Platform & Dashboard

We stay in the engagement.
Not just the introduction.

Every project runs on the Preconsultify platform, from kickoff to final delivery. Dashboard, AI tools, and integrity infrastructure make every engagement better.

Active Engagement

GTM Strategy & Operating Model

Project Progress
65%
Timeline
Wk 4 / 6
On track
Escrow Status
Funded
Milestone 2 awaiting sign-off

SOW Deliverables

View Contract
Market Context & Competitor Analysis
Approved by Client • Oct 12
Target Operating Model Design
Consultant drafting • Due Oct 24
Execution Roadmap & KPIs
Dependent on TOM Design
AI Auto-Summary

Latest Sync: Operating Model Review

Consultant presented the drafted reporting structure. Client raised concerns about span of control in the APAC region. Action Item: Consultant to revise APAC org chart and reduce manager-to-IC ratio before next Tuesday's milestone review.

Platform Screens

See it in action.

From your first brief to final payment, everything runs inside the Preconsultify platform.

01
Submit Your Brief
5 minutes. No sales calls.
Preconsultify
Live Platform
Step 1 of 3

Submit your project brief

Tell us what you need. Takes 5 minutes.

We need to redesign our pricing model for our SaaS product entering Tier-2 cities…
Pricing Strategy
6–8 weeks
₹3,00,000, ₹5,00,000
We respond within 24 hours
02
Review Curated Matches
2–3 profiles in 24 hours.
Preconsultify
Your Curated Matches
Step 2 of 3

2 experts matched to your brief

Reviewed and curated by our team within 24 hours.

Ananya K.
Ananya K.Top Match
Pricing Strategy Lead · Ex-McKinsey · 9 yrs exp.
Pricing ModelsSaaSGo-to-Market
97%
match
Rohan S.
Rohan S.
Revenue Optimization Expert · Ex-BCG · 11 yrs exp.
Value-Based PricingFintechPLG
92%
match
03
Pay via Escrow
GST-compliant. TDS handled.
Preconsultify
Escrow Protected
Invoices & Escrow

GTM Strategy, Milestone 2

Payment held in escrow. Released on client approval.

Escrow BalanceFunded ✓
₹1,75,000
Milestone 2 of 3 · Due Oct 24, 2025
Milestone 1, Market Diagnosis
₹1,25,000
Released
Milestone 2, Operating Model
₹1,75,000
In Escrow
Milestone 3, Roadmap & KPIs
₹1,00,000
Pending
GST Invoice Auto-generated
INV-2025-041 · TDS Compliant
End-to-End Process

From brief to delivery. In days, not months.

Submit Your Brief

Describe your challenge, timeline, and budget. Takes 5 minutes. No sales calls required.

Get Matched in 48h

We curate 2–3 vetted consultant profiles. You review, ask questions, and choose the right fit.

SOW & Kickoff

Scope of work agreed, NDA and MSA signed, escrow funded. Project launches in days, not weeks.

Deliver on Platform

All work tracked live, deliverables, meetings, documents, and action items. Full visibility.

Close & Pay Securely

Client approves delivery, payment released from escrow. GST invoice auto-generated.

Why Preconsultify

Simple. Fast. Smart.

See how Preconsultify compares to going it alone or using a traditional consulting firm.

Without Preconsultify
  • Cold LinkedIn searches, no structured sourcing
  • Zero vetting, credentials taken at face value
  • Contracts negotiated from scratch every time
  • No project visibility after the introduction
  • Invoicing and TDS managed manually
  • No escalation path if delivery falls short
Traditional Consulting Firm
  • Junior associates do the work, partners take the call
  • 2–4 week onboarding before work begins
  • Fixed retainer whether you need them or not
  • Opaque pricing and complex billing structures
  • Knowledge stays inside the firm, not with you
  • Relationship tied to the firm, not the expert
Preconsultify
  • Curated match from a deeply vetted expert network
  • Consultants go live within 48–72 hours
  • Pay only for the exact scope agreed upfront
  • Full project tracked on our platform in real time
  • GST-compliant invoicing and TDS handled automatically
  • Escrow protection and structured dispute resolution
Get Started
Project Dashboard

Everything you need. In one place.

Feature 01
Current vs Future State Tracking

Every engagement starts with a defined baseline. The dashboard tracks current state metrics, agreed future state targets, and the delta between them in real time.

Baseline metricsTarget trackingProgress visibility
Feature 02
Deliverables Definition & Tracking

Every deliverable from the SOW is tracked in the platform. Status, due date, responsible party, and sign-off workflow, all visible to both client and consultant.

SOW-linkedSign-off workflowVersion control
Feature 03
Meeting Scheduling & Google Meet

Schedule, join, and manage all project meetings from within the platform. Automatic Google Meet link generation with pre-meeting agenda and post-meeting action capture.

Google MeetAgenda builderAction capture
Feature 04
Call Recording & Storage

All project calls are recorded with consent and stored in the project repository. Searchable transcripts available within hours.

Auto-recordingTranscript searchSecure storage
Feature 05
Document Repository

A single, versioned document store for every project. NDAs, SOWs, deliverables, presentations, all in one place, accessible to the right people only.

Version controlAccess controlNDA-protected
Feature 06
Action Item Tracking

Every meeting produces a structured action list assigned to named owners with due dates. Automated reminders. Accountability without micromanagement.

Named ownersDue date trackingAuto-reminders
Feature 07
Timesheet Tracking (Hourly Basis)

For time-and-materials engagements, consultants log hours by task category. Clients approve timesheets before payment release.

Task-level loggingClient approvalAudit trail
AI Integration

Built-in intelligence that compounds over time.

AI Feature 01
Auto-Summaries

Every call is automatically summarised, key points, decisions made, and context captured, within minutes of the meeting ending.

AI Feature 02
Action Extraction

The platform automatically extracts action items from meeting transcripts, assigns them to the right owner, and adds them to the project tracker.

AI Feature 03
Recommendation Engine

As a project progresses, the platform analyses milestones and delivery patterns to surface proactive recommendations, surfacing risks before they become problems.

AI Feature 04
Analytics Dashboard

Real-time engagement health metrics, consultant performance signals, deliverable completion rates, and project ROI tracking.

Platform Integrity

Built-in trust. For everyone.

Platform integrity is not an afterthought, it is the infrastructure that makes a high-end marketplace scalable and safe.

Trust & SafetyFinancial & Legal Protection
Escrow-protected payments eliminate non-payment risk for consultants.
GST-compliant invoicing and TDS management handled automatically.
Symmetric Non-Disclosure and Master Service Agreements signed upfront.
Structured dispute resolution process if deliverables aren't met.

Experience the platform.

Tell us what you need and see the full engagement infrastructure in action.

Find a Consultant