HR and workforce · Cases and clients
HR Consultant CMS
Everything an HR consultancy needs to run its client work: cases, time and the reports that come out of them.
Made for the people doing the work.
Independent HR consultants
One place for every client and case, instead of folders, inboxes and a timesheet.
HR consultancies
Shared case records, so anyone on the team can pick up where a colleague left off.
Retained-client practices
Time and activity against each retainer, ready to report back each month.
The parts you’ll use every day.
Case tracking
Each case runs from first contact to close, with notes, documents, dates and the next action in one record.
Time recording
Record time against a client and a case as you work, or add it afterwards.
Client records
Contacts, history and every case for a client, all on one page.
Reminders
Hearing dates, review points and follow-ups come to you, so they don't sit in a diary.
Analytics
Caseload, time and outcomes by client, consultant or case type.
Client reports
Monthly summaries built from the records, not typed up from scratch.
Three steps, start to finish.
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Open a case
Log the issue, the client and the people involved. Templates fill in the usual steps.
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Work it
Notes, documents, time and reminders gather on the case as it moves.
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Close and report
Close with an outcome. The time and the outcome feed the client's report.
About HR Consultant CMS.
Every product comes with onboarding, support from the team that builds it, and your data whenever you want it. What’s included.
Can I bring in my existing cases?
Yes. We import client and case records from spreadsheets or your current system as part of setting up.
Does it handle billing?
It records time against clients and cases and exports it for invoicing. Ask us about connecting it to your accounts package.
Can my clients see their cases?
Not yet as standard. If you need a client view, talk to us about it.