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CompCheck.IO for Consultants

Run your consultancy. Manage your clients.

Give every client their own digital workspace while managing client accounts, proposals, subscriptions, documentation, payments and service delivery through one connected platform.

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✓ Multi-client management
✓ Consultant CRM
✓ Automated service delivery
Consultant Super Admin
Built around a multi-client consultancy

Your consultancy. Your clients. One platform.

CompCheck.IO gives consultants a Super Admin environment designed to help manage clients, commercial relationships and ongoing service delivery at scale.

SA

Multi-Client Super Admin

Manage your own client portfolio.

Create and manage separate client organisations from one consultant-level environment while giving each client access to their own CompCheck.IO workspace.

CRM

Consultant CRM

Keep client relationships organised.

Maintain client accounts, contacts and associated tasks so important relationship information is kept within the platform.

S

Dynamic Client Subscriptions

Build packages around each client.

Configure client subscriptions with different allowances and access levels rather than forcing every customer into the same service package.

P

Proposals

Package services and software together.

Prepare and send client proposals combining consultancy services with CompCheck.IO allowances and service packages.

£

Payments & Recurring Billing

Get paid through your own account.

Connect your own Stripe account so clients can pay online, including support for recurring billing arrangements.

I

Invoices

Keep billing closer to the client record.

Create and send invoices to clients and customers as part of the wider consultant-client relationship.

%

Promo Codes

Create flexible commercial offers.

Generate promotional codes for appropriate customers, campaigns or commercial arrangements.

B

Client Broadcasts

Communicate across your client base.

Send broadcast communications to multiple clients when important information needs to be distributed at scale.

MS

Management System Automation

Reduce repetitive document administration.

Maintain your own document templates, personalise them automatically for individual clients and distribute updated versions through client management systems.

Proposals, payments & subscriptions

Turn a prospect into a managed client without rebuilding the relationship in different systems.

CompCheck.IO allows consultants to combine their professional services with access to the platform itself — making it easier to create a structured commercial offer for each client.

✓ Build proposals around consultancy services and platform allowances.
✓ Configure different client subscriptions and allowances.
✓ Take online payments through your own integrated Stripe account.
✓ Support recurring billing for ongoing client relationships.
✓ Create invoices and promotional codes where required.
CRM & client management

Keep the client relationship alongside the work you deliver.

Instead of maintaining separate spreadsheets or CRM records, consultants can keep client accounts, contacts and associated tasks within the same wider environment used to deliver services.

✓ Maintain separate client organisations and accounts.
✓ Keep client contacts within the CRM environment.
✓ Maintain tasks associated with client relationships and work.
✓ Give each client access to their own digital workspace.
Management System Automation

Create once. Personalise and deploy across your clients.

Maintain your own master document templates and use CompCheck.IO to reduce the repetitive administration involved in producing personalised management-system documents for multiple client organisations.

1

CREATE

Add your own policies, procedures and document templates.

2

SELECT

Choose the documents to assign to a client.

3

PERSONALISE

Populate documents with client-specific information automatically.

4

DEPLOY

Place the personalised documents into the client's account.

5

SIGN

Share documents with workers and obtain digital signatures.

Update once. Deploy the new version across every relevant client.
When a master document is updated, CompCheck.IO can reassign the updated version to the clients using that document, update relevant dates and retain previous versions for version-control purposes.
Give every client their own workspace

Deliver your service through a platform the client can actually use.

Clients don't simply exist as records inside the consultant's account. Each client can have their own CompCheck.IO environment containing the tools and content relevant to their organisation.

Management System Give clients access to personalised management-system documents assigned by the consultant.
Document Library Clients can maintain and share additional documents within their own document library.
Digital Signatures Share documents with employees, workers and other recipients and retain evidence of acknowledgement.
Compliance Tools Give clients access to checklists, risk assessments, audits, tickets and other relevant platform functionality.
Training & LMS Where included, clients can assign and track workforce learning through Academy.
HR & Workforce Where included, clients can manage employee and workforce processes through the HR platform.
Client-Controlled Documents Clients can upload their own supporting documents alongside consultant-provided material.
Ongoing Service Delivery Keep consultant support and client systems connected beyond the initial document handover.
From prospect to recurring client

Manage more of the commercial relationship inside CompCheck.IO.

Bring together the steps involved in winning a client, configuring their service and maintaining the ongoing relationship.

1

LEAD

Maintain the prospect or client relationship.

2

PROPOSE

Package consultancy services and platform allowances.

3

ACCEPT

Move the customer into an agreed service arrangement.

4

PAY

Take payment through your own Stripe integration.

5

CONFIGURE

Create the client's subscription and allowances.

6

DELIVER

Provide documents, systems and ongoing consultancy support.

7

RECUR

Support ongoing billing and recurring client relationships.

Spend less time administering clients — and more time serving them.

See how CompCheck.IO can help consultants manage client accounts, automate recurring administration and deliver a more connected digital service.

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