A consulting practice runs on relationships and deadlines, and both suffer when engagement notes live in one tool, deliverables in another, and follow-ups in your head. ClientPlot is a simple client tracker that puts every engagement, deliverable, and check-in on one screen. This page covers how consultants use it to protect delivery dates and keep relationships warm between projects.
Each client page holds the whole relationship: current projects, deliverables with due dates, meeting notes, and files. Before a call, thirty seconds on their page beats ten minutes of searching your inbox.
The Today view surfaces overdue and due-today work the moment you log in, and the calendar shows every deadline by week, month, or quarter. An estimated workload figure tells you how heavy today actually is.
The next project usually comes from a past client. Set a follow-up date when an engagement ends and ClientPlot reminds you to check in, so staying in touch happens on schedule instead of when you happen to remember.
The optional daily digest lists follow-ups due, overdue deliverables, and what is on today. It reads like a briefing from an assistant, and for a solo consultant it often replaces the morning triage ritual entirely.
Yes. Group work into projects under each client, each with its own status, due date, and tasks, so a retainer and a fixed-scope project can run side by side.
No, and that is intentional. It tracks the work and the relationship, and pairs well with whatever you already use for proposals and invoices. Attach those documents to the client so they are easy to find.
Yes. Your data is never sold, never used for advertising, and never used to train AI. You can export everything as JSON or CSV anytime, and delete your account and data whenever you choose.
See also