Key takeaways
- HybridHero is the workspace management pick: bulk team booking, no-show release, client rooms, visitors and parking across every office.
- Kantata runs the engagement economics; Float and Harvest keep the bench and the timesheet honest.
- Asana, Miro and Notion are where the actual delivery, workshops and knowledge live, and every consultant already knows them.
- Projectworks is the lighter PSA for firms that find Kantata heavy.
- Why it matters in 2026: PwC US staff spend around half their time in person, EY targets 40 to 60% and Deloitte US tax weighs attendance in reviews, so team days now collide and need booking.
📌 Transparency note
HybridHero is our product. It is the workspace management entry on this list and we have put it first. The other tools are not competitors of ours: they cover the rest of the software a consulting firm runs on, and were chosen on public product information and independent Capterra reviews, read in August 2026. Pricing changes often, so verify on vendor sites before you buy.
HybridHero desk booking: live floor plan with bookable desks for a consulting office 50% of their time in person at an office or client site for the majority of PwC US staff, varying by season for audit Bloomberg Tax, February 2025
40 to 60% in-person time is where EY US says teams perform best Bloomberg Tax, February 2025
2 to 3days of weekly in-person collaboration expected of Deloitte US tax staff, now considered in performance evaluations Fortune, March 2025
53% average global office utilisation in 2025, up from 38% in 2024 CBRE 2026 Global Workplace & Occupancy Insights
Looking to deploy? See HybridHero for consulting firms, or read the full 2026 list below.
Desks, Rooms, Visitors and Parking in One Platform HybridHero handles desk booking, meeting rooms, visitor management and parking in one platform. Watch on YouTubeWhat a consulting firm actually runs on
A consulting firm sells time, so its software has three jobs: know who is on the bench and who is on the beach, record the hours and bill them, and give the team somewhere to do the work. Most lists stop there. The fourth job is the office, because the office is where a project team comes together on a Wednesday, and if the desks, the client room and the parking are not booked as a team the day is lost to logistics.
The 2026 numbers explain the pressure. PwC US staff spend around half their time in person, EY US targets 40 to 60%, and Deloitte US tax now considers attendance in performance evaluations. Every firm is tightening, but attendance stays uneven and clusters mid-week, so the office needs a system as much as the timesheet does.
The shortlist: 8 best software tools for consulting firms
#1HybridHero, workspace managementBulk team booking, no-show release, client rooms and parking across every office.#2Kantata, professional services automationResourcing, project financials, time and billing for firms of 50 to 5,000.#3Float, resource planningThe simplest way to see who is on what next week.#4Harvest, time tracking and invoicingTimesheets and invoices consultants will actually fill in.#5Projectworks, professional services automationThe lighter PSA: resourcing, time, forecasting and invoicing without the weight.#6Asana, project deliveryWorkplans, owners and deadlines the client can see.#7Miro, workshops and whiteboardingThe whiteboard for workshops, in the room and on the call.#8Notion, knowledge managementThe firm’s methods, templates and case studies in one searchable place. Best software for consulting firms: the stack at a glance
| Tool | Category | What it does for a consulting firm | Pricing model | Capterra rating (August 2026) |
|---|
| HybridHero | Workspace management | Books a project team’s desks in one action, releases no-shows, runs client workshops with visitors and parking, reports utilisation per office | Custom quote | 4.3 / 5 (44) |
| Kantata | Professional services automation | Runs engagement economics: resourcing, budgets, burn, time, expenses and invoicing in one system | Custom quote | 4.2 / 5 (628) |
| Float | Resource planning | Schedules people to projects, shows capacity and time off, and flags over-allocation | Per user, published monthly tiers | 4.5 / 5 (1,621) |
| Harvest | Time tracking and invoicing | Captures time and expenses per project, tracks budget burn and invoices from the timesheet | Per user, published monthly tiers | 4.6 / 5 (652) |
| Projectworks | Professional services automation | Resourcing, timesheets, project financials and invoicing for firms that find enterprise PSA heavy | Per user, published pricing | 4.7 / 5 (162) |
| Asana | Project delivery | Runs the engagement workplan with tasks, owners, dependencies and client-visible status | Per user, free plan and published tiers | 4.5 / 5 (13,667) |
| Miro | Workshops and whiteboarding | Runs client workshops, journey maps and design sessions on an infinite canvas with templates | Per user, free plan and published tiers | 4.7 / 5 (1,702) |
| Notion | Knowledge management | Holds methods, proposals, case studies and onboarding in linked pages and databases | Per user, free plan and published tiers | 4.7 / 5 (2,808) |
Ratings are Capterra scores with review counts, read in August 2026. Each tool covers a different job, so the list is ordered by how much of a consulting firm’s day it touches, not by star average.
