Project Management Built for Consulting Agencies

Your consultants spend Monday mornings reconstructing last week's work from memory instead of doing billable work. Client requests fall between Slack and email while retainer scope bleeds away untracked. Sagely centralizes engagement tracking, billable hours, and client communication so your firm stays profitable.

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Timesheet Reconstruction Costs You Six Figures a Year

A 5-person firm where each consultant spends one hour per week reconstructing timesheets loses $52,000/year at $200/hr. Sagely logs hours against tasks as work happens. Nothing to reconstruct.

Tracking retainer hours doesn't have to be a full-time job

Consulting projects progress through phases with specific deliverables, unlike the sprint-based approach of most PM tools. This often leads to using a separate Notion database for tracking, which still doesn't provide clear retainer utilization insights.

Context Scatter Costs 20-30 Minutes Per Client Call

History in Google Drive, notes in Notion, action items in email, updates in Slack. Before every call, your consultants spend 20-30 minutes piecing together context. Clients notice the gaps before you do.

Sagely User interface screenshot showing a task timer running for 37 seconds with pause and stop buttons, client name Nik R., total logged and billable time as zero hours, and task creation and update timestamps.
Sagely Dashboard interface for R&Co. showing total tickets at 1519 with a 100% increase, 947 open tickets, and a graph of ticket creation trends from Dec 29 to Jan 16.
Diagram illustrating the problem of tool reconciliation among Asana for task tracking, Harvest for time tracking, Spreadsheet for manual reconciliation, and Email for client updates.
tool fatigue

One Platform Instead of a Asana-Harvest-Spreadsheet-Email Stack

Asana, Harvest, Notion, email, Slack, five tools that don’t show utilization against scope until month-end when it’s too late. Sagely replaces the stack. Work organizes by engagement phase, utilization updates as time is logged, and a client portal handles status questions automatically.

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Connected

Tools Built for How Consulting Actually Works

Your PM software should know the difference between a sprint and an engagement phase. These features do.

Organized

Phase-Based Engagement Workspaces

Each engagement organizes by phase discovery, strategy, implementation, review with deliverables and milestones inside each one. No parallel spreadsheets. See where every client stands in one workspace.

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Dark mode task board with three columns labeled Backlog, Todo, and In Progress, listing tasks with IDs, titles, priority tags, support type tags, dates, and status indicators.

Frequently Asked Questions

Everything you need to know about using Sagely for your PR agency.

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How do consulting firms track billable hours accurately without end-of-week reconstruction?

Sagely logs hours against tasks as work happens. When a task closes, the time is already recorded. For a 5-person firm at $200/hr, recovering one lost hour per consultant per week = $52,000/year in previously unbilled work.

Can Sagely replace Monday.com for consulting agency project management?

Monday.com is built for sprints. Consulting work runs in phases with deliverable gates. Sagely organizes by phase, tracks retainer utilization in real time, and includes a client portal and time tracking. Most firms that switch also drop Harvest or Toggl.

How does Sagely handle phase-based engagement tracking for consultants?

Each engagement has its own workspace with phases you define. Deliverables and milestones sit inside each phase; client sign-off goes through the portal. Utilization tracks against total scope across all phases.

Does Sagely replace Harvest for PR agencies?

For most PR agencies, yes. Sagely includes time tracking tied to campaigns and tasks, plus real-time retainer tracking that Harvest doesn't do natively. Most agencies are set up and running within the first week.

Does Sagely’s Slack integration work for PR team communication?

Yes. Slack messages and emails arrive in one inbox per client account. Your team sees the full conversation — no app-switching, no "I thought you saw that Slack."

Is there a client portal for PR agencies to share coverage reports?

Yes. Clients see real-time campaign status, coverage updates, and deliverables in their own portal — no login required. Most stop sending daily check-in emails within the first week.

How do consulting firms track billable hours accurately without end-of-week reconstruction?

Sagely logs hours against tasks as work happens. When a task closes, the time is already recorded. For a 5-person firm at $200/hr, recovering one lost hour per consultant per week = $52,000/year in previously unbilled work.