01
Client portals
Secure, branded portals where clients track deliverables, approve work, and pull documents — without another shared drive link.
Portals · Access control · Document exchange
Independent software studio · Pembroke Pines, FL / Remote
We build the operating layer for firms that sell expertise.
Client portals, engagement management, and billing infrastructure engineered for consulting firms, law practices, agencies, and professional service teams.
Platforms built for how firms actually bill
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Years operating
4
Platforms deployed
38
Client retention
91%
Practice areas served
6
What we engineer
One system from client intake to the final invoice.
02
Billing & invoicing systems
Time tracking, retainer draws, and milestone billing wired into your accounting stack, so invoices go out the moment work is approved.
Time tracking · Retainers · Invoicing
03
Engagement management
Statements of work, deliverable checklists, and staff capacity planning purpose-built for services work, not retrofitted from generic PM tools.
SOWs · Capacity planning · Delivery tracking
04
Reporting & analytics
Real-time visibility into utilization, margin per engagement, and pipeline health — for partners who need answers before Monday's meeting.
Utilization · Margin · Pipeline
Selected engagements
Work with evidence.
View engagement
Harlow & Vance Counsel
Client portal for a mid-size law firm
View engagement
Meridian Tax Advisory
Billing automation and retainer tracking
View engagement
North Bench Creative
Engagement management for a design agency
View engagement
Colvin Strategy Partners
Reporting dashboard and margin analytics
How we work
Clear stages.
Fewer surprises.
Senior engineers stay close throughout. Decisions are visible, feedback has structure, and every stage ends with something useful.
Ask about our approach"Elite Consulting Agency didn't just build us a tool. They rebuilt how our firm bills, delivers, and reports — and gave every partner a single place to see it."
Ways to work together
Built around the stage you're at.
Focused engagement
Systems Audit
A focused review of your current workflows and tooling, with a clear blueprint for where a custom platform pays for itself.
Typically 2–3 weeks
Most comprehensive
Full Platform Build
Portal, billing, and reporting engineered and deployed as one system, from blueprint through launch and staff onboarding.
Typically 8–14 weeks
Questions before starting
A few direct answers.
Have a practice worth systemizing?
Let's build the platform your firm runs on.
hello@eliteconsultingagency.us
New engagements begin with a short discovery call.
Replies usually arrive within one business day.