How we chose the best software for consulting firms
One tool per job, chosen for a business that sells time: bench, timesheet, delivery, workshops, knowledge and the office. Capterra ratings were read in August 2026 and are shown for context. The list is ordered by how much of a consultant’s week each tool touches, not by star average.
01
One job per tool
Office, engagement economics, scheduling, time, delivery, workshops, knowledge. Nothing competes with anything else on the list.
02
Consulting fit
Built for firms that sell time and run projects, with utilisation and burn as first-class numbers where relevant.
03
Adoption evidence
A real Capterra rating with a meaningful review count.
04
Fits together
Time tracked in one tool attaches to work in another; the stack is meant to be run together.
05
Sized for the firm
A boutique and a 2,000-person firm should both find a fit, with the step-ups named.
06
Pricing clarity
Published pricing where it exists, and an honest “custom quote” where it does not.
Full reviews: the top 3 software tools for consulting firms
#1 EDITOR’S CHOICE
HybridHero, workspace management
Workspace management built around the project team as the unit of booking
ISO 27001Bulk team bookingRooms, desks, visitors, parkingSwitch Programme
HybridHero is the workspace management entry because it treats the project team as the unit of booking. A project manager or assistant reserves a block of desks for the whole team in one action, booking on behalf of colleagues is supported, and neighbourhoods keep the team together on a busy Wednesday. Check-in with automatic release returns desks to the pool when a client meeting runs over and the team never arrives.
Client rooms, visitor management and parking sit in the same platform, so a client workshop is one booking: the room, the visitors pre-registered with a QR code and badges, the parking bays. Multi-location management from one admin console covers a firm with offices in several cities, with 15 languages in the platform UI for international teams and amenity-based desk search for anyone who needs a second monitor or a quiet zone.
Utilisation reporting shows floor and team use by day, which is the evidence for the next lease decision. SSO and Active Directory and multi-location management sit on the Professional plan; a custom API and board-ready reporting on Enterprise. ISO 27001 certified, GDPR compliant, with 24/7 real human support on Professional and above.
Use case: Team days that work: the whole project team seated together, the client workshop booked in one step, empty desks released.
Scenario: A 180-consultant office with 110 desks has three project teams wanting the same Wednesday. Each lead books the team’s desks in one action, one team stuck at a client until 11am loses its desks to the waiting pool automatically, and the partner sees Wednesday utilisation by team before the renewal.
✓
Bulk booking: reserve desks for a whole project team in one action
✓
Booking on behalf of your team
✓
Neighbourhoods that keep a team seated together
✓
Check-in with automatic release of unused bookings
✓
Recurring and multi-day bookings for engagement periods
✓
Client rooms, visitor pre-registration and parking in one workflow
✓
Multi-location management from one admin console
✓
Amenity-based desk search (dual monitors, sit-stand desks, quiet zones)
✓
Utilisation reporting by floor, team and day
✓
ISO 27001 certified, GDPR compliant, 15 languages
Pricing
All plansCustom quote. Pricing is confirmed on a 30-minute consultation call and in writing.
EnterpriseCustom pricing with custom API, board-ready reporting and a dedicated customer success representative.
Switch Programme30-day guaranteed migration from any current platform.
Strengths
✓Bulk team booking and neighbourhoods built for project-team attendance
✓Client rooms, visitors and parking in the same platform as desks
✓One admin console across every office, with 15 languages
✓24/7 real human support (Professional and above) and a guided 30-day migration
Limitations
×Quoted on headcount and locations, which includes consultants rarely in the office
×SSO and advanced analytics are Professional and above
×Runs the office only; utilisation of people is the PSA’s job
▶HybridHero is the workspace management pick for consulting firms that want team days, client workshops and multi-office reporting handled in one platform. See
HybridHero for consulting firms.
#2
Kantata, professional services automation
The PSA for firms that want project management, resource planning and billing in one place
Resource planningProject financialsBilling
Kantata (the former Mavenlink) is professional services automation for firms of 50 to 5,000 people: resource planning, project management, time and expense, budgets and burn rates, forecasting and invoicing in one system. Reviewers say it lets them replace several tools and see utilisation and burn at a glance.
It is rated 4.2 from 628 Capterra reviews. The consistent complaints are complexity and a steep learning curve, heavy data entry without enough bulk actions, and price for smaller teams. It suits a firm that has outgrown spreadsheets and a lighter PSA, not a twelve-person boutique.
Use case: See the whole firm’s utilisation, burn and forecast in one place instead of reconciling five spreadsheets.
Scenario: A 300-consultant firm moves resourcing and project financials into Kantata, sees bench time by practice every Monday, and stops discovering over-served fixed-fee projects at invoice time.
