Available as a desktop or a browser-based application, Consultant's Helper is a total office support software package  designed specifically for consultants that combines customer relationship management, scheduling, time and billing, project management, document management, and marketing tools in one application.

Download a free 45 day trial copy of Consultant's Helper!

In today's technologically advanced world, choosing  the right software for your office is a more important decision than ever. Most  programs today still focus primarily on storing and retrieving information.  Rather than offering another flavor of this type of approach, we have endeavored  to go a step further and build a program that serves as an interactive business partner capable of helping your business prosper. To accomplish this, we designed Consultant's Helper around three key principles:

1. An office support software program should be easy to use, save you time, and help you increase revenue,

2. An office support software program should help you  manage and foster the client relationships you need to get and keep happy clients,

3. An office support software program should both  help your business grow and be ready to grow with you.

In addition to offering industry leading contact management, billing, project management, and scheduling modules, Consultant's Helper also links with industry leading programs like MS Word and WordPerfect for document assembly, Quickbooks and other general  ledger accounting programs for accounting, and PalmPilot for on-the-road access to your data. We've also included an Import Wizard so you can import your data from other programs without having to start from scratch.

Designed for firms of any size, Consultant's Helper ships network ready out-of-the-box. Multi-user features include  group scheduling, shared access to files, and detailed security  settings. Consultant's Helper is scalable to MS SQL Server or any ODBC compliant database for client-server solutions. For firms seeking total  mobility and effortless distribution, Consultant's Helper is  also available in a browser-based version, Consultant's Helper.com.

Download a free 45 day trial version to see how Consultant's Helper can work for you!

System Requirements

• Windows 95/98/ME/NT 4.0/2000
• Pentium 100 or Higher
• 16 Megabytes of RAM or more

The Helper Series Contact Relationship Management System allows you to control every aspect of your contacts from one easy-to-use, centralized location. A wealth of information for each contact, including his or her personal data, commitment schedule, historical journal, and associated projects and/or billing accounts, is all placed right at your fingertips to make the complex task of managing client and contact relationships a snap. When a client walks into your office, you instantly have access to all information related to that client.

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The Helper Series Contact Relationship Management System is made up of a countless list of features designed to be incredibly easy to use. Features include multiple address, phone numbers, and email addresses for each contact, 100 completely customizable user defined fields, integrated e-mail, a built in auto dialer, and one-click access to any projects or billing accounts related to that contact through our unique Triple-Linkage Filing System.

The Helper Series also has many other advanced contact relationship management features that are unique in the industry:

Our contact communication system allows information for a single contact to be merged quickly and easily with not only documents, but also labels and envelopes with any one of several word processor applications. A unique "flagged" document system allows you to "flag" your mailings over the course of the day and then handle all of your printing at the end of the day, or even have an assistant handle the task. Automatic customer relationship journaling features mean that if desired, almost any communication made with a contact will be immediately logged in that contact's historical journal for later reference. One click contact commitment linkage puts your planner together with your rolodex like never before.

Of course, this is just a small portion of the features that make up The Helper Series. Please feel free to download a risk-free, fully functional demonstration version for evaluation or contact our sales department at (513) 241-4257.

The Helper Series Planner and Scheduling System manages every aspect of your scheduling needs in a straightforward planner-type interface that takes the guesswork and confusion out of maintaining not only your schedule, but the schedule of your entire office.

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The Helper Series Planner is one of the easiest-to-use, most advanced office calendaring systems available today. Some of its many features include:

Powerful schedule sequencing via the one of a kind Helper Series Automation System. Many view options, including several different daily schedule views, a monthly schedule, and filterable "to-do" list view of appointments and activities. Designed to provide in-depth scheduling support for you entire office, the Planner can easily be configured to allow you to view and add activities for other employees. Workgroup, resource, and office-wide scheduling tools that help keep everyone in your office aware of key events. Unlimited task management and versatile date calculator. Powerful display options such as showing overdue items in red, and pictorial commitment types and priorities that give you instant visual cues about your most urgent items. Up to 4 alarms per commitment item that can be "snoozed" for anywhere from 5 minutes to 2 hours. Optional past due commitment rollover will keep items with your daily schedule until completed. Instant reference and one-click access to any related contacts, projects, or custom lists.

Of course, this is just a small portion of the features that make up The Helper Series. Please feel free to download a risk-free, fully functional demonstration version for evaluation or contact our sales department at (513) 241-4257.

The Helper Series Billing System simplifies the complex task of managing your accounts receivable in an understandable and easy to use interface. While contacts and cases are the basis of any successful legal practice, the growth of your business is dependent upon your time and billing system. With the Helper Series, your contacts and projects are tightly integrated together with one of the most straightforward, easy-to-use time and billing packages available today.

