For consultancies that run on client inputs.

Discovery questionnaires, data requests and sign-offs — gathered on time, with a record of who agreed to what.

A consultant walking clients through a plan on a whiteboard
Photo: Yan Krukau · Pexels

What waits on a consultancy's clients

The pain

Discovery data

Weeks lost waiting for spreadsheets and org charts.

One questionnaire link with reminders

The pain

Stakeholder sign-off

Five approvers, one deadline, nobody accountable.

Each sign-off recorded with a receipt

The pain

Engagement closeout

Final reports delivered and never formally accepted.

Acceptance asked for and recorded

Included in every paid ClientsPlace plan

Already on ClientsPlace? Vinclane is in your plan today, under Automations. Not on ClientsPlace? Vinclane also runs on its own plans.