01
Make booking part of your firm experience
Present consultations, packages and workshops in your own brand, then let clients choose a time, provide the right details and pay in one clear journey.
Rekaz consulting firm management software
Turn every consultation enquiry into a paid appointment, invoice and clear follow-up
Rekaz is a client-experience and operations platform for consulting firms. Present your services, organise each consultant’s availability, collect bookings, payments and client information, then run every consultation and follow-up from one place.
✓Booking and payment from your site ✓Team, tasks and permissions
An organised consultation journey
Strategy consultation — 60 min
10:00 AM
12:00 PM
03:00 PM
Client intake complete
Payment confirmed ✓
Consultation booked 10:00 AM
Why it matters to your firm
Rekaz gives you a polished client experience and operations that do not miss the detail
02
Protect consultant time from clashes
Connect each service to its consultants, set the session length and buffer, and keep availability clear for clients and teams across specialisms and branches.
03
Turn follow-up into organised work
Keep the client record and internal notes together, assign follow-up tasks, and review appointments, collections, invoices and reporting from one account.
From first enquiry to final follow-up
A consultation flow clients, teams and owners can all understand
Every step carries the right information forward, reducing repeated calls and manual work.
- 01
Create the service
Set the consultation type, duration, price, buffer and intake fields your firm needs.
- 02
Connect consultants
Set providers, schedules, branches and team permissions, then prepare the availability you want to show.
- 03
Clients choose a time
Clients review the service and available times, then answer the service-specific intake questions.
- 04
Collect and confirm
Manage payment or deposit, invoice and appointment details in a journey that stays clear for the client.
- 05
Deliver the session
Add a meeting link for online sessions or location details, with organised reminders and communication.
- 06
Start the follow-up
Create team tasks, retain notes and history, then review performance and collections in reporting.
A view of the operating day
What can your firm handle every day?
From the client’s first question to the task after the session, Rekaz connects the commercial and operational details around every consultation so the team is never reliant on chat history.
A calendar for every consultant
Independent availability with buffers between consultations, so clients see a realistic schedule.
Intake that fits the service
Custom fields capture the information a consultant needs before the session.
Internal notes and tasks
Record context and assign the next step to the right person instead of losing it in messages.
Permissions and branches
Organise who sees client information and operations by team role and branch.
Packages and subscriptions
Offer one-off sessions, packages or subscriptions in the form that matches your service model.
Collections, invoices and reporting
Follow payments, deposits, invoices, company and VAT details, and reporting.
Today’s schedule
Your firm, in one view
AMS
09:30 AM Confirmed
Discovery consultation
Sarah — intake complete
11:00 AM Reserved
Preparation time
Buffer between sessions
12:00 PM Paid
Follow-up session
Meeting link ready
03:00 PM Confirmed
Team workshop
Riyadh branch
4 organised sessions todayReady for follow-up
A comparison based on how you work
Choose the system that serves the complete consultation journey
Rekaz is more than a calendar: it is the client-experience and commercial-operations layer between interest and follow-up.
AlternativeWhat it handlesHow Rekaz differs
WhatsApp and manual calendars
Great for conversations, but booking, payment and follow-up stay spread across the team.
Keeps the booking, client information, collections and follow-up in one operational flow.
Calendly with payment links
Organises time selection, but needs extra tools for clients, invoicing and operational follow-up.
Brings the consultation journey, client details, invoicing and communication into your firm experience.
Google Calendar alone
Shows team time, but does not create a client journey for booking, payment, intake and follow-up.
Adds the client-facing and commercial flow, with Google Calendar synchronisation.
A custom website
Can create a distinctive front end, but requires continuous building and linking for booking and operations.
Provides a branded booking experience that stays connected to daily operations.
Practice management or project CRM
Designed for specialist matters, files, deliverables or project delivery.
Runs the consultation, booking, collection and commercial follow-up around that specialist work.
Answers that make your decision easier
Everything your firm needs for a smoother consultation experience
Direct answers to the questions that arise when choosing a consultation-management platform.
Published product guides
Review setup steps in the help centre, then discuss your firm’s operating details with the Rekaz team.
Set up booking services →
Define a service, duration, price and its providers.
Client subscriptions →
Create subscription products and manage client subscriptions.
WhatsApp and campaigns →
Set up WhatsApp, templates and campaigns from your account.
Invoices and reporting →
Review Rekaz guides for invoices, inventory and related reporting.
How does Rekaz help our firm turn interest into confirmed consultations? +
Create the consultation service in Rekaz, add its duration, price and consultants, then publish it on your site. Clients choose a time, complete the intake fields and pay, with the booking details arriving in your firm account.
How do we organise schedules for multiple consultants? +
Add each consultant as a service provider, connect them to the services they deliver, and set their availability. Rekaz shows each consultant’s available times so clients can book directly into the right diary.
How do we protect time between consultations? +
When you set up a consultation service, define its duration and add the buffer a consultant needs before or after it. Rekaz reserves that time in the diary instead of presenting it as a client booking option.
How do we collect different information for each consultation type? +
Add custom intake fields for each service, such as consultation area, company name or a brief request. Clients answer them while booking, and their responses appear in the appointment details for the consultant.
How do we manage paid consultations and packages? +
Create a one-off consultation, package or subscription product to match your model. From the account, follow the client payment or deposit, issue the invoice, and review their purchase and booking history.
How do we manage online consultations? +
Add the meeting link to the online service or appointment details. It appears with the booking information the client receives, while the appointment and its context remain in the consultant’s schedule.
How does the team follow up after a consultation? +
After the session, add an internal note to the client record and create a follow-up task. Assign it to the responsible team member, who sees the next step alongside the client and appointment details.
How do we keep sensitive client information organised? +
Add team members and set permissions for each role before the team starts working. Each person then sees the client information, appointments and follow-up relevant to their responsibility in the firm.
How do company and VAT details appear on invoices? +
Enter company and VAT details in your Rekaz account settings, then create the invoice from the booking or payment. Your firm details appear on the invoice you send to the client.
How does Rekaz connect with Google Calendar and other systems? +
Enable Google Calendar synchronisation to follow appointments in your calendar, and use API integration for the data flow your firm needs. The Rekaz team reviews the integration setup with you before launch.
Launch details and supporting evidence
Start with confidence, with a setup that fits the way your firm works
Start with a clear commercial setup
Define services, prices, session durations and buffers, then add consultants, branches and intake fields before publishing the booking journey.
Keep specialist tools in their place
Use Rekaz to run the client journey around consultations; keep case files, contracts, documents and billable-time accounting in your specialist systems.
Review what supports a buying decision
Read the published guides, pricing and privacy policy, then discuss integrations and the right launch plan with the Rekaz team.
Deliver consultations with confidence. Let Rekaz organise what surrounds them.
Show us your services, team and collection approach, and we’ll help you map a booking and follow-up journey that fits your firm.