Every engagement has its own system
One client runs on email, another on a shared sheet, a third on whatever the last project lead set up. Switching between them costs the team every day.
PROFESSIONAL SERVICES
Every client engagement
Every client engagement
in one place your team
keeps current.
Deliverables, deadlines, and client requests in one workspace, with a Progression System that rewards your team for the steady work behind every engagement.
14-day free trial • No credit card required
Why It Matters
Made for the way consultancies and firms work
Partners, project leads, and delivery teams on one plan
Fits the way your firm already scopes and staffs engagements
Quick and simple setup, before the next kickoff
The Problem
Client work lives in too many places
The partner finds out late
Nothing shows where each deliverable stands, so the partner hears about a slipping deadline from the client instead of from the board.
Requests arrive without context
A client asks for a change on a call. By the time it reaches the analyst, the reasoning is gone and the work gets done twice.
HOW YOUR TEAM WORKS
One place for client work and everything behind it
Client Projects
Deliverables, deadlines, and project work organized from kickoff to completion.
Internal Operations
The recurring processes, admin, and planning that keep the business running.
Marketing & Business Development
Proposals, outreach, campaigns, and the growth work that fills the pipeline.
Team Coordination
Assignments, shared context, and everyone aligned without digging through scattered threads.
THE PLATFORM
Run every engagement from one place
Capture requests before the call ends
A client asks for something. Type it, press Enter, add size, due date, and owner in one step, and it is on the plan before you hang up.
A project per client, a section per workstream
Discovery, analysis, deliverables, and review each get a section, and tags sort by client, phase, or billable status.
A view for partners and a view for the team
Partners see an ordered list of every deliverable and its due date. Consultants work from a board arranged around their week. Same tasks, no reconciling.
Client feedback stays with the deliverable
Notes, versions, and files attach to the task they belong to. When round two comes back, the whole history is already there.
Find any item before the client asks twice
Search and filter across every engagement. When the client asks about the Q3 recommendation, you have it open while they are still talking.
THE GAMIFIED LAYER
The part that keeps the plan current
Every deliverable, revision, and client review moves your team's Progression System forward. The rewards give people a reason to update the plan in month six the way they did in week one.
Realms & Dungeons
Each person picks a Realm, enters one of its Dungeons, and clears it through everyday client work.
Progression
Deliverables, revisions, and reviews all count toward the next milestone.
Chests
Clear a Dungeon and open a chest with rewards inside.
THE PAYOFF
What your firm gets back
A plan you can trust before the status call
The Progression System gives people a reason to keep the tool current long after kickoff, so the status you see is the real one.
Client reviews without the scramble
Project leads see every deliverable and its status in one list, so you walk into the review already knowing where everything stands.
Credit for the work between milestones
The analyst who turns around every revision on time earns progress and rewards, not only the person who presented the final deck.
THE COMPARISON
How MagicTask compares
Asana is clean and flexible for client work. Nothing in it gives the team a reason to keep the plan current, so it drifts in the first busy month.
Monday is visual and easy to learn. The setup grows heavy over time, and the hours spent configuring it are hours not billed.
ClickUp does everything, which means your team spends as much time managing the tool as managing the client.
MagicTask keeps every engagement in one place and rewards the team for keeping it current, so the plan stays true when the quarter fills up.
14-day free trial • No credit card required