Consultant management software for seamless client collaboration and project tracking
Why teams use Backlog for consultant management
Customized workflows for every client
Backlog makes it easy to tailor workflows and project spaces to each client’s needs—helping you standardize internal processes while remaining flexible.
- Use custom issue templates and statuses to save time
- Standardize recurring tasks while adapting to client-specific needs
- Centralize all project-related files, tasks, and notes
Real-time visibility for clients and teams
Provide full transparency into project progress with shared task views, Gantt charts, and Kanban boards that clearly show deadlines, ownership, and project status.
- Visualize progress and deadlines to reduce check-ins
- Provide clients transparent access to updates
- Reduce confusion with clear task assignments and priorities
One place for communication and documentation
Backlog consolidates feedback, files, and documentation in one place — eliminating endless email threads and improving collaboration.
- Threaded comments keep conversations organized
- Upload files directly to tasks or wikis for easy reference
- Permission controls allow safe external collaboration
Clear ownership and accountability
Assign tasks with priorities and deadlines so everyone — internal and external — know exactly who’s responsible at each stage.
- Assign tasks with deadlines and track progress at every stage
- Use statuses and comments to communicate updates in context
- Follow key tasks using the “Watch” feature for better oversight
Efficient onboarding for clients and new team members
Backlog’s intuitive interface makes it easy for new users—technical or not—to get started quickly.
- Simple setup with no heavy onboarding needed
- Easy for non-technical users to navigate and participate
- Invite clients with controlled access and roles
Streamlined collaboration across multiple projects
Manage multiple client projects simultaneously without losing visibility or control by using dedicated spaces and custom workflows.
- Separate workstreams by client with individual project spaces
- Customize issue types and fields for each project’s needs
- Quickly switch between projects without losing context
Notifications that keep everyone in the loop
Stay informed without micromanaging. Automated updates ensure your team and clients are always aligned on progress and changes.
- Real-time alerts and email notifications reduce the need for manual updates
- Keep everyone engaged without extra meetings or check-ins
- Help clients stay informed and involved throughout the project lifecycle
Try Backlog for consultant management today
Streamline project tracking and client collaboration
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