A referral is about to call.
Give consulting teams one system for discovery, project execution, stakeholder alignment, and billing.
Genaya helps consultants keep incoming opportunities, delivery tasks, stakeholder communication, reporting, and invoices in one structured workflow.
One consulting day, from intake to invoice
Follow a single Tuesday at a consulting practice that runs on Genaya. Every moment below is the same platform and the same engagement record - no tool switches, no re-typing.
An intake call comes in
A referral from a past client dials your line before you finish your first coffee. Genaya rings with the caller's context on screen - and when you are mid-session, the AI receptionist answers, qualifies the opportunity, and books the discovery slot.
Discovery is on the calendar
The session lands on Thursday with a video room already attached. Both stakeholders confirmed, reminders queued - and the opportunity record carries every note from the call, so discovery starts warm.
The engagement letter is signed
The proposal from last week comes back approved. Priya reviews the phases in the portal, taps approve, and signs with a finger - $29,500 of engagement authorized without a single PDF attachment.
Billable hours log themselves
The morning workshop wraps and the hours are already against the right engagement - client, task, and duration captured as the work happens, not reconstructed from memory on Friday.
The milestone invoice is paid
Phase 2 ships, and the milestone flips to delivered. The invoice goes out on the same record, the pay link lands with the client's finance team, and the deposit clears before the end of the day.
The testimonial request goes out
Closing the engagement fires the testimonial request automatically, while the win is still fresh. Five stars and a quote land on your profile - nobody had to remember to ask.
The pipeline, at a glance
The day winds down. The dashboard shows what the practice actually did - pipeline value, live engagements, hours banked - on one screen, with nothing left to reconcile before tomorrow.
Every engagement, hour, and invoice on one record.
Intake, bookings, engagement letters, timesheets, and invoices share the same client record - so delivery and billing never drift apart.
Genaya gives consultants one delivery system from opportunity to final invoice.
With company records, tasks, workflows, notes, estimates, invoices, and reporting connected, consulting teams can keep the full client engagement visible end to end.
See how it worksEngagement context stays intact
Companies, contacts, notes, and scope decisions remain visible from discovery through closeout.
Project work is operationalized
Tasks, milestones, and approvals become a durable workflow instead of a fragile set of documents.
Billing follows delivery
Invoices and revenue tracking stay anchored to the same project record the team already trusts.
A consulting engagement board with stakeholder context and billing on the same record.
This view maps how Genaya can support a consulting project from discovery through delivery, approval, and invoice closeout.
The modules consulting teams run on
Each capability ships inside Genaya - one login, one record, no integration project.
Structured opportunity and client records
Track engagement history, stakeholders, and account structure in a single client layer.
Inside GenayaClients + CompaniesMilestone execution
Turn consulting delivery into visible tasks, owners, reminders, and reusable project patterns.
Inside GenayaTasksApproval-ready scope and billing
Handle proposals, revisions, and invoice timing without losing connection to the engagement history.
Inside GenayaEstimates + InvoicesOperational reporting for leadership
See which projects are on track, what is blocked, and where revenue exposure is emerging.
Inside GenayaReportsRun tomorrow on Genaya.
Book a walkthrough to see how Genaya supports discovery, stakeholder coordination, project execution, and invoicing in one platform.