Close faster. Get paid sooner.
Send a proposal, get it signed, issue the invoice all from one link. No chasing.
From proposal to payment.
Kwill is the client-business path for independent consultants: pipeline, proposal, contract, engagement, files, messaging, invoice, and Stripe payment.
Pipeline
Track leads and deals through your sales stages.
Everything your practice needs in one platform.
From white-label portals to engagement proposals, contracts, client workspaces, and milestone billing — built for independent consultants and advisory firms.
Your Brand, Your Practice
A white-label portal that carries your brand across proposals, contracts, and invoices. Serve it from your custom domain with zero Kwill branding.
White-Label Portal & Domains
Brand the portal, proposals, and invoices so clients see a seamless extension of your consulting practice.
- Custom portal domain with SSL (Studio and above)
- Brand Kit fonts, colors & logos
- Zero "Powered by Kwill" marks (Studio and above)
Engagement Proposals
Present phased engagements, retainers, or advisory packages as line items clients review online.
Interactive Engagement Proposals
Web-based proposals with phased deliverables that clients accept online.
- Multi-phase engagement scoping
- Line-item milestone breakdowns
Retainer Packages
Set up recurring monthly retainers that auto-invoice so you can focus on delivery.
Recurring Retainer Billing
Automated monthly invoicing for ongoing advisory engagements.
- Auto-recurring invoices
- Flexible retainer terms
SOW & Contracts
Clients sign the statement of work with one click. Legally binding with a full audit trail.
E-Signatures & Audit Trail
Contract signing built into the proposal approval flow.
- Legally binding signatures
- Complete audit trail log
Client Workspace
Proposals, contracts, reports, and invoices stay attached to each engagement.
Engagement Workspace Hub
Organize client deliverables, milestones, and contracts with a full audit trail.
- Dedicated client workspaces
- Complete engagement audit trail
Reports & Files
Share strategy documents, analysis reports, and deliverables from one organized workspace.
Report Delivery & Storage
Securely share and organize consulting deliverables.
- Organized file sharing
- Version-controlled reports
Client Communication
Client feedback and engagement activity live in Kwill Inbox, tagged to each project.
Kwill Inbox & Feedback
Consolidate client feedback and requests in your inbox.
- Real-time client messaging
- Tagged to engagement history
Milestone Invoicing
Bill by engagement phase. Clients pay via Stripe Payment Links while status updates in your portal.
Discovery
Engagement
Final Report
Milestone-Based Stripe Billing
Direct Stripe integration with milestone billing and 0% Kwill application fees.
- Phase-based milestone invoicing
- Auto-syncing payment status
- Deposit & final billing
The same workflow, whatever you advise on.
Strategy, marketing, technology, people, and finance engagements all run on proposals, signed SOWs, retainer billing, and a clean audit trail.
Management consulting
Scope the engagement in phases, get the SOW signed, and bill each milestone from the same client record.
Marketing consulting
Send a scoped proposal, sign the retainer, then let recurring invoices collect each month without a reminder.
Technology advisory
Keep the audit, the recommendations, and the deliverables in one project the client can open any time.
HR and people consulting
Get the NDA and service agreement signed up front, and keep every signature timestamped on the record.
Finance and operations
Give a finance team the full paper trail of views, signatures, and payments the moment they ask for it.
Look like an agency of ten, even if you're a team of one.
Free to start. Takes 5 minutes. Your brand, not ours — in any currency, from any country.