For consultants juggling multiple client engagements
One dashboard for every project you're running.
See what's on fire before your 8am — and give clients their own view.
Multi-client overview
Every client engagement in one screen.
What makes it different
Client portal with magic links
Give each client a secure link to their own view: project health, budget, timeline, and activity. No account, no password, no extra seat.
Unified multi-client dashboard
See every client engagement in one place. Filter by client when you need to focus; see all of them when you need the picture.
Track risks the way you report them to clients
Log risks with probability and impact. The register surfaces what needs attention before a client asks about it.
Manage every meeting from its own project page — Agenda, notes, and follow-up live in the project where the work happens — not scattered across email or a separate notes app.
Client portal
Client portal with magic links
Clients see exactly what you choose to share: project health, budget, timeline, and activity. One link, no account. They check it; you stop writing status emails.
Risk register
Risk register: probability and impact
Log risks the way you already report them to clients. Probability, impact, and owner in one place. Better than what Monday.com, ClickUp, or Asana offer natively.
From kickoff to handoff
From kickoff to handoff
See every client engagement in one view.
Track work and time where you plan your week.
Hand clients a portal they actually check.
What else is in the box
What else is in the box
Who this is for
Who this is for
Fractional executives
Fractional CMOs, CTOs, and COOs running 3-5 retainer engagements. The client-portal narrative maps directly to how you brief your clients.
Boutique agency owner-operators
3-10 person creative, dev, marketing, or strategy shops where the founder still runs delivery. You buy teamwork today; you'd defect for a real client portal.
PMO leads at consultancies
PMO leads at 50-200 person consultancies who need a quotable line to forward to a budget owner. Every client's work in one dashboard, not five workspaces.
How it compares
How Peak Elephant compares
- Multi-org unified view
- Every client in one view
- Client portal
- Magic-link client portal
- Risk register (probability x impact)
- Built-in risk register
- Budget + invoicing
- Time, budget, and invoicing
- Meeting notes in-project
- On every project page
- Integrations
- Calendar now; Slack & QuickBooks soon
- Multi-org unified view
- Workspace-switcher only
- Client portal
- Shared boards only
- Risk register (probability x impact)
- No native risk register
- Budget + invoicing
- Workload tracking only
- Meeting notes in-project
- Updates, not meeting notes
- Integrations
- 200+ integrations
- Multi-org unified view
- Workspace-switcher only
- Client portal
- Guest access only
- Risk register (probability x impact)
- No native risk register
- Budget + invoicing
- No invoicing
- Meeting notes in-project
- No native meeting notes
- Integrations
- 200+ integrations
- Multi-org unified view
- Workspace-switcher only
- Client portal
- Client-facing reports, no live portal
- Risk register (probability x impact)
- No native risk register
- Budget + invoicing
- Budget tracking, limited invoicing
- Meeting notes in-project
- No native meeting notes
- Integrations
- Broad integration library
- Multi-org unified view
- Single-org time tracker
- Client portal
- Invoice sharing only
- Risk register (probability x impact)
- No native risk register
- Budget + invoicing
- Time + invoicing, no projects
- Meeting notes in-project
- No meeting features
- Integrations
- Accounting + payroll integrations
Switching is painless: import maps your data for you.
Pricing
Simple, honest pricing
Professional
Unlimited projects, unlimited organizations, advanced task management, priority support, AI insights, and advanced analytics.
Choose Professional