For Consultancies
Run your consultancy on one tool.
Boutique consultancies juggle a CRM, a project tool, a chat app, and a doc tool — for 10-30 engagements running in parallel. Layer UI consolidates all of it.
Quick answer
Layer UI is built for boutique consultancies running 10-30 concurrent engagements. CRM for the pipeline, project boards per engagement, AI-drafted weekly client updates, and team chat — all in one $12/seat workspace.
Why consultancies switch to Layer UI
Each partner runs their own system
One uses Notion, one uses Asana, one uses a spreadsheet. Cross-engagement visibility is impossible.
Client deliverables get lost
Deliverables tracked in one tool, decisions in another, the client conversation in a third. Status updates require archaeology.
Knowledge stays with whoever did the engagement
When the consultant who ran a project leaves, the playbook leaves too.
What you get with Layer UI
Engagement = pipeline record + project + docs
Every engagement is one Layer UI record linking the deal, the active project board, the deliverables doc, and the client chat.
Cross-engagement reporting
Partner views every active engagement: stage, hours logged, last touch, AI-flagged risk.
Institutional memory survives
Engagement docs + deliverables live in the workspace, not in someone's Dropbox. Onboarding new consultants becomes a directory search.
Tools Layer UI replaces for consultancies
- HubSpot / Pipedrive
- Asana / Monday
- Slack
- Notion / Confluence
- Dropbox folders
Common questions
- Can different partners have their own pipelines?
- Yes — multiple pipelines (e.g., 'Discovery,' 'Implementation,' 'Retainers'), each with their own stages and owners.
- Can we track utilisation across consultants?
- Yes — task-level time tracking rolls up per consultant per week. AI flags under- and over-utilisation.
- Is Layer UI secure enough for client work?
- Yes — SSO, role-based permissions, encrypted at rest. See /security for the full spec.