For/CONSULTANTS

Run every engagement with one platform and AI staff that keep the ops tight.

Time, retainers, deliverables, and client intelligence on one record. Agents run check-ins, reporting, and billing so you keep your hours on the advisory work.

Helm is an AI work platform for consultants: strategy, management, operations, and advisory. Track billable time, run retainer engagements, draft recommendations, and keep the full history of every client relationship in one system. AI agents handle the recurring operational work so your hours compound on the actual consulting, not on the paperwork around it.

Why consultants run on Helm

The friction we remove.

Retainer management is the silent margin killer.

Track hours against retainers, surface over- and under-consumption early, and communicate it clearly to clients. Helm's Time Tracking plus Operations Manager agent flags retainer risk before a client gets surprised by an overage invoice.

Client intelligence should compound, not scatter.

Every engagement builds knowledge: decisions made, context gathered, stakeholders mapped. In Helm, that knowledge stays attached to the client account, across engagements and across years. When you re-engage a past client, you don't start over.

Deliverables need to look the part.

Rich documents (TipTap-based), reusable templates, versioning, and optional client portal on Business tier. Recommendations, memos, and decks come out of Helm already branded and organized.

Billable hours capture needs to be effortless.

Timer and manual entry, with optional agent-assisted gap detection at end of week. You stop losing hours because you forgot to log them after a client call.

Apps a consultant actually uses

The core of the platform for consultants.

T
Time Tracking
Hours that roll into invoices.
C
CRM
Accounts, contacts, full history.
D
Documents
Rich docs tied to every client.
I
Invoicing
Stripe invoices, sent in seconds.
C
Calendar
Deadlines and meetings, one view.
P
Projects & Tasks
Visual workflows that ship.

AI agents for consultants

Who runs the recurring work.

AM
Account Manager
Manages client relationships, onboarding, regular check-ins, and satisfaction tracking.
OM
Operations Manager
Optimizes capacity, identifies bottlenecks, and streamlines processes.
PM
Project Manager
Manages timelines, tracks blockers, and keeps projects on schedule.
PR
Payment Recovery Specialist
Specializes in recovering failed payments through personalized multi-touch outreach.

Pricing

Per-workspace pricing. No per-seat tax.

Helm is priced per workspace, not per seat. When your AI staff help a smaller team do the work of a bigger one, your bill doesn't go up for being lean. All 12 apps are included on every plan.

See plans and pricing

FAQ

Questions from consultants.

Does Helm handle retainer billing?

Yes. Set up recurring monthly invoices for retainers, track hours consumed against the retainer balance, and surface over- or under-consumption per month. Agents can roll up retainer summaries for client-facing review.

What about partner/principal-level reporting?

Analytics covers revenue by account, engagement profitability, utilization by consultant, and pipeline forecast. The Operations Manager agent can post weekly or monthly rollups to Slack or email.

Can I run multiple engagements for the same client?

Yes. A single account can carry multiple projects (engagements), each with its own scope, team, timeline, and billing. Full history stays linked to the parent account.

How does Helm handle confidentiality between engagements?

Helm enforces workspace isolation. Within a workspace, you control which team members and agents have access to which accounts and projects. Agent memory is scoped to what the agent has access to. No cross-client context leakage.

What if I only have two or three clients on retainer?

Helm's per-workspace pricing doesn't punish small client rosters. You pay the same whether you have 3 retainers or 30. Useful because consulting practices tend to grow by deepening relationships, not multiplying them.

Run your consultant on Helm.

Per-workspace pricing. All 12 apps included. AI agents come standard.

Get Early AccessSee the platform