Enquiry intake
Record new prospects, acknowledge requests from approved information and maintain the next action.
For consultancy firms
Protect consulting time from administrative drift.
ClearDesk keeps enquiries, discovery calls, proposals, invoices, client records and follow-ups moving while consultants retain pricing, scope and contractual authority.
A practical consultancy desk
What ClearDesk can keep under control.
Discovery scheduling
Coordinate meetings against shared availability and issue confirmations and reminders.
Proposal tracking
Prepare drafts from approved templates and rates, then track review, issue and follow-up dates.
Client records
Maintain organised folders, status records and agreed naming conventions.
Invoice administration
Prepare approved invoices and record follow-up without accessing banking credentials.
Weekly visibility
Summarise completed work, stalled matters, client decisions and upcoming priorities.
ClearDesk handles
- ✓ Routine actions covered by approved rules
- ✓ Status tracking, reminders and reporting
- ✓ Escalation when information or approval is missing
The consultancy retains
- ✓ Pricing and scope decisions
- ✓ Contractual and professional commitments
- ✓ Final approval of exceptions and sensitive actions
Begin under control