✓
Resource planning and capacity
✓
Project management and budgets
✓
Time and expense capture
✓
Burn rate and forecasting
Pricing
All plansCustom quote, with tiers by user count. Verify current pricing on kantata.com.
Strengths
✓Replaces several tools with one PSA
✓Utilisation and burn visible in real time
✓Built for the 50 to 5,000 range
Limitations
×Steep learning curve and heavy data entry
×Expensive for small teams
×Support gets mixed reviews
▶Best for: mid-size and large consulting firms that need resourcing, financials and billing in one system and can invest in the setup.
#3
Float, resource planning
Resource scheduling that a resourcing manager can run without a project office
Capacity viewTime offFast setup
Float does one thing: it shows who is scheduled on what, with capacity, time off and over-allocation visible on one timeline, and it does it well enough that 1,621 Capterra reviewers rate it 4.5. It is the tool for a firm whose real problem is the bench and the double booking, not the invoice.
It is not a PSA. Project financials, invoicing and forecasting sit elsewhere, and firms that need those in the same system move to Kantata or Projectworks. For most boutiques and mid-size firms, Float plus a time tracker plus accounting is the whole stack.
Use case: Answer “who is free in the second week of October” in ten seconds.
Scenario: A 60-person strategy boutique schedules every consultant in Float, sees a partner has double-booked two engagements for the same week, and moves the work before the client notices.
✓
Drag-and-drop scheduling timeline
✓
Capacity and utilisation view
✓
Time off and public holidays
✓
Over-allocation warnings
✓
Integrations with Asana, Jira and calendars
Pricing
Per userPublished per-user monthly tiers with a free trial. Verify current pricing on float.com.
Strengths
✓Fast to set up and easy to keep current
✓Capacity and time off on one screen
✓Largest review base in the resourcing category
Limitations
×No project financials or invoicing
×Reporting is basic beyond utilisation
×Per-user cost grows with headcount
▶Best for: boutiques and mid-size firms whose main problem is scheduling people, not billing them.
Tools 4 to 8: quick reviews
#4
Harvest, time tracking and invoicing
The clean timesheet, with budget tracking and invoicing behind it
Budget burnInvoicing
Harvest is the timesheet consultants tolerate: a clean timer, project budgets that show burn as hours land, expenses, and invoices generated from the time. It integrates with Asana, QuickBooks, Xero and over 70 other tools. It is rated 4.6 from 652 Capterra reviews; the main complaint is price rises for larger teams, so check the per-user cost against Float’s time tracking add-on before you buy both.
Use case: Get time in on the day it happens and see fixed-fee budgets burning before they are gone.
Scenario: A 30-person firm puts every engagement into Harvest with a budget, consultants log time from the Asana task, and the partner sees a fixed-fee project at 80% burn with half the work left.
▶Best for: small and mid-size firms that need reliable time capture and invoicing without a full PSA.
#5
Projectworks, professional services automation
Built by a consultancy for consultancies, with the forecast and the invoice in one place
ForecastingPer-user pricing
Projectworks is the PSA for firms that want resourcing, timesheets, project financials, forecasting and invoicing in one system without an enterprise implementation. It is rated 4.7 from 162 Capterra reviews and is priced per user with published pricing. It is the natural step up from Float plus Harvest when a firm wants forecasting and margin in the same tool as the timesheet.
Use case: Forecast revenue and margin from the resourcing plan, then invoice from the same system.
Scenario: A 90-person engineering consultancy replaces Float, a timesheet tool and an invoicing spreadsheet with Projectworks and gets a rolling three-month revenue forecast from the schedule.
▶Best for: mid-size firms that want a full PSA at per-user pricing and find Kantata heavier than they need.
#6
Asana, project delivery
The delivery tool most consultants already know, with 13,667 Capterra reviews
WorkplansClient portals
Asana is where the engagement workplan lives: tasks, owners, dependencies, timelines and status, with guest access so the client sees progress without a weekly deck. It is rated 4.5 from 13,667 Capterra reviews and has a free plan. Time tracked in Harvest or Float attaches to the Asana task, which is how the two halves of the stack meet.
Use case: One workplan per engagement that the team and the client both trust.
Scenario: A transformation team runs a 20-week programme in Asana with the client sponsor as a guest, and the Friday status call becomes a ten-minute review of the board instead of an hour of reconstruction.
▶Best for: delivery teams at any firm size that want a shared workplan with client visibility.
#7
Miro, workshops and whiteboarding
The workshop canvas consultants reach for first, rated 4.7 from 1,702 reviews
Workshop templatesHybrid sessions
Miro is the infinite canvas for workshops: journey maps, process maps, prioritisation grids and retros, with templates, voting and live cursors so a hybrid session works for the people in the room and the people on the call. It is rated 4.7 from 1,702 Capterra reviews; the complaints are lag on very large boards and adverts on the free tier.
