Consultant Client Ledger

Your lightweight client management hub.

✨ What It Does

• Centralizes client details (contacts, industry, value).
• Tracks status (Lead, Active, Inactive, Past).
• Links contracts directly to clients.
• Identifies your most valuable relationships.

📊 Pre-Built Views & Charts

• All Clients → Table sorted by Status.
• Active Clients → Filter: Status = Active.
• High Value Contracts → Filter: Value ≥ $20,000.
• Pie Chart: Clients by Status.
• Bar Chart: Contract Value by Client.

🏆 Who It’s For

Consultants and small agencies who want a quick way to organize clients without managing full projects or tasks.

"This is just the start — in Consultant OS, clients connect seamlessly to projects, invoices, and deliverables for the full 360° view."