From proposal to payment, one connected platform
Belvak gives consulting firms a single system for proposals, engagements, invoicing, and client relationships -- so your partners can focus on advising, not admin.
The consulting firm bottleneck
Your firm runs on expertise, but the business side still runs on disconnected spreadsheets and generic tools.
Proposals consume your senior partners
Every new engagement starts with a detailed proposal. Without templates and a structured pipeline, your best people spend more time writing proposals than advising clients.
Contract value gets lost between systems
The agreed fee lives in the proposal, but project tracking and invoicing happen elsewhere. Mismatches lead to under-billing and awkward client conversations.
Multiple engagements per client, zero overview
A single client might have three active projects and two pending proposals. Without a unified view, nothing connects and things slip through.
Revenue forecasting is guesswork
With proposals in email, projects in spreadsheets, and invoices in accounting software, predicting next quarter's revenue takes days, not seconds.
Every engagement, from pitch to payment
A connected workflow that mirrors how consulting firms actually win, deliver, and bill for work.
Proposal pipeline built for consulting
Create, track, and convert proposals in a structured pipeline. Every proposal carries its scope, pricing, and terms -- ready to become a project the moment the client says yes.
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Project management tied to contract value
Each project tracks its agreed contract value alongside progress, payments collected, and team assignments. Know exactly where every engagement stands financially.
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Connected invoicing with PDF export
Generate invoices from project data with customizable templates. Recurring billing handles retainer-based engagements automatically. Export professional PDFs in one click.
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Client management with full engagement history
See every proposal, project, invoice, and payment for each client on a single screen. Build deeper relationships with complete context at your fingertips.
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How a consulting firm uses Belvak daily
From the morning pipeline review to the afternoon partners meeting, every step happens in one place.
Review active engagements
Open the dashboard to see all consulting projects, their progress, and outstanding invoices across the firm.
Draft a strategy proposal
Use a saved template to create a detailed proposal for a new advisory engagement. Include scope, deliverables, and phased pricing.
Client approves -- convert to project
The client signs off on last week's proposal. Convert it to a project in one click with all details pre-filled.
Assign consultants to the engagement
Add team members to the new project. Everyone can see their assignments and the engagement scope.
Send a milestone invoice
Phase one of an ongoing project is complete. Generate an invoice linked to the project with the agreed amount.
Check firm-wide analytics
Review revenue by client, proposal conversion rates, and outstanding receivables to prepare for the partners meeting.
Our proposal win rate went up 20% after switching to Belvak -- not because the proposals themselves changed, but because we finally had a system that let us follow up on time, track every engagement properly, and invoice without delays. The partners actually enjoy the Monday pipeline review now.
Sarah R.
Managing Partner, 18-person advisory firm
Purpose-built for professional services
Run your consulting firm from one platform
Join advisory practices that streamlined proposals, projects, and billing into a single connected workflow. Book a demo to see it in action.