For consultants

Plan capacity, protect client work, and invoice with confidence.

Steady helps consultants plan billable work before the week begins, manage retained clients, track what changed, and turn completed work into clean invoices and records.

Billable capacityRetainersClean invoicing
Steady calendar showing scheduled client work, billable time, and revenue

The problem

Consulting work is valuable, but easy to under-plan and under-bill.

Consultants often juggle retained clients, advisory calls, project work, admin time, and follow-up. When the week is not planned around value, billable time can disappear quietly.

  • Client work expands across calls, notes, follow-ups, and strategy time.
  • Retainers can be hard to protect when the calendar does not show their real capacity cost.
  • Small pieces of billable work are easy to forget if they are tracked after the fact.
  • Invoices and records become harder to trust when time, scope, and approvals are scattered.

The workflow

A clearer weekly workflow for consulting work.

Plan the client work, understand the expected value, capture what changed, and invoice from a record you trust.

01

Plan client capacity

Block consulting calls, retained work, project delivery, admin time, and follow-up before the week begins.

02

Protect billable time

See planned income and billable hours so valuable advisory work does not disappear into the week.

03

Capture changes

Convert planned blocks into time entries, adjust reality, and keep scope changes visible.

04

Invoice and export

Generate invoices from verified work, track outstanding balances, and export records for review or tax time.

Relevant features

Everything consultants need to keep client work billable.

Steady keeps consulting work connected from planned capacity to approved scope, invoices, and exports.

Money-aware planning

Plan the week around expected income, billable capacity, retained work, and client commitments.

Recurring retainers

Keep retained client work visible so ongoing commitments are planned and protected.

Client and project rates

Manage client defaults, project-specific rates, and billing rules without relying on memory.

Estimates and quotes

Send clear estimates before work begins and keep client approval connected to the project.

One-click time conversion

Turn planned client work into verified time entries instead of reconstructing the week later.

Reports and exports

Export time, invoice, payment, and project records for bookkeeping, review, and tax time.

Who it is for

Built for consultants who sell judgment, time, and outcomes.

Steady works well for consultants who need to manage client capacity, retained commitments, scope, and invoices without losing the thread.

Independent consultants

Plan advisory work, client calls, follow-up, retainers, and invoicing from one connected workflow.

Fractional operators

Balance multiple clients, recurring commitments, internal admin, and weekly value across your calendar.

Strategy and business advisors

Protect high-value client work and keep estimates, time, and invoices connected to the engagement.

Technical consultants

Manage discovery, implementation, support, retainers, and project work without scattering records across tools.

“Consulting work is not just calls. It is prep, follow-up, scope changes, and delivery. Steady helps keep all of that visible and billable.”

Independent consultant

Advisory services

Plan consulting work before the week disappears.

Protect billable capacity, manage retainers, and invoice from a record you can trust.