Welcome to Consulting on AtlasOS
AtlasOS is purpose-built for management consultancies, HR firms, strategy practices, and other advisory consultancies. The platform adapts its terminology, modules, and sidebar layout to match how consulting firms operate — with engagements, milestones, and deliverable-focused workflows.
Already familiar with AtlasOS from another vertical? The core platform is the same. This guide covers what is different when your firm type is set to Consulting Firm.
How AtlasOS Adapts for Consulting
When you select Consulting Firm during onboarding, the platform applies consulting-specific terminology throughout the interface:
| Standard Term | Consulting Term |
|---|---|
| Client | Client |
| Clients | Clients |
| Engagement | Engagement |
| Compliance | Milestones |
| Service | Work Package |
Your sidebar is relabelled accordingly — you will see Engagements where other verticals might see "Projects", Deliverables instead of "Documents", and Revenue instead of "Billing".
Enabled Modules
The following modules are active by default for Consulting Firm:
| Module | Purpose |
|---|---|
| Smart Inbox | Route client communications to the correct engagement |
| Tasks | Manage deliverables, follow-ups, and internal assignments |
| Client Portal | Secure document sharing and status updates for clients |
| Time Tracking | Record time against engagements for billing and utilisation |
| Billing | Invoice on milestones, fixed fees, or time-and-materials |
| Project Milestones | Define and track engagement milestones and deliverables |
| Contracts | Manage engagement letters, proposals, and agreements |
| Onboarding Forms | Collect client information and project briefs |
| Chat | Internal team messaging per engagement |
| AI Agents | AI-assisted document triage and engagement analysis |
| Broadcasts | Send updates and reports to multiple clients at once |
Compliance Bodies
Consulting firms typically operate without statutory regulatory deadlines. The compliance calendar is not enabled by default for this vertical. If your consultancy does have regulatory obligations (e.g. B-BBEE verification, industry certifications), you can enable the compliance calendar module in Practice Settings.
Supported Entity Types
- Company (Pty Ltd, CC, Inc)
- Individual
Default Landing View
When you log in, you land on the Tasks view — your central hub for engagement deliverables, deadlines, and team assignments.
Getting Started
- Create your practice — sign up and select Consulting Firm as your firm type
- Import your clients — add client entities with their company details and key contacts
- Configure engagement templates — set up standard engagement structures with milestones, deliverables, and billing models
- Create your first engagement — link it to a client, assign team members, and define the scope of work
- Set billing models — configure fixed-fee, retainer, or time-and-materials billing per engagement
General platform features such as Smart Inbox, AI Advisory, and Practice Admin are documented in the Accounting section. The same features apply to Consulting — only the terminology differs.