Short answer. Flotick for consultancies connects the lead, the quotation or contract, the client portal, and the project that holds the engagement work.
From first call to signed scope
Log the discovery call as lead activity or as a meeting. Meetings can email an invite and sync to Google Calendar when that connection is on. A quotation or contract is a document with a share link. Acceptance and signature stay on that document.
During the engagement
The project holds tasks, files, and optional sprints. The client sees status and shared documents in the portal, not your internal comments. A handoff document closes the loop when the engagement ends.