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The Helper Series Billing system is designed to be extremely powerful and easy to use while retaining the flexibility you need to run your business smoothly and profitably. Some of the innumerable features of our tightly integrated time and billing system include:

Unique Triple-Linkage System that gives you the control and flexibility to bill by either contact or project Total support for not only invoices, but also for estimates, timesheets, and retainer and immediate payment receipts Income Allocation reporting that allows you to quickly see the allocation of income for employees Unlimited, completely customizable billing codes that can be configured by account, by employee, or by expense and allow you to instantly configure any charge with the press of a button Comprehensive budgeting system that can be set up by project or employee Industry leading ease of use in bill creation Completely operational out-of-the-box open invoice system that ships with invoices formatted and ready for use Automatic creation of bill payment verification reminders Comprehensive retainer accounting with multiple retainer books State of the art session timer that makes new charge creation a snap Unlimited, 100% customizable invoice formats available through the powerful Helper Series Reporting System Completely configurable automatic interest/aging calculations

Of course, this is just a small portion of the features that make up The Helper Series. Please feel free to download a risk-free, fully functional demonstration version for evaluation or contact our sales department at (513) 241-4257.

Successful project management is about more than just scheduling. With any professional project comes a multitude of related documents, contacts, and deadlines. Helper Series Project Management is designed to help you effectively keep track of not only your schedule for a particular project, but all the other associated details that will require your attention before you can easily bring that project to an successful conclusion.

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Helper Series Project Management allows you to maintain a wealth of information related to each project in a remarkably straightforward, easy-to-use interface. Some of its many features include:

Advanced project planning that includes all of the advanced features of the Helper Series Scheduling System. Powerful Schedule Sequencing based on the one of a kind Helper Series Automation System. Unique Triple-Linkage system that gives you the power and flexibility to bill by either contact or project. Unlimited related contact linkage that connects any and all related contacts directly to the project at hand. Distinctive "Project Plan Phasing" capabilities that allow you break a project schedule down into more manageable subgroups or phases. Unlimited document linkage that makes all of the documentation related to a specific project available in one place with an easy-to-use interface that will automatically open any attachment with its associated application. Up to 50 completely customizable user-defined fields.

Of course, this is just a small portion of the features that make up The Helper Series. Please feel free to download a risk-free, fully functional demonstration version for evaluation or contact our sales department at (513) 241-4257.

The Helper Series Automation System represents a bold step forward in office management support software. While many of our competitors are offering a limited version of software automation through "chaining" or schedule sequencing, Helper Series Automation goes far beyond that by offering users the ability to automate nearly any part of our application.

For most successful businesses, there is likely a process associated with nearly any daily activity. Automation allows you to automate all of these potentially time-consuming, repetitive processes in one unbelievably easy to use system.

For instance, suppose for every sales trip you or one of your associates take, you create a project plan with the following:

You key in all the particulars for that specific project, including project name and title, class and type Using the date of your sales trip as your base date, you add a commitment to book a hotel a month before the trip Using the date of your sales trip as your base date, you add a commitment to book your airfare 1 month before the trip You add a commitment for 2 weeks before the trip to call and confirm your hotel, airfare, and sales appointment You add a commitment for 1 week before the trip to have some product brochures made, and you link the saved brochure to the project as a related document You add a commitment for the day of sales trip You add related contacts links for any people related to this sales trip You add a commitment to make follow up calls for any new leads on the first business day after the trip

Of course, this is just a small portion of the features that make up The Helper Series. Please feel free to download a risk-free, fully functional demonstration version for evaluation or contact our sales department at (513) 241-4257.

The Helper Series offers a robust solution to all of your word processing needs. Using either Microsoft Word, Corel Word Perfect, or the Helper Series built in word processor, the Documents Assistant, you can quickly and easily create professional looking documents that will merge with your contact, project, and/or billing information at the click of button.

The Helper Series Documents Management system is designed to make your customer or contact communications as easy as 1, 2, 3 while giving you the flexibility of using any one of several available word processors. Some of the many features of our Document Management System include:

Intimate knowledge of nearly all the information kept by the Helper Series, allowing not only data merges of contact or client information, but project and billing information as well, either individually or as part of a user-defined list, including any available user-defined field. Unprecedented flexibility in data merging capabilities that afford you not only the ability to merge information with documents, but also with labels and envelopes. State of the art Microsoft® Word and Corel® Word Perfect integration that can be conveniently controlled from either the Helper Series interface or from within the Word or Word Perfect interface. Instant access to any document related to a project through the Helper Series unique attachment feature.

Of course, this is just a small portion of the features that make up The Helper Series. Please feel free to download a risk-free, fully functional demonstration version for evaluation or contact our sales department at (513) 241-4257.

Helper Series List Management allows you to generate lists of contacts quickly and easily based on virtually any of the information stored by Helper Series, including contact, project, planner, contact relationship history, and/or user-defined field information.

