CASHFISH FOR CONSULTANTS

Signed in
September.Renews in
March. Who's
counting?

The proposal is a thread, the contract is an attachment, the invoice is a PDF and the payment is a bank line. CashFish reads the first three from the inbox you already use, matches the fourth from your bank feed, pulls the terms out of each signed agreement it reads, and counts down to each renewal — with the margin per client beside it.

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Management consultantsAdvisory boutiquesFractional executivesCoaching practices

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01Four systems, one client

The pipeline lives in email.
The money lives everywhere else.

Four tools describe the same client and none of them speak. So renewal dates sneak up, slow payers stay invisible, and the account that feels most important quietly earns the least.

The proposal is fourteen messages deep

Version three went out on a Tuesday. The day rate changed in a reply on Thursday. The only record of which number was agreed is the thread — and your memory of it.

The renewal clause is on page two of a PDF nobody reopens

Northwind_SOW_signed.pdf went into a thread in September and has not come out. Clause 4 sets the notice window. Nobody has read clause 4 since the day it was signed.

Twenty-three days late, and nobody has noticed

The retainer went out on the 1st. Harbor & Co. usually pay inside two weeks. This month they haven't — and the only thing tracking that is a feeling you get around the 20th.

Your best client is a feeling

Harbor & Co. feels like the most important account. On fees against the cost of serving them, they earn you less per month than the client who never calls.

One relationship, four places. CashFish reads the proposal, the contract and the invoice from the same inbox, matches the payment from the bank — and the thread stops being the system of record.

02From conversation to collected

Four stations,
and the same record
at every one.

A consulting relationship changes shape as it matures: a conversation, then a document, then a recurring invoice. CashFish keeps it as one record that gets deeper at every station — so the renewal in March knows about the enquiry in August.

01Enquiry

A first email becomes a contact

The thread from Meridian Group creates the client record and starts its timeline. No form, no data entry — the conversation is the record.

02Proposal

In flight, not in memory

The proposal sits in a pipeline stage with the email thread beside it. Ten quiet days and the pipeline flags it for a follow-up.

03Contract

Signed, then read for you

Value, term and renewal date come out of the signed document: $4,500 a month, 6 months, renews Mar 1. A renewal alert is set 30 days out.

04Retainer

Invoiced, matched, judged

Each monthly invoice becomes a receivable, the payment is matched when it lands, and profit by client updates without a spreadsheet.

the same client record, travellingMeridian Group · enquiry Aug 14 · proposal Aug 22 · follow-up flagged Sep 1Northwind Media · signed Sep 1 · invoiced on the 1st · renews Mar 1

03Contract dissection

CONSULTING SERVICES AGREEMENT

between Northwind Media (the Client) and the Consultant

1. Services. Strategic advisory, up to six working days per calendar month, delivered remotely and on site as agreed.

2. Fees. The Client shall pay $4,500 per month, invoiced on the 1st, payable within 14 days.

3. Term. This agreement runs for 6 months from 1 September 2026.

4. Renewal. Renews for a further six months on 1 March 2027 unless either party gives 30 days' written notice.

5. Expenses. Travel re-billed at cost with receipts.

for the Client

the Consultant

4 FIELDS READNOTHING RETYPED

The contract gives up
its terms.

When the signed agreement lands in your inbox — as an attachment, or completed through DocuSign — CashFish reads it the way you would on a careful day: fee, term, renewal date, notice period, payment terms. Each field is shown for you to check, and you can correct any of them.

Value$4,500 per month, payable within 14 days

Term6 months from Sep 1, 2026

RenewalMar 1, 2027 — rolls for another six months

Notice30 days written · the alert lands on Jan 30

ExpensesTravel re-billed at cost, so receipts attach to the client

Contract extraction is included from Growth. Contract intelligence with renewal alerts — the countdown, the notice period, the alert — is part of Scale.

04Profit by client

Revenue is what
you invoice.
Margin is what you keep.

Fees on one side, the cost of serving them on the other — subcontractor invoices, tools, travel receipts, the bills that arrive in your inbox with a client's name on them. CashFish attributes the ones it can, you assign the rest, and the margin per relationship becomes a report you open, not a spreadsheet you build in December.

Northwind Media

$4,500/mo retainer · 6-month term · pays in 9 days on average

Fees

$4,500

Cost to serve

$1,440

Margin $3,060/mo · 68% of fees

Harbor & Co.

$3,000/mo retainer · renews Oct 4 · 32 days out

Fees

$3,000

Cost to serve

$1,380

Margin $1,620/mo · 54% of fees

Coastal Partnersreview before the next proposal

$18,000 fixed-fee project · signed Sep 2 · 3 months

Fees

$18,000

Cost to serve

$10,620

Margin $7,380 total · 41% of fees

Some retainers fund the practice. Some quietly tax it. The keeping decision stays yours — it just stops being a guess made in the week the renewal is due.

05Renewal radar

March's biggest negotiation
shouldn't introduce itself in March.

Each signed contract CashFish reads contributes a date to the radar. The countdown runs from the renewal, the notice clause sets the deadline, and the alert arrives with the relationship history attached.

−30

DAY −30

The alert fires. The notice window closes today.

Northwind Media, $4,500 a month, renews Mar 1. The contract's 30-day notice clause makes this the morning to decide — so CashFish puts the agreement, the margin and the whole timeline in front of you.

−21

DAY −21

The numbers are already in the room

Six months of invoices, payments and cost to serve say 68% margin and paid within nine days. Renew at the same rate, or propose new terms with the history to back them.

−7

DAY −7

The signed renewal comes back by email

DocuSign completes, the new agreement lands in the inbox, and its terms are read again: value, term, next renewal date.

DAY 0

Renewed. The next countdown starts.

The Mar 1 invoice becomes a receivable the day you send it. Sep 1 is already on the radar, and the next contract in the window is already counting down.

06Read in

The meeting, the signature,
the payment — each reports in.

Gmail

Proposals, contracts and invoices read on arrival; the thread becomes the client timeline.

AVAILABLE

Google Calendar

Connects to the same account as the inbox, so the calendar the practice runs on is not a separate silo.

AVAILABLE

Calendly

Booking links connect as well, so a discovery call is booked through a tool CashFish is linked to.

AVAILABLE

DocuSign

The signed agreement returns by email and is read for value, term and renewal date.

AVAILABLE

Stripe

Retainer payments are matched to the invoices that raised them.

AVAILABLE

Also Outlook, IMAP, HubSpot, Pipedrive, Google Drive, Dropbox, Slack and Zapier. QuickBooks and Xero import one way into CashFish. Bank access is read-only, data is protected with 256-bit encryption (SOC 2 Type II, ISO 27001, GDPR), and any connection can be disconnected from settings at any time.

07Scale, and why

Connect the inbox.
Every renewal in it starts counting down.

Scale is the plan because contract intelligence with renewal alerts, profitability by client and full CRM automation are Scale features — Growth stops at contract extraction and CRM Lite.

$44/month billed yearly ($529) · or $59 monthly

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08Questions

Before you sign.

It reads the signed agreement when it arrives in your inbox — as an attachment, or completed through DocuSign — and extracts the value, the term, the renewal date and the notice period. Each field is shown for you to check, and you can correct any of them before the renewal alert is set — for the contract on this page, 30 days out, matching its notice clause.