Can I manage multiple clients at the same time?

Yes, Easylim allows you to create separate spaces for each client or program.

Can I share only parts of a client’s program?

Yes, you can grant access only to specific sections or materials.

Is Easylim suitable for large training companies?

Yes, the platform scales and supports managing many clients, trainers, and programs.

Consulting

Manage Clients, Programs, and Tasks with Ease

Easylim helps coaches, consultants, and mentors organize clients, programs, meetings, and progress in one place — without chaos or overload.

Built for

Business coaches
Expert consultants
Trainers and mentors
Coaching schools

Try for free See pricing

By the numbers

20+

clients per coach

customer data

1 click

to a client's full history

Easylim docs

0 dupes

in session notes

2025 survey

Capabilities

Everything your team needs — already inside

Programs, session notes and client progress — without scattered documents.

Feature 01

Documents and Files

Store all client data, documents, and files in one space with functional editing.

Feature 02

Process Control

Create program structures, stages, and tasks for each client.

Feature 03

Contextual Communication

Discuss directly within the task to stay in context.

Feature 04

Scheduling and Deadlines

Manage session schedules, meetings, and important milestones in Easylim calendar.

How it works

Business Consultant

Creates a dedicated workspace for each client with tasks, analytics, and deadlines.

Life Coach
Marketing Consultant

How it works

Career Coach

Tracks client progress on development programs, monitors achievements, and creates action plans.

Training Company
Mentor or Expert

Deep dive

Consulting in Easylim: clients, utilisation and SOW deadlines without five tools and one missing invoice

5 chapters

Most consulting teams run on the same formula — Trello for tasks, Toggl for hours, Google Drive for reports, Slack for the client, Excel for billing. It looks cheap and flexible right up to the moment the team grows from 3 to 12. Then it becomes painfully clear: one client already got 40 hours of unpaid scope creep, another has gone silent for two weeks, a third still hasn't paid last month's invoice. Here's how to fold consulting ops into a single workspace.

Розділ

Treat an engagement as a project, not a "let's start and see where it goes"

An engagement in consulting is a clearly defined chunk of work for a client: start date, phases, deadlines, deliverables, payment. If you don't lay out those phases on day one, the client will assume you're doing whatever they ask forever, while you assume you're doing exactly what's in the pitch deck.

In Easylim an engagement is a project with 5 phases: Discovery (1–2 weeks of interviews and data), Analysis (2 weeks of models and benchmarks), Recommend (a week of deck and presentation), Implement (4 weeks of pilot or support), Review (a week of retro and impact measurement). Each phase is a list of tasks, and each phase ends with a deliverable tied to a payment milestone.

That gives you three things: predictable cash flow (an invoice at the end of each phase rather than one big one at the end), honest scope (a new client request becomes a change order or a new engagement, not a free bonus), and a repeatable template (the next client starts from the 5-phase template, not a blank canvas).

Engagement = a project with fixed phases and deliverables.
Invoice ties to a phase, not to the end of all the work.
New request → change order, not a "freebie" that eats your margin.

engagement · ACME · ops audit

Discovery

W1–2

Analysis

W3–4

Recommend

Implement

W6–9

Review

W10

fixed scope · 10 wk SOWtoday · W5

Розділ

Billable hours and utilisation: numbers that show the pain before people quit

Consulting economics are simpler than they look: if a consultant logs under 70% on client work, you're paying them and the client isn't paying you. If they're consistently above 85%, you're hitting burnout risk and quality issues — no buffer for internal work, learning or new proposals.

In Easylim, hours get logged directly on tasks: each task has a "client" field and a "billable yes/no" flag, and Time Control rolls up weekly/monthly utilisation per consultant. The dashboard shows a horizontal bar with a 70% marker — some people overshoot, some undershoot, and you instantly see who needs more load and who needs offloading.

This is especially useful for principals and partners doing quarterly planning. Instead of "everyone's busy", you see "Maria 82% — pull one project, Bohdan 48% — either a new project or a serious conversation". Without the data, it's a feeling; with the data, it's a management decision.

70% utilisation is a healthy target for most roles.
85%+ sustained for a month = early burnout warning.
<a href="/en/features/time-control">Time Control</a> on tasks = hours captured in context.

utilization · this week

Maria L.

82%

Andriy K.

64%

Olha P.

71%

Bohdan R.

48%

Iryna V.