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The Helper Series List Management System helps you maintain your client relationships with an unprecedented ease-of-use. You can quickly and easily create lists of contacts that target any matching common criteria and use that list later for form letters, label creation, or one of many other client relationship tasks. Some of the features of our unique list management system include:

List status features allow you to assign a list status such as "will call me back" to a list member as well as filter the active members of a list by the designated status. Full support of wildcards allows you find your contacts in virtually any scenario Unlimited campaign planning that includes all of the advanced features of the Helper Series Scheduling System, including list phases Bulk e-mail utilities that allow you to quickly email a message to an entire list of contacts Powerful Schedule Sequencing based on the one of a kind Helper Series Automation System Easy-to-use document merging capabilities that can create a form letter or sheet of labels for a list by simply clicking on a button and selecting a word processor document Flexible list management tools that allow lists members to be managed through database searching and/or manual manipulation Easy-to-use drag and drop list membership management Up to 50 completely customizable user-defined fields

Of course, this is just a small portion of the features that make up The Helper Series. Please feel free to download a risk-free, fully functional demonstration version for evaluation or contact our sales department at (513) 241-4257.

The Helper Series Reporting System gives you quick, easy access to over 45 distinct types of reports, allowing you to generate crisp, professional looking reports on nearly every single piece of information available, in whatever format you desire.

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The Helper Series Reporting System is an unlimited, 100% customizable report design and display engine integrated directly into a very easy to use Helper Series interface. Some of the many features of Helper Series Reporting include:

100% customizable report formats, allowing you to tailor your reports completely to your tastes Flexible reporting criteria that allows you to collect information for your reports in several ways, including options for specific dating periods, specific employees, or for specific individual items, such as a particular contact, project, or billing account, etc. Charting capabilities that allow you to not only embed graphs directly into your reports, but to also display on the fly "pop-up" graphs whenever you're viewing a report Embedding image features that allow you place company logos or letterhead directly into a report Nearly 30 pre-formatted reports that are ready to go out of the box, including invoice, timesheet, estimate, and receipt formats

Of course, this is just a small portion of the features that make up The Helper Series. Please feel free to download a risk-free, fully functional demonstration version for evaluation or contact our sales department at (513) 241-4257.

The Helper Series has been specifically designed to help your business grow by keeping your office operating as smoothly as possible. To achieve this goal, the Helper Series has many powerful, incredibly useful features not found anywhere else in the industry.

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Some of the many additional operational support features of the Helper Series include:

Built-in Home screen that displays all of the pertinent information for today's activities, a current summary of your e-mail account, and an easy-to-use address book for your contacts, projects, and billing accounts An extensive, completely configurable Business Development package that keeps track of your business growth for you and will alert you if you aren't achieving the development goals you set for yourself Out-of-the-box networkability An enterprise-level security system that lets you configure exactly how flexible or restrictive you want your data access, for either 2 employees or 200 Easy-to-use, convenient tools toolbar that puts all the tools you need the most no more than a click a way Powerful intra-office messaging capabilities that will keep you up-to-date in an ever changing work environment

Of course, this is just a small portion of the features that make up The Helper Series. Please feel free to download a risk-free, fully functional demonstration version for evaluation or contact our sales department at (513) 241-4257.

Helper Series.com, the new browser-based versions of the Helper Series 2001, can replace or complement traditional desktop versions by offering total mobility and significantly reduced distribution costs for small firms or thousands of users.

Database access is centralized utilizing the latest remote data access technology. The browser-based version of the Helper Series replaces or complements a desktop application with Active-X based components, enabling firms to support thousands of users or ‘Virtual Teams” across either an Intranet or the Internet. The application design is focused around rapid turn around for enhancement requests and product updates.

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Designed to operate on an Intranet or Internet, users can access the program from remote locations at any time. Additionally, with advances in cellular technology, users can take their laptops to clients' offices and stay in real time with their client relationship and scheduling needs.

The browser-based versions offer all of the same functionality found in their desktop counterparts, including the same easy to use design and approach. All versions of the Helper Series are available in browser form, including Sales Professional Helper, Brokers Helper Basic/Advanced, Investment Advisor's Helper, Lawyer's Helper, Consultant's Helper, Small Business Helper, and Professional's Helper.

For more information, contact a North American Software Sales Representative at 513-241-4257.

Server Requirements

Windows NT Server with Internet Information Services

Client Requirements

Windows 95/98/ME/NT/2000 with Internet Explorer 4.0+

Total Service Lease Plan (Includes unlimited support and free upgrades, 3 year minimum required. Prices shown are on a per-month basis.) 1 License Multiple Licenses Case Management $ 12.50 $ 9.00       Time & Billing $ 12.50 $ 9.00       Complete Package (Case Management and Billing) $ 20.00 $ 15.00