SYNQ speaks your language out of the box. Clients are clients, work is tracked as engagements, and every engagement carries a live status your client can watch from their own portal — no status calls, no “where are we at?” emails.
The dashboard Consulting teams see
Active engagements
Work currently in delivery
Proposals out
Awaiting client decision
Hours this month
Recorded advisory time
Unbilled work
Delivered but not invoiced
Your engagement pipeline, prebuilt
Service menu your clients can order from
Strategy sprint
Two-week diagnostic and roadmap.
Advisory retainer
Monthly hours and standing sessions.
Implementation support
Hands-on delivery alongside your team.
Executive workshop
Facilitated session with written output.
Task library included
- Discovery call held
- Scope drafted
- Proposal sent
- Agreement signed
- Kickoff workshop held
- Current-state assessment complete
- Findings presented
- Roadmap delivered
- Implementation support started
- Progress review held
- Final report delivered
- Invoice issued
Compliance context
SYNQ is built with consulting obligations in mind, including Confidentiality agreements, Conflict checks, Data handling terms. Data is isolated per firm with row-level access control, and every record change is attributable to a user.