Oversight and practice
Firm OS
Firm OS runs your consulting practice: client portfolio, visits and deliverables, with access each client grants.
What it does
What you can do
Your consulting practice
Firm OS runs your consulting practice: client portfolio, visits and deliverables, with access each client grants.
$79 per named consultant per month plus tax; approved firms get a 30-day trial for up to 10 consultants.
Your firm workspace is billed separately from your clients' employer subscriptions.
Good to know
- Firms apply and are approved before the workspace is ready.
- Client employers keep their own subscriptions.
- Each client grants access to its own records.
How it works
A consulting engagement, from the firm's register to the client's workspace.
One monthly engagement in the real interface with synthetic data. The firm plans and reports; the client confirms, acknowledges and decides, in its own workspace. Access to client records is granted by each client.
01 · Portfolio
Every client engagement in one register
Firm OS runs your consulting practice: client portfolio, visits and deliverables, with access each client grants.
- Marker A: The client, linked to that engagement's workspace.
- Marker B: The next visit in the coming 30 days, and whether the client has confirmed it.
- Marker C: The latest report and where it stands: published or acknowledged.
02 · Visits
The firm proposes each visit
A consultant proposes a visit with a date, the site and a note. Each visit shows whether the client has confirmed it.
- Marker A: Propose a visit: the date, the site and a note.
- Marker B: October's visit: confirmed by the client, and completed.
- Marker C: November's visit: waiting for the client to confirm it.
03 · The client
The report arrives in the client's own workspace
The client sees the visit report and the next visit in its own workspace, and acknowledges the report and confirms the visit there.
- Marker A: Acknowledge the visit report. The firm's register then shows it as acknowledged.
- Marker B: Confirm the proposed visit date.
04 · Follow-through
The client decides what becomes work
A corrective action the consultant proposes from the visit arrives in the client's register with an owner and a due date, marked as proposed until the client accepts it.
- Marker A: Proposed by the firm, waiting for the client.
- Marker B: Accept: the client's decision, in its own workspace.
- Marker C: An owner and a due date on the client's side.
Illustrative: the real SafeGora interface with synthetic data.
Works with
Modules that share the same records
- Inspections and safety auditsRun inspections and safety audits from templates on a phone or computer, and turn findings into assigned actions.
- Corrective actionsAssign corrective actions with an owner and due date, attach completion evidence, and record who checked the fix.
- Incidents and OSHA recordsCapture incidents and near misses from the field or the office and keep one case record from first report to closure.
Try it with your own records.
Employers get 30 days of Pro with no card. Consulting firms apply for Firm OS and start a trial after approval.