ClientPulse
Your consulting practice at a glance

Client operations built for high-touch consulting teams.

ClientPulse brings relationships, projects, invoices, documents, messages, analytics, RBAC, and AI assistance into one multi-tenant consulting workspace.

AI briefing

Assistant summary for the weekly client leadership review.

Three strategic accounts show expansion potential this month. Atlas Meridian requires security-signoff attention, while Meridian Health Systems is ready for phase-two proposal delivery.

Active clients

107

Recognized revenue

$2,206,788

Open projects

36

Pending actions

99

Revenue momentum

12-month revenue trend across your client base.

Recent activity

Relationship events, AI notes, and invoice updates.

Meridian Health Systems approved the phase two roadmap and expanded success budget.
Atlas Meridian Bank opened a renewal risk review for delayed security sign-off.
Cobalt CloudWorks paid INV-2026011 three days early.
AI scheduling proposed three workshop windows for HelioGrid Energy.
Document summary generated for PulseForge Health master services agreement.

Priority relationships

Health scoring, last contact, and next action guidance.