Client Task Tracking & Deliverables Management
Managing client tasks via spreadsheets often causes missed deliverables. TaskOPad centralizes all client-related activities.
How it Works
- Create dedicated projects for each client
- Assign tasks to consultants or teams with deadlines and priority
- Track deliverables through Kanban boards or calendars
- Share progress updates internally
Real-Life Example
A consulting firm creates a “Client – ABC Pvt Ltd” project, with tasks for report drafting, financial analysis, and review meetings.
Benefits
- Clear client-wise task tracking
- No missed deadlines
- Improved accountability across teams
Recurring Task Setup for Retainer Clients
Many consulting firms handle recurring monthly or quarterly services. TaskOPad automates them.
How it Works
- Set recurring tasks for activities like compliance filing, client audits, or monthly reviews
- Auto-generate tasks at predefined intervals without manual input
- Assign directly to responsible consultants or departments
Real-Life Example
A tax consulting firm sets up recurring monthly GST filing tasks for multiple clients.
Benefits
- Elimination of manual task creation
- Consistent client service delivery
- Reduced administrative effort
Deadline & Meeting Reminders
Timely follow-ups are the lifeline of consulting. TaskOPad ensures no important date is missed.
How it Works
- Configure reminders for client meetings, report submissions, and contract renewals
- Automated alerts before deadlines
- Notifications for updates or task completion
Real-Life Example
A consulting manager receives reminders 2 days before a scheduled strategy review with a client.
Benefits
- Increased client trust
- Fewer missed commitments
- Better time management
Team Collaboration & Document Management
Consulting projects involve multiple team members and documents. TaskOPad simplifies collaboration.
How it Works
- Each task includes a comment thread for internal discussions
- Upload reports, contracts, or presentations directly into tasks
- Keep documents secured with role-based access controls
Real-Life Example
A consultant uploads a draft financial report for peer review, and the partner approves it in the same thread.
Benefits
- Streamlined communication
- Centralized documentation
- Faster approvals and reviews
Time Tracking & Billable Hours
Tracking time is vital for accurate billing in consulting. TaskOPad makes it effortless.
How it Works
- Consultants log hours spent on tasks and client projects
- Compare estimated vs. actual time spent
Real-Life Example
A consultant logs 5 hours for preparing a client audit report, which automatically reflects in task reports with estimated hours time and actual time spent variance report.
Benefits
- Transparent invoicing
- Improved resource allocation
- Increased profitability
Workflow Automation & Approvals
Avoid repetitive processes by automating workflows and approvals.
How it Works
- Create workflows from task-to-subtask or Task to Task as well (e.g., draft → review → client approval)
- Use approval workflows for reports or strategies
- Standardize client engagement processes
Real-Life Example
A “Market Research Report” task is auto-assigned for review to the senior consultant before being marked final for the client.
Benefits
- Faster execution
- Reduced errors
- Consistent service quality
Reporting & Analytics
Stay on top of firm-wide and client-specific progress with smart reports.
How it Works
- Generate daily or weekly reports for each client/project
- Visualize workload distribution across consultants
- Analyze performance with progress charts
Real-Life Example
The manager receives a daily summary of completed tasks, upcoming deadlines, and consultant productivity.
Benefits
- Data-driven decision making
- Transparency across the firm
- Better forecasting and planning
