Manage your client engagements, not your calendar.
TableWork for consultants and coaches. Schedule sessions, invoice retainers, and keep client communication organized — all in one workspace.
No card needed. 14-day Pro trial.
Recommended setup
The fastest start for consulting & professional
Most consulting & professional operators start with the Founder Stack bundle — $39/mo for the modules below, on top of a platform seat from $9/mo. Atlas Core is always free. Add or remove modules any time.
Founder Stack
The early-stage founder with a small team
Booking, billing, comms, and contracts for a growing team.
5 modules included
Modules operators like you install
Customer Portal Pro
A white-labeled portal for jobs, invoices, and files.
Bookkeeping Lite
Double-entry bookkeeping, P&L, and a basic chart of accounts.
Expense Management
OCR receipts, card-spend linking, mileage, and Schedule C export.
Invoicing Pro
Recurring billing, payment plans, multi-currency, and reminders.
Per-client session scheduling
Each client engagement has its own scheduling context. Share a booking link for discovery calls, set up recurring weekly sessions, and track session history per engagement.
Session notes and follow-up items
Capture session notes and action items in the appointment form. Notes attach to the client record and are referenced in follow-up messages via signal.
Discovery call to engagement conversion
Track prospects from first discovery call through to signed engagement. Atlas handles the scheduling. Balance handles the proposal and contract.
Retainer invoicing on autopilot
Set up monthly retainer billing in balance. Invoices generate automatically on the first of each month and are sent to clients via signal. Stripe handles the payment collection.
Project-based billing
For fixed-fee engagements, create a project invoice with milestone-based payment schedules. Balance tracks what's been paid and what remains.
Session reminders and prep materials
Signal sends session reminders 24 hours out with any prep materials you want clients to review. Clients arrive prepared. Session time is more productive.
Progress check-ins between sessions
Set up automated check-in messages between sessions — a simple 'How is progress on X?' — that keep clients engaged and give you context before the next call.
TableWork speaks consulting & professional
When you sign up and select "Consulting & professional" as your business type, TableWork uses your vocabulary throughout the workspace. Your sessions are called that, not "appointments." Your team members are called what you call them. The AI chat uses your language.
Read about the Workspace Intent System →TableWork also adapts to these business types
Try TableWork for consulting & professional free.
14 days, no card needed. Starter bundle with Atlas Core plus invoicing and messaging, pre-loaded for consulting & professional.
14-day Pro trial. At the end of the trial, your workspace moves to read-only. You choose a plan to continue — no automatic charges.