Built for consultants

Look bigger. Work smarter.

Independent consultants and boutique firms use ZiggyNexus to deliver a client experience that rivals the big agencies — without the overhead, the headcount, or the enterprise price tag.

Sending contracts via email
Clients sign in their portal in minutes
Chasing invoice payments
Automatic reminders handle follow-up
Sharing files via Dropbox links
Secure, organized file storage per client

Everything a consultant needs

Stop cobbling together Google Workspace, DocuSign, Stripe, and Dropbox. ZiggyNexus replaces all of them with one coherent product.

Look like a larger firm

When you invite a client to portal.yourname.com with your logo and colors, they experience a polished, professional setup that signals you run a tight operation — not a freelancer working from their couch.

Kill the contract back-and-forth

Send a proposal or contract through the portal and your client signs it in minutes — legally binding, with a timestamp and IP log. No printing, no scanning, no waiting.

Get paid without chasing

Create an invoice in 30 seconds, send it through the portal, and watch automatic reminders do the follow-up work for you. Clients pay by card or bank transfer directly in their portal.

Share deliverables securely

Stop attaching reports to emails or sharing Google Drive links. Upload deliverables to the client's portal with proper access controls. Everything's versioned and organized.

One place for client communication

No more digging through Gmail threads from 6 months ago. Every conversation, every decision, every update lives in the client's portal — searchable, organized, and yours.

Structured onboarding for every engagement

Build a client onboarding flow once: welcome message, intake questionnaire, document requests, contract signature. Every new engagement starts the same professional way.

Your new client workflow

From signed contract to final invoice — all in ZiggyNexus.

1

New client signs on

You create a portal in 60 seconds, customized with your branding. Send an automated invite — they're in their workspace in minutes.

2

Onboarding runs automatically

Your pre-built onboarding wizard walks them through intake forms, document uploads, and contract signing — without you lifting a finger.

3

Engagement runs in the portal

Share reports, exchange messages, update documents, and request additional signatures — all within the portal. No email required.

4

Invoice and get paid

Send invoices monthly, on milestones, or on a custom schedule. Clients pay in the portal. Automatic reminders handle late payments.

“I'm a solo strategy consultant. Before ZiggyNexus I was using Gmail, HelloSign, and a shared Dropbox folder. Now every client has their own portal and I look like I have a 10-person operation. My clients have actually commented on how professional the experience is.”
James T.
Independent Strategy Consultant
“The e-sign feature alone was worth switching. My average contract signing time dropped from 4 days to about 2 hours. Clients just sign in their portal without needing to create an account anywhere or download anything. That friction removal changed everything.”
Priya K.
Operations Consultant, Clearpath Advisory

Your clients expect a professional experience. Deliver it.

Start your 14-day free trial today. No credit card. Set up your first client portal in under 5 minutes.

Get Started Free — $39/mo

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