Industry solution · Consulting & firms
The expertise is there. The path to a new engagement needs order.
Consultancies and firms lose time not in the professional work but before and alongside it: in scheduling, follow-up and tasks nobody takes on. Peak One organizes this work for the whole team.
Free plan · Sign in with Google · set up in about two minutes
What everyone shares
The disciplines are different. The bottlenecks are similar.
- Inquiries come in through many channels, and not all of them get answered.
- For the first conversation, many messages go back and forth.
- Who follows up and what was agreed lives in one person's head.
Industries in this area
Choose your industry. Each with its own workflow.
- 01
Management consultants
From the initial consultation through the written-out offer to the project with clear tasks.
More - 02
Tax firms
New client inquiries, follow-up questions with clear ownership and internal processes alongside the firm's software.
More - 03
Law firms
Book initial consultations, nurture referral partners and run firm organization alongside the specialist software.
More - 04
Recruiters
Search assignments, client companies, introductory calls and agreements in one place.
More
How you get started
Start small. Then expand.
- 01 / 03
Let people book initial consultations
A booking link for initial consultations that you share in emails and on your website.
- 02 / 03
Manage contacts with history
Every prospect with conversation history and a planned next step.
- 03 / 03
Assign tasks
Internal initiatives and projects become tasks with a responsible person.
Peak One is not firm software. There are no client files, no deadline management and no DATEV connection, and Peak One does not provide legal or tax advice. It organizes the work around the engagement: inquiry, appointment, contact, agreement and task.
Frequently asked questions
Briefly answered.
Does Peak One replace my firm software?
No. Files, deadlines and professional documents stay in your firm software. Peak One runs alongside it for inquiries, appointments, contacts and internal tasks.
Do I have to roll out all the apps at once?
No. Most start with a booking link for initial consultations and add more apps when they need them. Getting started is free.
Keep exploring
What's included.
- IndustryLaw firmsBook initial consultations, nurture referral partners and run firm organization alongside the specialist software.View
- IndustryRecruitersSearch assignments, client companies, introductory calls and agreements in one place.View
- IndustryTax firmsNew client inquiries, follow-up questions with clear ownership and internal processes alongside the firm's software.View
- IndustryManagement consultantsFrom the initial consultation through the written-out offer to the project with clear tasks.View
Start with Consulting & Law Firms. The rest follows.
Peak One for consultancies and law firms: inquiries, initial consultations, contacts and agreements around the engagement. Log in with Google and see your company in one place.
Free plan · Sign in with Google · set up in about two minutes