Orbit
Orbit for consultants

Run your consulting practice from one app

From the first enquiry to the signed engagement and the monthly retainer invoice: leads, proposals, contracts, time and money in one place.

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A client's page in Orbit on iPhone.
Why consultants pick Orbit

What a one-person practice needs

Consulting runs on relationships and paperwork. Orbit keeps both tied to the client, so you can see every engagement at a glance.

  • Pro plan

    Leads pipeline

    Follow each enquiry through New, Contacted and Proposal sent to Won or Lost, with its source and estimated value.

  • Free + Pro plan

    Proposals clients accept online

    Retitle a quote as a Proposal, choose a layout, and let your client accept or decline it in the browser.

  • Pro plan

    Engagement contracts

    Start from a services agreement, scope of work or mutual NDA template and collect a typed or drawn signature.

  • Free + Pro plan

    Retainer invoices

    Set up a recurring invoice that's generated weekly, monthly, quarterly or yearly, with email reminders when it's due.

  • Free plan

    Hours against the engagement

    Track time on tasks, give a project an hour budget, and see what you really earned per hour.

  • Free + Pro plan

    Income and tax reports

    See money in, money out and what to set aside for tax for any month, quarter or year, then export a CSV or PDF.

A week in your practice

From enquiry to engagement

EngagementsFree + Pro plan

Proposals and contracts your client signs online

Send a proposal your client accepts in the browser, then turn it into a contract they sign with a typed or drawn signature. The signed copy carries both signatures and an audit trail.

  • Proposals and quotes: on every plan
  • Contracts with e-signature: Orbit Pro
  • Create the project from a signed contract in one step
A contract on its secure Orbit link after both parties signed it.
Follow-upsFree + Pro plan

Let Orbi draft the next step

With Orbit Pro, ask Orbi to log a lead after a call, draft a follow-up message to copy into your email, or plan the next steps as tasks. You approve each change before it's made.

  • Free: ask Orbi about your work and add or complete tasks — 5 requests a day
  • Pro: up to 200 requests a day — create and edit projects, clients, invoices and more by chat
An Ask Orbi chat proposing four new tasks for a product launch.
The moneyFree + Pro plan

Know what's owed and what you've earned

Home shows your tracked hours and unpaid invoices at a glance, and payment reminders go out by email before or after the due date.

  • Recurring invoices for retainers
  • Billable expenses pulled onto an invoice
  • Income and tax reports with CSV and PDF export
The Orbit web dashboard's Home screen with today's tasks and stats.
How it fits together

From enquiry to retainer in three steps

  1. Capture the lead

    Log the enquiry with its source and estimated value, then raise a proposal from it. Orbit creates the client for you.

  2. Agree the engagement

    Your client accepts the proposal online. Turn it into a contract to sign, then into a project.

  3. Bill the work

    Invoice the agreed figures or your tracked hours, or set up a recurring invoice for a monthly retainer.

Leads and contracts come with Orbit Pro

The leads pipeline and contracts with e-signature are part of Orbit Pro, along with custom automations, advanced analytics and Orbi AI with up to 200 requests a day. Proposals, invoices, time tracking and reports are on every plan.

Compare Free and Pro

Frequently asked questions

Yes. You send the quote as a link (you can title it Proposal or Estimate), and your client accepts or declines it in any browser, optionally with a note. An accepted quote can become a contract, a project and an invoice.

Yes, with Orbit Pro. Start from a services agreement, scope of work or mutual NDA template, or your own, and your client signs online with a typed or drawn signature. If Pro ends, your existing contracts stay viewable.

Yes. A recurring invoice is generated on the schedule you choose, weekly, monthly, quarterly or yearly, and you can add email reminders before or after the due date.

Orbit's income report shows money in, money out and what's left for a month, quarter or year. If you enter a percentage, it also shows how much to set aside for tax. It's a planning figure, not tax advice.

Features you'll use

Ready to find
your orbit?

Free to start — on iPhone, iPad and the web.

Get StartedSee pricing

Orbit's web dashboard and its iPhone app, side by side.