Run every engagement like your senior partner does.
The branded workspace built for management, strategy, and digital transformation consulting firms. Engagement intake, deliverable workflows, client portal, and time tracking in one platform.
Consulting firms sell trust. Fragmented tools quietly erode it.
A typical 25-person strategy or digital transformation firm runs intake on a contact form, engagements in Google Drive, decks in Keynote, time tracking in Harvest, the CRM in HubSpot, and client comms in email. The work product is excellent - the engagement experience feels improvised. Clients quietly notice. Droova replaces the stack with one branded workspace where engagements feel as polished as the deliverables.
- HubSpot or Salesforce for the lead pipeline
- Google Drive for deliverables and decks
- Email for client conversations and approvals
- Harvest or Toggl for time tracking
- Asana / Monday for internal task lists
- A spreadsheet for engagement margin reporting
- Result: scattered context, opaque to the client
- Lead → engagement → portal → renewal in one flow
- Engagement templates that codify your firm's IP
- Branded client portal with milestone visibility
- Time tracking attached to workstreams and engagements
- Deliverable approvals with full audit trail
- Engagement margin reporting in real time
- Result: a firm that scales without firefighting
Three phases every consulting engagement runs through.
From inbound conversation to signed SOW with the context preserved.
Inbound leads, partner referrals, and outbound conversations land in the CRM with full discovery notes attached. Proposals are tracked stage-by-stage. When an SOW is signed, the engagement workspace is created with the entire sales context preserved - so the delivery team starts work knowing the actual problem, the actual stakeholders, and the actual scope. No "the partner promised X but the engagement manager doesn't know."
- • Pipeline stages mapped to your firm's actual sales motion
- • Discovery notes, decision-makers, and competing alternatives tracked per opportunity
- • One-click conversion from won deal to active engagement workspace
Workstreams, deliverable approvals, and time logged where the work happens.
Each engagement structures into workstreams (discovery, assessment, recommendations, implementation) with deliverables, deadlines, owners, and time tracking. Decks, audit reports, and frameworks live inline with the engagement - clients review and approve in the workspace, not in 200-message email threads. Partners get a real-time view of hours-to-budget per workstream so the engagement margin doesn't erode quietly.
- • Engagement templates that codify your firm's standard delivery approach
- • Deliverable approval workflows with timestamped sign-offs
- • Time tracking tied to workstream, engagement, and consultant
A client portal that earns the next engagement automatically.
Each engagement client gets a branded portal showing milestones, approved deliverables, upcoming meetings, and pending decisions. Client steering committees see real progress without weekly status calls. When a follow-on opportunity emerges, the entire engagement history - discovery, assessment, decisions, deliverables - is one click away. Renewal conversations move from justification to expansion.
- • White-label client portals (your firm's brand, colors, domain)
- • Multi-stakeholder visibility with role-scoped access
- • Engagement history preserved across phases and follow-on work
Consulting firms that look like this consolidate onto Droova.
10-50 person firms running strategy sprints, market entry assessments, operating model redesigns. Heavy on partner-led delivery, executive-grade decks, and multi-stakeholder steering committees.
Pain killed: deck version drift, opaque-to-client engagements, partner over-extension.
15-90 person firms running digital transformation, ERP/CRM rollouts, and tech audits. Multiple workstreams, complex stakeholder maps, and long delivery timelines that need real visibility.
Pain killed: workstream chaos, hours-to-budget surprises, lost institutional knowledge.
1-10 person firms and independent consultants running 4-15 retainer clients. Need to look bigger and more structured than they are - the client portal and engagement templates do the heavy lifting.
Pain killed: solo-firm overhead, juggling clients in email, looking small to enterprise buyers.
How Droova compares to what consulting firms typically use today.
See the complete comparison guide or browse all Droova features.
What consulting firms ask before they switch.
We sell trust and deliverables, not features. Why does our consulting firm need a workflow tool at all?
+
Consulting firms sell expertise, but clients evaluate the experience of working with you - how organized the engagement feels, how on-time the deliverables land, how visible the progress is week-to-week. Most firms run engagements out of email, Google Drive, and a CRM bolted on the side. The work is great; the client experience feels improvised. Droova consolidates the engagement lifecycle - intake, project, decks, approvals, and client portal - into one branded workspace. Clients feel your firm is structured, and your team stops firefighting.
Does Droova work for both retainer engagements and short fixed-fee projects?
+
Yes. Each engagement is a workspace that scales to whatever the work requires. A 6-week strategy sprint and a 24-month digital transformation use the same building blocks - just different templates. Retainer clients keep the workspace open across phases; project clients close out the workspace with the final deliverables and history preserved for follow-on work. We have firms running 30+ active engagements without their PMs losing visibility.
How is this different from McKinsey-style internal tools or PSA tools like Kantata or Mavenlink?
+
Big enterprise PSA tools like Kantata or Mavenlink solve resource utilization at firms with 500+ consultants - they're heavy, expensive, and require a dedicated admin. Droova is built for the 5-100 person consulting firm that wants the engagement structure, client portal, and deliverable approval flow without 6 months of implementation. Think of it as the platform you wished your firm had when you were a 30-person practice growing past spreadsheets.
Can clients see engagement progress without needing a login or training?
+
Yes. Each client gets a branded portal accessible by link - no account creation, no app download. They see milestones, approved deliverables, upcoming meetings, and their decision items. The portal is a curated layer; internal task assignments, time tracking, and team conversations stay private to the firm. Most partners report clients commenting that the portal feels 'more professional than the last big consulting firm we worked with.'
How does it handle multi-stakeholder engagements where 5+ client-side people need different views?
+
Each client workspace supports multiple client-side participants with role-scoped visibility. The CFO sees financial deliverables and timelines; the COO sees process workstreams; sponsors see executive summaries. Internal team members get full visibility across all workstreams. This solves the typical consulting headache where one client contact is in the loop and the rest of the steering committee is not.
Does it support time tracking and engagement margin reporting?
+
Yes. Time logged on each task ties to a specific workstream and engagement. Partners can see weighted hours by consultant, hours-to-budget by phase, and engagement margin in real time. For firms billing on retainer or value pricing, this prevents the 'we burned 200 unbudgeted hours and didn't notice' surprise that erodes margin.
Can independent consultants and small boutique firms use Droova too, or is it only for bigger practices?
+
Both. The smallest customer using Droova is a solo independent consultant running 4 retainer clients; the largest is a 90-person digital transformation firm. The product scales - workspaces are workspaces whether you have 1 consultant or 50. Pricing is per-internal-seat, so a solo practitioner pays for one seat. Clients are always free; they're not seats.
What about deliverable templates - decks, frameworks, audit reports? Can we standardize the firm's IP?
+
Yes. Project templates capture the structure of an engagement type (discovery → assessment → recommendations → implementation), and within each you can codify the deliverable structure (e.g., your firm's standard audit report skeleton, or your strategy deck framework). New consultants joining the firm pick up the firm's IP through the templates rather than inheriting tribal knowledge from the senior partner. This is one of the most impactful things firms do in their first 30 days on Droova.
How long does onboarding take for a 20-50 person consulting firm?
+
Most firms are productively using Droova within the first week, with 2-3 partners building the templates that the rest of the firm will use. Full migration from a stack of email + Google Drive + a separate CRM typically takes 2-4 weeks, mostly spent codifying engagement templates rather than moving data. Compared to a Kantata or Mavenlink rollout (often 4-6 months), this is a step change in time-to-value.
Make your firm feel like the firm clients expected.
Book a 20-minute demo. Bring a typical engagement and we'll walk through what running it inside Droova looks like - from kickoff to renewal.