Consulting Company Quick Start

Sign up and choose Provide Consulting. Then pick a plan: Solo Pro for a solo consultant working directly with clients (one active consultant at a time), or Agency to run multiple active consultants and subcontracting. If you only do subcontracting work, the free Solo Sub plan has its own guide.

If you picked a paid plan, finish checkout to unlock its features. You can change plans later, and billing is monthly in arrears for actual usage.

Tell us whether you’re the consultant or you’re placing someone, and we’ll walk you through the rest: the resume (title, summary, skills, and a single hourly rate), then connecting your Stripe payout account. It only asks for what’s still missing, and you can leave and come back. On Agency, repeat “I’m placing someone” for each consultant — payouts are set up once for the whole firm.

An availability period is created automatically (40 hrs/week). Adjust your hours and date ranges, and add time off. Net availability updates automatically as assignments are accepted.

Set your preferred payment terms (shown to hiring companies as a hint) and, on Solo Pro and above, your preferred invoice cadence (weekly, biweekly, or monthly).

Once the resume has a title, summary, at least one skill, a default hourly rate, and a verified payout account, it goes live and we send an email — from then on it can go out on offers and carry assignments. Stripe verification can take a few hours; the resume goes live the moment it clears.

Put several consultants into a single project offer with the rates you want, then share one link. The client redeems it into a project of draft assignments and proposes back to you. You decide whether they can take part of the team or have to take all of it.

When a hiring company sends a proposal, review the dates, hours, rate, and terms, then accept (or reject). Accepting activates the assignment on its start date. A client staffing a whole team sends the roster at once and it arrives as a single proposal under Awaiting your response — Review & Respond opens the project, where one signature answers it. Some clients ask for all or nothing; others let you take the people you can supply.

Hours are calculated for you each billing week, off the assignment rather than off a daily time entry. Invoices generate on your cadence, and once the client pays, your payout lands in your bank — typically within ~2 business days.

Recover billable expenses and one-off charges through Prilet too. Everything a customer owes flows through the same payment rail and reconciles automatically.