A consulting invoice workspace for management consultants, strategy advisors, and independent practitioners billing on phase milestones in Taskade.
What's Included
- Engagement Database: Each engagement has phases, milestones, deliverables, and a fixed-fee schedule
- Milestone Tracker: Gantt view showing phases and which milestone unlocks the next invoice
- Deliverable Summary Agent: AI agent drafts a one-paragraph summary of work delivered for each invoice
- Expense Roll-Up: Automation pulls receipts tagged to the engagement into pass-through line items
- Client-Ready PDF: Branded invoice export with deliverable summary, fee, and expenses
- Engagement Dashboard: Active engagements, unbilled milestones, days-since-last-invoice
Why This Template Wins
- Tied to deliverables, not just time: Consulting clients pay for outcomes; this template invoices on milestones, not raw hours
- Deliverable summary on every invoice: The agent drafts what was actually delivered — clients sign off faster
- Expense pass-through automatic: Receipts tagged to the engagement flow onto the invoice with one click
How to Use
- Clone this template into your Taskade workspace
- Add engagement, phases, milestones, and fixed-fee schedule
- Connect your expense tool, Stripe, and Gmail
- Train the Deliverable Summary Agent on your engagement style
- Set up milestone triggers so invoices draft automatically on milestone completion
FAQ
Does this support success-fee billing?
Yes. Add a success-fee line item linked to a metric (revenue uplift, savings, etc.). The agent drafts the success-fee description with the actual measured outcome.
Can I bill in multiple currencies for global engagements?
Yes. Each engagement record stores currency. The agent drafts in the engagement's currency and the Stripe action generates the matching checkout.
What plan supports senior consulting work?
Pro ($10/mo annual) handles individual practitioners. Business ($25/mo) recommended for client-confidentiality controls and audit logs.
CTA
Try this template free in Taskade. For milestone automation, see /learn/automation/triggers. Pair with Consulting SOP Templates. Browse more consulting apps in the Community Gallery.