Maximize Utilization, Minimize Admin
Consulting firms sell time. TRCR makes sure every hour is tracked, every engagement is profitable, and every report is ready when the client asks for it.
Engagement-Level Organization
Each client engagement gets its own space with dedicated tasks, time tracking, documents, and communication. Consultants see only the engagements they're assigned to. Partners see everything. Board-level permissions keep sensitive data compartmentalized across clients.
Multi-Phase Project Tracking
Consulting engagements have phases — discovery, analysis, recommendations, implementation, review. Use task groups to organize each phase, custom workflows to define the stages within each phase, and progress bars to show clients exactly where things stand without a status meeting.
Utilization at a Glance
Time reports show how many hours each consultant tracked per engagement, per week, per month. Compare billable vs. non-billable time. Spot underutilized team members before the month is over. Use profitability reports to see which engagements are earning their keep and which are burning margin.
Client-Ready Reports and Invoices
Generate detailed time reports filtered by engagement, team member, or date range. Turn those reports into invoices with one click — line items, rates, and totals pre-filled from actual tracked time. Upload your firm's logo and it appears on every invoice.
Recurring Deliverables
Monthly strategy reviews. Weekly status reports. Quarterly board presentations. Set these as recurring tasks and they appear automatically when due — with the same assignees, descriptions, and deadlines carried over. No consultant forgets a deliverable.
Collaborate Without Context Switching
Task-linked chat keeps conversations attached to the work they're about. No searching Slack for that thing someone said about the client's requirements. Deep links let you share any task with a teammate — they land directly on it, with full context, in one click.
Consulting Workflows in TRCR
Track partner, manager, and analyst time separately. Compare blended rates against engagement budgets.
Manage implementation projects with custom workflows. Track time against milestones and deliverables.
Organize research, analysis, and deliverables in task groups. Give clients a progress portal with read-only access.
Small team, big clients. TRCR scales from a solo consultant to a 50-person practice without changing tools.
Track every engagement. Bill every hour.
Free to start. No credit card required. Set up your first engagement in under two minutes.
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