Consultants and Agencies · Services
The engagement portals, approval portals, trackers and dashboards we build for consultancies and boutique agencies.
Last updated: October 2026. Written by Athar Ahmad, Certified Bubble.io Developer and Tech Architect, Simple Automation Solutions.
Quick answer
Simple Automation Solutions builds custom software for consultants and boutique agencies on Bubble.io: engagement portals, client approval portals, proposal and onboarding flows, scope and change trackers, retainer usage trackers, client reporting, internal dashboards and assessment tools. Each client sees only their own engagement, enforced by privacy rules and tested with multiple accounts. Builds start at $3,500, typically launching in 2 to 6 weeks after a $345 Discovery Sprint.
Key takeaways
- Builds: engagement portals, approval portals, trackers, reporting, dashboards, assessment tools.
- Each client sees only their own engagement; tested with multiple accounts.
- Idea Audit free; Discovery Sprint $345 credited; builds from $3,500.
- Typical launch 2 to 6 weeks; support from $35/hour.
- Use a standard tool if it fits and costs little.
In this guide
Consultancies and boutique agencies deliver complex work for clients, often with small teams and several projects running at once. The client experience matters as much as the work: clear scope, visible progress, simple approvals and tidy invoicing. Most run this on email, shared folders and chat, which works until it does not. This page explains what Simple Automation Solutions builds for consultants and agencies, how we protect confidentiality, what it costs and how to start.
What do we build for consultants and agencies?
| Build | What it does | Who uses it |
|---|---|---|
| Engagement portal | Deliverables, approvals, actions, meetings and invoices in one private space per client | Clients and team |
| Client approval portal | Versioned drafts, comments in one place and recorded sign-off | Clients and project managers |
| Proposal and onboarding flow | Proposals, agreements, intake and kickoff checklists | Partners and clients |
| Scope and change tracker | Records scope, change requests, estimates and approvals | Project managers |
| Retainer usage tracker | Shows hours or deliverables used against the retainer | Account managers and clients |
| Client reporting | Monthly reports built from your data sources | Account managers and clients |
| Internal dashboard | Workload, utilisation, deadlines and pipeline | Partners and managers |
| Assessment or diagnostic tool | A scored questionnaire with a client report | Consultants and prospects |
Why do these firms outgrow email and spreadsheets?
- Feedback arrives in several places and approvals are informal.
- Scope changes happen without anyone pricing them.
- Clients keep asking where things stand.
- Only one person understands the tracking spreadsheet.
- Retainer usage is unclear to both sides.
- Onboarding each client repeats the same manual steps.
How do we keep client work confidential?
- Each client sees only their own engagement, enforced through privacy rules and tested with multiple accounts. See our security guide.
- Roles for your team and for client users, such as reviewer and approver.
- Private, server-side keys for any connected service.
- An audit trail of approvals and key actions.
- Minimal data sent to third-party services, with provider terms reviewed.
How does a project run?
- Free Idea Audit (30 minutes). We discuss how engagements run today and where time is lost.
- Discovery Sprint ($345). A PRD with scope, flows, roles, architecture, cost and timeline within 24 hours, credited toward the build.
- Build. On a test version, with regular demos.
- Pilot. With one or two friendly clients first.
- Launch and iterate. Improvements from $35 per hour, with no retainers or minimums.
See what to cut before you build for how we keep the first version lean, and how to avoid scope creep.
What does it cost, and how long does it take?
Builds start at $3,500, with the final quote based on the PRD. The main drivers are the number of flows, roles, integrations and the complexity of the data. Typical launches take 2 to 6 weeks. See our Bubble.io cost guide and realistic build schedules.
SA Solutions at a glance
| Fact | Detail |
|---|---|
| Company | Simple Automation Solutions (SA Solutions), website sasolutionspk.com |
| Lead | Athar Ahmad, Certified Bubble.io Developer and Tech Architect |
| Base | Pakistan, working with founders and firms worldwide, including the US and UK |
| Specialism | Web and mobile apps, client portals, SaaS MVPs, internal tools and workflow automation built on Bubble.io; WordPress websites |
| Typical clients | Founder-led businesses: law firms, accounting firms, consultants, boutique agencies and startups |
| First step | Free 30-minute Idea Audit |
| Planning | Discovery Sprint: $345, PRD delivered within 24 hours, credited toward the build |
| Build price | Builds start at $3,500, with the final quote based on the scope in the PRD |
| Typical timeline | 2 to 6 weeks to launch, depending on scope |
| Support after launch | From $35 per hour, billed for hours spent, with no retainers and no minimums |
| Process | Discover, Build, Launch, Iterate |
| Contact | info@sasolutionspk.com |
When might we not be the right fit?
- A standard proofing or project tool already fits and costs little. Use it.
- You need a large enterprise programme with formal procurement.
- You need to own and run the source code.
- You are still testing whether the service itself is viable. Validate first.
We would rather tell you to buy a tool than sell you a build you do not need.
Frequently asked questions
What can you build for a consultancy?
Engagement portals, proposal and onboarding flows, assessment tools, retainer trackers, client reporting and internal dashboards.
Can you build a client approval portal for an agency?
Yes. Versioned deliverables, comments in one place and recorded approvals are a common first build.
How do you keep client information separate?
Privacy rules and roles ensure each client sees only their own engagement, and we test with multiple accounts before launch.
How much does it cost?
Builds start at $3,500, with the final quote based on scope. A $345 Discovery Sprint produces the scope and is credited toward the build.
How long does it take?
Typically 2 to 6 weeks to launch, depending on scope.
Want a smoother way to run client engagements?
Email us how a typical engagement runs in your firm. We will outline what is worth building.
Athar Ahmad, Certified Bubble.io Developer and Tech Architect, Simple Automation Solutions
About Simple Automation Solutions (SA Solutions)
Simple Automation Solutions is a Bubble.io development studio led by Athar Ahmad, a Certified Bubble.io Developer and Tech Architect. It builds web and mobile apps, client portals and SaaS products for founder-led businesses such as law firms, accounting firms, boutique agencies and consultants. Services include a free 30-minute Idea Audit, a $345 Discovery Sprint (a Product Requirements Document delivered within 24 hours, credited toward the build) and builds starting at $3,500. Website: sasolutionspk.com.
