Built for consultants and professional services
Win the engagement. Bill the retainer. Skip the admin day.
Proposals with e-signed engagement letters, retainers that bill monthly on their own, and time tracked against included hours so overages bill themselves too.
In short
The Contractor Codex runs the practice side of consulting: proposals that become signed engagement letters, deposits and retainers collected automatically, time tracked against included hours, and one branded portal where clients see their projects, documents, and invoices. An AI assistant answers who owes you money and what an engagement actually earned, and everything that reaches a client waits for your approval first.
- Card details never touch our serversEvery payment is taken on Stripe's own secure pages. We never see, store, or handle a card number.
- Bank logins never touch our serversBank connections run through Plaid. You sign in with your bank, and we only ever receive read access to transactions.
- Your money goes straight to your bankClient payments land in your account directly. We never hold your money, and we never sit between you and it.
An assistant that already knows your numbers
Ask in plain words. It reads your live data, breaks the answer down, and offers the next step. Anything that emails a client or moves money shows you an approval card first, and sends nothing until you say yes.
You: Who owes me money?
Clients owe $19,750 in total. $4,500 of that is past due:
Compass Logistics' workflow audit invoice is 30 days late.
The rest is current: the Brightline retainer bills on the 1st and the Keller workshop invoice is due Aug 18.
Example conversation. Names and figures are illustrative.
Retainers, hours, and overages that bill themselves
The consulting money model is a retainer with included hours and a rate for everything past them. That is a first-class billing mode here, not a spreadsheet you maintain on the side.
- Monthly retainers: first month collects at acceptance, then automatically
- Track work sessions against included hours; overage billing follows your rate rules
- Deposit plus completion billing for fixed-scope engagements
- Engagement letters e-signed with a full audit trail, in-house or via Docusign
Your price list, already started
Your quote library starts loaded with professional services line items you can reuse on every proposal:
| Line item | What it covers | Starting price |
|---|---|---|
| Strategy consultation | Working session to align on goals and roadmap. | $300 |
| Workflow audit | End-to-end review of current processes. | $500 |
| Documentation review | Review of existing policies, contracts, or SOPs. | $200 |
| Process implementation | Roll-out of new workflow with team training. | $750 |
| Stakeholder workshop | Half-day facilitated workshop, up to 12 attendees. | $1,000 |
| Quarterly business review | Quarterly check-in with leadership and metrics review. | $500 |
Six of the starter items your library ships with. Edit any price once and reuse it on every quote. These are defaults to start from, not prices we set for you.
FAQ for consultants and professional services
Can I track hours against a retainer's included time?
Yes. Start and stop work sessions on any project, mark them billable, and the portal tracks them against the retainer's included hours. Time past the included allotment bills at the overage rate you set.
Do engagement letters support multiple signers?
Yes. The built-in signing flow supports multiple signers, parallel signing, and saved signatures for repeat clients, with a downloadable audit PDF recording every signature's timestamp, IP, and device.
Can clients see their project status without emailing me?
Yes. Every client gets portal access automatically when they accept a proposal: project progress, shared documents, invoices, and payment history, all under your brand at your URL.
What does the AI assistant do for a consultant?
It answers the questions that usually mean opening three tabs: who owes you money, what is expected to land in the next two weeks, and what an engagement actually earned. It drafts proposals from a description and sends payment reminders, always behind an approval card you confirm first.
What does it cost?
Standard is $15/month plus a 0.8% service fee on payments. Pro is $35/month with a 0.1% fee, which wins past roughly $2,900/month in billing. Unlimited clients and engagements, 30-day free trial.
Try it free for 30 days
Unlimited clients and projects, every feature on every plan, under your own brand. From $15/month after the trial, and nothing is charged until it ends.