For Consulting Firms

One System to Run Your Consulting Firm, Profitably

Magnetic gives consulting firms complete control over projects, people, and profitability- from proposal to delivery. Replace spreadsheets and disconnected tools with one system built for the way your firm actually works.

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Join 100's of Consulting Firms Using Magnetic
Magnetic's project tracking tools overlaid on a collaborative team meeting, highlighting time tracking reminders for tasks like 'Brand Building Revamp' and individual progress oversight for team accountability.
The Magnetic Difference

A Platform Built to Power Consulting Delivery

Magnetic gives consulting firms the clarity and control to run lean, profitable engagements, from proposal through to delivery. Streamline operations, keep consultants focused, and ensure every project hits its commercial targets.

Drive Profit on Every Engagement
Track margins as work happens, not after the fact. Spot over-servicing early, manage scope tightly, and ensure every project meets commercial targets.
Assign Work Strategically
See live capacity across roles, teams, and timeframes. Allocate work based on skills and availability so delivery stays smooth and your top talent isn’t overstretched.
Keep Client Work Moving Forward
Stay on top of deadlines, deliverables, and approvals, without chasing. With tasks, updates, and files in one place, your team and your client stay aligned.
Scope, Plan, and Execute With Confidence
Build scopes that reflect real effort and resourcing. Tie proposals to delivery plans so your team hits the ground running with clarity on what’s promised and what’s billable.
All the tools consulting firms need

How Magnetic Supports Modern Consulting Operations

Consulting delivery doesn’t follow a one-size-fits-all process. Magnetic gives your team the tools to scope accurately, assign with precision, manage profitability in real time, and forecast with confidence, so nothing gets lost between proposal and delivery.

Intelligent Resource Planning & Utilisation Insights

Get a clear view of every engagement - from proposal to delivery. Monitor timelines, track progress against milestones, and keep your consultants and clients aligned throughout.

Smiling woman with resource management interface, showcasing individual team members, their roles, and visual indicators of their remaining capacity for project allocation.

Real-Time Profitability Insights Across Projects

See live margin performance by project, team, or phase and take action while there's still time to course-correct. Stay ahead of scope creep and protect profitability before it slips.

Visual representation of financial performance in Magnetic, enabling engineering firms to track profitability metrics crucial for sustainable growth and scaling.
Track delivery against fees

Track work completed vs. fees invoiced at each stage, so you know exactly where you stand and avoid slipping below margin targets.

Smart Scoping & Task Execution

Define effort, assign accountable owners, and manage work streams to ensure delivery matches expectations.

CRM + Sales Pipeline Integration

Track new opportunities and link them directly to delivery forecasting. Understand what’s closing, what’s coming, and whether your team can handle it.

Connect SOWs to Delivery

Tie deliverables, timelines, and effort directly to your statement of work so nothing gets missed or misinterpreted.

Access Utilisation reporting

Track actual vs. target utilisation across roles, teams, and timeframes, so you can optimise workloads, and protect margins.

Role-Based Permissions

Control who sees what across your firm with role-based permissions that align with responsibilities.

How Magnetic Compares

Why Magnetic Delivers What Consulting Firms Actually Need

Most tools help you manage tasks. Magnetic helps you run a consulting business - tying together scopes, schedules, resources, and profitability in one system built for client-facing, margin-conscious teams.

Features
Generic tools
Magnetic
Built for Consulting
Project Visibility
Margin Tracking
Resource Forecasting
Basic
Advanced
Proposal → Delivery link
Full Engagement Lifecycle
Replaces Multiple tools
Built for Client Delivery. Designed for Profit.
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Smiling woman with Magnetic's 'Assigned to' cards showing individual task progress and duration
How it Works

Control Every Stage of the Consulting Engagement Lifecycle

From the first proposal to final insights, Magnetic helps consulting firms deliver with precision. Track what’s planned, what’s delivered, and what it means for your bottom line.

Bid
Build proposals that set projects up to succeed
Build structured proposals with pricing, timelines, and delivery plans baked in so you can close deals faster and set projects up for success.
Instant project conversion
Plan resources Allocation
Track changes easily
Get fast sign-off
plan
Assign the right people with the right capacity
Match the right people to the right work, using live capacity and skill visibility so you can start strong and avoid mid-project bottlenecks.
View team availability
Match skills to workloads
Balance team workloads
Forecast resource needs
Shift plans quickly
deliver
Keep Projects on track and teams aligned
Track tasks, milestones, and client deliverables and keep every consultant clear on what to do, by when, and for whom.
Assign tasks & deadlines
Set key goals
Log time to specific work
View project instantly
Track progress
Share project updates
Track
Stay in Control while delivering
Monitor progress, resources, and budgets with live dashboards and alerts.
Access real-time project data
Track budget vs. actuals
See billable vs. non billable
Catch scope drift early
Monitor margin
Analyse
Use Data to Strengthen Delivery
Leverage data to identify trends, optimize processes, and increase profitability.
Identify project risks
Forecast revenue
Understand  project ROI
Spot patterns fast
Compare past  performance
Integrations

Integrate With Your Existing Tech Stack

Connect all your favorite accounting tools in one place for a smoother, more cohesive financial management experience. Say goodbye to data silos and hello to seamless synchronisation.

See all integrations

Ready to Tighten Delivery and Grow Profit?

Magnetic gives your firm the tools to scope accurately, allocate confidently, and deliver profitably, without relying on spreadsheets and scattered systems.

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