Forgotten follow-ups
A promising conversation sits in yesterday's notes.
Attach a reminder to the client and keep the next step visible.
Consultant workspace
Your client work, finally under one quiet roof
You manage six clients, three content calendars, and a pipeline. Reliable Sphere LLC gives every proposal, deadline, and follow-up a clear place in one task dashboard for consultants.
Built around the daily work of independent consultants.
Today across clients
Send proposal to Apex Creative
TodayReview content draft for Westfield
ReviewFollow up: Smith contract
Waiting
Active pipeline
$18,400
68% of monthly target
Two follow-ups are due this afternoon.
Less hunting, more client time
We fixed the three things that steal your afternoon
Your client project tracking tool should remember the small details before they become awkward emails.
Scattered project trackers
A spreadsheet, inbox, and notebook each hold part of the brief.
Give each client a board, then see every board from one view.
Pipeline guesswork
You estimate next month's revenue from half-remembered conversations.
Watch active deal value update as each stage changes.
Made for your working rhythm
Built for the way you actually work
Use a simple CRM-style task board for client delivery, content schedules, and coaching sessions without an extra layer of administration.
Client delivery board6 active boards
To do
Outline launch campaign
Confirm coaching time
In progress
Westfield content review
Apex proposal
Ready
Smith case study
One board per client
Move milestones as work changes. Sort your day by client, project, or deadline, then keep the important context beside the task.
- Deadline colours show what needs attention.
- Notes and attachments stay linked to the work.
Pipeline numbers you can trust
See active value, close rate, and deals expected this month in real time. Calendar sync helps protect coaching sessions and client calls from double bookings.
Explore consultant features
This month's pipeline
$24,680
Updated now
Sessions scheduled
14
Next: Tue 10:00
Upcoming client touchpoints
Apex CreativeProposal review
Westfield StudioContent handoff
A calmer Monday
“I stopped missing follow-ups the first week”
My pipeline was a mess of sticky notes. Now I see every proposal, every content deadline, and my monthly revenue projection in one place.
Keep the setup simple
One plan, all the features
Start with the tools a solo consultant needs to manage client delivery and a growing pipeline.
Perfect for solo consultants
Starter
A focused workspace for client work, follow-ups, and weekly planning.
- Multiple client boards
- Real-time pipeline widget
- Calendar sync for scheduled work
- Notes and file attachments on tasks
Clear answers
Consultants ask, we answer
Yes. Each client gets a dedicated board, with tasks, notes, attachments, and deadlines kept together. Your overview still shows what needs attention across every board.
You can log time per task so project effort stays visible. An invoicing integration is in development.
Add or rename stages whenever your sales process changes. Drag a deal into its next stage and the pipeline value updates straight away.