76%

target 70%

underburn risk

Розділ

A deliverable tracker that shows what you OWE, not what you plan

A deliverable is the tangible artefact of a phase: a report, a deck, a template, a dashboard. Clients don't pay for "we worked", they pay for "here is the result". If you don't keep a deliverable list separate from your task list, you'll spend your life in the position of "we're almost finished".

In Easylim, each deliverable is a task with type "deliverable", with fields for due date, status (in progress / client review / accepted), file, sign-off owner. The engagement dashboard shows: 2 of 5 delivered, next up Recommendation deck due 26.05 in client review.

This makes expectations symmetric. The client also sees that list (via a limited-permission portal view), understands what's next and when. The end of the quarter never arrives as a surprise — each deliverable becomes a milestone where you can invoice and collect feedback while there's still time to course-correct.

A deliverable is not a task — it's the artefact payment hangs on.
Statuses "in progress / review / accepted" visible to client and team alike.
A dashboard of 5 deliverables replaces the weekly status email.

deliverables · ACME · ops audit

Discovery report

due 12.05

delivered

Process maps × 6

due 19.05

delivered

Recommendation deck

due 26.05

client review

KPI tracker template

due 02.06

in progress

Final readout

due 16.06

not started

SOW progress2 / 5 done · on track

Розділ

A client portal that ends the eternal "what's the status?" email

Every consultant knows that email: "Hi, just a quick check-in on where we are?". The reply takes 20 minutes — open Trello, gather the cards, reword everything in client-friendly language, attach a screenshot. Multiply by 6 clients and 4 times a week.

In Easylim the client gets a read-only portal: scoped access to their engagement project only, with the progress dashboard, deliverable list, next steps and shared documents visible. Internal things — your private notes, billable hours, utilisation, other clients — stay hidden.

The client opens the portal on Tuesday morning, sees "46% engagement, 2 of 5 deliverables done, this week we need to approve the deck" — and doesn't send the email. Communication moves into comments next to specific deliverables, where the team sees them in context and where it's easy to find them four months later when the client comes back for a follow-on.

Read-only portal = client sees status without asking "what's the status?".
Internal data (hours, utilisation) stays with the team.
Comments live on the deliverable — full history a year later.

client portal · ACME

ACME Inc. · CFO view

read · comment

Engagement

46% · week 5/10

Deliverables

2 / 5 · on time

next steps · this week

CFO review of recommendation deck

Schedule workshop · ops team

Approve KPI tracker template

client sees only their engagement · no internal billables

Розділ

When Easylim is the wrong tool and you need a real PSA system

Easylim covers the operational layer of consulting: engagements, deliverables, utilisation, client portal, documents, time logs. That works well for teams from 1 up to about 25 consultants — admin overhead stays low, billing can be handled by hand, and forecasting lives happily in a Google Sheet for half an hour a week.

But when you have 50+ consultants, 80+ active engagements running in parallel, you need forensic billing at six-figure hourly rates, 12-month revenue forecasts weighted by sales-pipeline probability, integration with SAP/Oracle to issue invoices, complex subcontractor logic — that's the job of a real PSA (Professional Services Automation) system: Kantata (Mavenlink), Certinia (FinancialForce), Deltek, Replicon.

The usual move is start in Easylim, mature the process, then add a PSA. A small boutique firm starting with a PSA is a 4-month implementation at $50k+ — instead of standing up a working system in a week and revisiting the question in 3 years when the problem becomes real.

Up to 25 consultants — Easylim is more than enough.
25–50 — hybrid: Easylim for ops, separate QuickBooks/Xero for billing.
50+ and forensic billing → PSA. Integrate with <a href="/en/features/projects">Easylim projects</a> for day-to-day ops.

easylim vs PSA · when each fits

Easylim

boutique · ≤ 25 consultants

PSA (Kantata / Mavenlink)

enterprise · finance-grade

Setup time1 day4–8 weeks

Cost / consultant$10/mo$60–120/mo

Billable accuracygoodforensic

Revenue forecastingmanualbuilt-in

Best fit< 25 people> 100 people

graduate to PSA at ~30 consultants

Quick takeaways

1Engagement = a project with 5 phases, deliverables and payment milestones.
2Utilisation 70% is a healthy target; 85%+ is a burnout warning.
3Deliverables are a separate layer, visible to the client via a read-only portal.
4Up to 25 consultants Easylim is enough; above that, add a PSA for billing.

Integrations