Use cases
For freelance and independent consultants
Consulting sells hours and judgement, so the record of both has to be beyond argument. Panorivo keeps the engagement, the time, the expenses and the deliverables in one place, under your name rather than ours.
Engagements, with terms signed first
Pick Consultant in settings and jobs become engagements. Send terms of engagement for signature from a link before day one, and keep the signed copy with its timestamp.
Findings and recommendations as deliverables
New projects start with Findings and Recommendations as separate sets, each shared and signed off on its own - so an interim view is not mistaken for a final position.
Time and expenses that stand up
Log hours against the task they belong to and expenses against the engagement, with receipts attached. When a client queries a line six weeks later, the answer is a record rather than a recollection.
Their own portal, in your branding
The client logs in to a portal carrying your business name, logo and colour. For a one-person consultancy that is the difference between looking like a supplier and looking like a firm.
Common questions
- Can I rebill travel and subsistence?
- Yes - log them as rebillable expenses against the engagement with the receipt attached, and they drop onto the next invoice.
Every feature, in detail
Free for consultants, and everyone else.
Every feature, unlimited clients and invoices, no card and no paid tier. Set up your first project in about five minutes.