From discovery call to signed retainer.
Accountants, financial advisors, consultants, bookkeepers, business coaches, marketing agencies — the consultation calendar, the retainer invoicing, and the dual-pricing payments that make professional services feel as professional as they should.
Consultation booking · intake forms · retainer invoicing · milestone billing · dual-pricing payments · client newsletters · firm SOPs.
Built for the way your firm actually engages.
Accountant, financial advisor, consultant, bookkeeper, coach, agency — different daily realities, different starting tools. Calendefy for the consultation calendar. Invoicefy for the retainer invoicing. Practice Pays for dual pricing on big retainers. Each card below points to the product that solves the primary daily need.
Accountants & CPAs
Tax-season retainer billing, year-end engagement letters, multi-client invoicing, deductible expense tracking.
Invoicefy for CPAs →
Financial Advisors
Discovery call booking, quarterly review meetings, intake forms (assets, goals, timeline), client portal access.
Calendefy for advisors →
Management Consultants
Scoping call booking, project kickoff meetings, weekly check-ins, post-engagement debriefs.
Calendefy for consultants →
Bookkeepers
Monthly retainer billing, hours tracking, multi-client reporting, recurring service plans, client expense capture.
Invoicefy for bookkeepers →
Business Coaches
1-on-1 session booking, group cohort scheduling, package purchases, recurring weekly check-ins.
Calendefy for coaches →
Marketing & Creative Agencies
Multi-client retainer billing, scope-creep change orders, deliverable tracking, milestone payments.
Invoicefy for agencies →Your time is the product. Most software still wastes it.
A CPA misses a tax-season prospect because the booking link goes to a 90s-era Outlook calendar. A consultant invoices a $20K retainer through a free PDF tool and waits 30 days for ACH. A coach loses a client because the welcome email sequence was supposed to go out and didn't. The work is professional. The software around it isn't.
"The consultation. The retainer. The follow-up. Three things every professional services firm runs on — and one stack that runs them all." — Cacele Apps
Calendefy makes the consultation booking feel like the rest of your firm — modern, professional, friction-free. Prospects self-book; intake forms capture context; the firm sees one calendar across every partner.
Invoicefy handles the retainer billing — monthly recurring, milestone-based, hourly time tracking, scope-creep change orders. Practice Pays adds dual pricing so card fees on big retainers don't eat margin.
The consultation calendar. Self-serve. Intake-ready.
Calendefy is the consultation booking system for professional firms. Prospects self-book on a public link, fill in intake context (situation, pain, budget, timeline), and the right partner sees the meeting on a unified firm calendar with everything they need before walking in.
Discovery calls. Quarterly reviews. Weekly check-ins. Group cohorts.
Prospects tap the firm's booking link from your website, LinkedIn, or referral email and pick a slot — discovery call, scoping meeting, quarterly review, or weekly coaching. Intake forms capture the context the partner needs.
For multi-partner firms, round-robin assignment distributes inbound consultations across available partners. For coaches, recurring weekly bookings with package-based access make retention automatic.
Consultation booking
Discovery calls, scoping meetings, quarterly reviews — prospects self-book without phone tag.
Intake forms at booking
Capture context — current situation, pain points, budget, timeline — before the meeting starts.
Round-robin partner routing
Multi-partner firms distribute inbound consultations across available partners by capacity and specialty.
Recurring weekly bookings
Coaches and advisors book recurring sessions with package-based access. Retention runs on autopilot.
Sign up directly — consumer-friendly monthly pricing per user, no long-term contract.
Retainer invoicing. Milestone billing. Engagement letters at checkout.
Invoicefy handles every billing model professional services firms actually use — monthly retainer, milestone project, hourly time tracking, recurring subscription. Engagement letters get signed at checkout. Practice Pays processes the payment with dual pricing if enabled.
Monthly retainers. Project milestones. Hourly tracking. Engagement letters.
Monthly retainer billing for ongoing engagements with auto-charge. Milestone project billing for fixed-scope work with deliverable tracking. Hourly time tracking for billable-hour firms with line-item invoices.
For agencies, multi-client retainer management with scope-creep change orders, deliverable tracking, and consolidated reporting. Engagement letters get signed at checkout — no separate DocuSign step.
Monthly retainer billing
Auto-charge clients on the first of every month. ACH, card, or dual-priced.
Milestone project billing
Phase 1 kickoff, phase 2 delivery, final payment — automatic invoicing on each milestone.
Hourly time tracking
Track time per client and project, generate line-item invoices with hourly rates and totals.
Engagement letters at checkout
Client signs the engagement letter and pays the deposit in the same flow. No separate DocuSign.
Want a specific layer? Pick individual tools.
Calendefy and Invoicefy are the engagement stars for professional services. The apps below are bookable individually — sign up for one, several, or pair them with the engagements above. Cacele is the umbrella; each tool has its own sign-up.
Calendefy
Discovery calls, recurring sessions, intake forms, partner round-robin. The consultation engine for professional firms.
Start with Calendefy →Invoicefy
Retainer billing, milestone payments, hourly time tracking, engagement letters at checkout. The billing engine for firms.
Start with Invoicefy →Practice Pays
Card processing for retainers and large project payments. Dual pricing offsets card fees on big invoices legally.
Talk to Practice Pays →CraftMail.ai
Monthly client newsletters, regulatory updates, referral nurture, year-end check-ins, birthday touches.
Try CraftMail.ai →First Page
Firm websites with service pages, partner bios, case studies, contact forms, consultation-booking widget.
Try First Page →Cacele.AI
AI agents qualify inbound prospects — engagement type, business size, complexity, fee budget — and route to the right partner.
Talk to Cacele.AI →CommandVault
Engagement methodologies, audit checklists, valuation procedures, consulting frameworks, associate onboarding playbooks.
Try CommandVault →WebElevated
Optional add-on for multi-partner firms with ambitious growth plans — done-for-you SEO, Google Ads, custom firm websites.
Talk to WebElevated →See all apps & services
Every Cacele tool side-by-side, with full feature breakdowns and individual sign-up paths.
All apps & services →Professional services software, answered.
Why is Calendefy the right starting tool for professional services?
How does Invoicefy handle retainer billing?
Does Practice Pays' dual pricing work for professional services?
Do I have to sign up for the whole stack to work with Cacele?
Is this for solo practitioners or for firms with teams?
How does Cacele.AI qualify inbound leads for a CPA or consultant?
Can my marketing agency bill multiple clients on retainer?
Does First Page work for accounting and consulting firms?
How does CraftMail.ai help retain professional-services clients?
What about CommandVault for firm methodologies?
Does this work for highly regulated practices like CPAs and RIAs?
How much does it cost to start?
From discovery call to signed retainer.
Sign up for Calendefy directly to fix the consultation flow — or start with Invoicefy if billing is the gap you feel first.