.
Does Clientia work for boutique strategy firms as well as large consultancies?
Yes. Clientia's Studio plan (€39/month) is designed for small boutique consultancies with up to 25 clients. Maison (€399/month) handles up to 500 clients and includes unlimited team members, BYOK encryption, and a custom SLA. The per-client pricing model means costs stay proportional to client book size at every stage.
Ready to start?

Built for consultancies.
Quiet by design.

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