Built for Consultants

Never miss a deadline that costs you a client

Use AI to remember every engagement, every deadline, and every client detail that keeps trust intact year after year.

Sound familiar?

How JomClient helps

Deadlines sneak up on you

Filing deadlines, contract renewals, review dates. When you're deep in one client's work, the others' timelines slip. One missed deadline can cost you the entire account.

Deadline alerts before they hit

Set reminders for every milestone, filing date, and review period. Get notified early so you're always ahead.

Context-switching between clients is exhausting

You finish a meeting with Client A, then Client B calls. You spend 5 minutes remembering where you left off. Multiply that by 20 clients and you've lost hours daily.

Instant context recall

Pull up any client and see their full history: meetings, notes, documents, decisions. Context-switch in seconds, not minutes.

Past engagement details are hard to find

A client from 6 months ago wants to extend their project. What did you discuss? What was the scope? The email chain is buried, and your notes are scattered.

All engagement history in one place

Past proposals, meeting notes, scope changes — everything logged on the client timeline. When they call, you sound like you never forgot.

Features consultants love

Client Timeline

Full history of meetings and deliverables

Deadline Reminders

Never miss a filing or review date

Document Storage

Proposals, contracts, and SOWs attached to clients

Smart Tags

Organize by industry, engagement type, or status

Quick Replies

Templates for proposals and status updates

AI Assistant

Ask AI which deadlines, clients, or follow-ups need action this week

Frequently Asked Questions

Can I track multiple projects per client?

Yes. Use the project feature to manage separate engagements for each client, with their own timelines, milestones, and documents.

Is JomClient suitable for consulting firms or just solo consultants?

Both. JomClient works great for solo consultants and scales to small consulting teams.

Can I store contracts and proposals in JomClient?

Yes. Attach documents directly to client profiles or project records. Everything stays organized and accessible.

How does JomClient compare to Salesforce for consultants?

Salesforce is built for enterprise sales motions. JomClient is built for consultants who need AI client memory, deadline visibility, and faster context recall.

Ready to deliver better client service?

Join consultants using AI to stay ahead of deadlines and show up with sharper client context.

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