Use case: Run a client workshop that produces an artefact, not a photo of a wall of sticky notes.
Scenario: A team runs a two-day operating model workshop in a booked client room with three participants remote, and the Miro board is the deliverable by the end of day two.
▶Best for: any firm that runs client workshops, especially with hybrid attendance.
#8
Notion, knowledge management
Knowledge base and wiki, flexible enough for a firm that changes its mind about structure
Wiki and databasesAI search
Notion is the knowledge base: methods, templates, proposals, case studies and onboarding in pages and databases the whole firm can search. It is rated 4.7 from 2,808 Capterra reviews and has a free plan. The known weaknesses are speed on very large databases and a mobile app that trails the desktop, neither of which matters much for a wiki.
Use case: Stop rebuilding the same proposal from an old email.
Scenario: A firm moves its methods and past proposals into Notion, and a new consultant finds the last three pricing-strategy engagements and their templates on day one instead of week three.
▶Best for: firms that want a living knowledge base without a documentation project.
How to build the stack in the right order
Fix the bench before the invoice
Firms lose more margin to double booking and idle time than to slow invoicing. Start with resourcing (Float for most, Kantata or Projectworks when you need financials in the same system), then time, then billing.
Treat the office as part of utilisation
A project team that spends Wednesday morning finding desks and a client room is not utilised. Book the team, the room, the visitors and the parking in one step. HybridHero covers all four; a desk-only app leaves reception on a tablet.
Pick the tools consultants already know
Asana, Miro and Notion are on the list partly because new joiners arrive knowing them. Adoption is the whole game in a firm where everyone is billable.
Price on real attendance and real headcount
Per-user tools charge for every consultant on the licence. Ask each vendor to price your actual numbers, and for the workspace platform, ask for a quote on headcount and locations rather than guessing from a per-desk model.
Final verdict: the best software for consulting firms in 2026
| If you need… | Best software for consulting firms |
|---|
| Team booking, client rooms, visitors and parking, every office | HybridHero |
| Resourcing, financials and billing in one PSA for a large firm | Kantata |
| Who is on what next week | Float |
| Timesheets, budget burn and invoicing | Harvest |
| A full PSA at per-user pricing for a mid-size firm | Projectworks |
| Engagement workplans the client can see | Asana |
| Client workshops in the room and on the call | Miro |
| Methods, proposals and case studies in one place | Notion |
Workspace management for consulting firmsSee a project team booked in one action
Book a 20-minute demo and see bulk team booking, no-show release and client workshop bookings working together across every office in one ISO 27001 certified platform. The Switch Programme guarantees migration from any current system in 30 days.
Frequently asked questions about software for consulting firms
It depends on the job. HybridHero is our pick for workspace management (team desk booking, client rooms, visitors, parking). Kantata is the PSA for large firms, Float the scheduler, Harvest the timesheet, Projectworks the lighter PSA, and Asana, Miro and Notion cover delivery, workshops and knowledge.
If consultants come in as project teams on the same days, yes. Bulk booking seats the team together, check-in with auto-release returns desks when a team is stuck at a client, and the client workshop is booked with the room, the visitors and the parking in one step. HybridHero provides all of that.
Float schedules people and stops there; it suits most boutiques. Projectworks adds financials, forecasting and invoicing at per-user pricing for mid-size firms. Kantata is the enterprise PSA for firms of several hundred to several thousand that can invest in the setup.
On HybridHero, yes: bulk booking reserves multiple desks in one action and booking on behalf of a team is supported. That is the feature that turns a team day from logistics into a team day.
Float, Harvest, Projectworks, Asana, Miro and Notion publish per-user pricing, several with free plans or trials. Kantata is a custom quote. HybridHero is priced by custom quote, confirmed on a consultation call and in writing.
Yes. Multiple locations are managed from one admin console with utilisation reporting across all sites, and the platform UI supports 15 languages.
Related reading: HybridHero for consulting firms, Workplace software for professional services and consultancies, Best tech for consulting firms in 2026.
Sources
- Bloomberg Tax. “Big Four shun return-to-office push, stick with hybrid instead”, 5 February 2025. news.bloombergtax.com
- Fortune. “Deloitte ties office and client-site attendance to performance metrics for US tax staff”, 5 March 2025. fortune.com
- CBRE. 2026 Global Workplace & Occupancy Insights, 20 January 2026. cbre.com
- Vendor websites, pricing pages and product documentation, read August 2026
- Capterra verified user reviews for each tool, read August 2026
Pricing and feature information was accurate at time of writing. Always verify on vendor websites before purchasing. Last reviewed: August 2026.