Documents and e-sign
From ProProposals, statements of work, contracts and change requests in one register, signed online. Briefs on Business Pro and above.
More on Documents and e-sign →For HR consultants and fractional people directors
Client and project management for HR consultants
Ambital gives HR consultants and fractional people directors one place to run retainers and projects for several clients: agreements and e-sign, client onboarding and offboarding plans, audits signed off, a private portal for each client, hours against the retainer and invoices.
Most HR consultants choose Business · £59/month
Sound familiar?
Where HR engagements usually get messy
“The retainer and the policy review blur together.”
The retainer and the one-off project are separate projects for the same client, each with its own hours, billing model and invoices.
Retainers and projects →“Signed agreements are scattered across inboxes.”
Proposals, statements of work, contracts and change requests sit in one register, grouped by client, with who signed what and when.
Documents and e-sign →“Client files end up in shared folders anyone can open.”
Each client gets a private, invitation-only portal. You choose what it shows, item by item, and no client sees another client's work.
Client portal →What you'll use
The features HR consultants open first
Everything else in Ambital is there when you need it. These are the features that matter from week one.
Onboarding and offboarding
From BusinessA plan for each client joining or leaving, with owners, due days and the items the client ticks off.
More on Onboarding and offboarding →Retainers
Every planIncluded hours or days each month, logged as you work. Rollover and retainer analytics come with Business.
More on Retainers →Client portal
From Business ProA private, invitation-only portal per project that shows only what you switch on.
More on Client portal →Audits from a template
From BusinessRun an HR audit from your own template, gather evidence through the portal and have the report approved.
More on Audits from a template →Meeting notes
From ProTranscripts filed to the right client, with the actions turned into tasks.
More on Meeting notes →A week in Ambital
A new client signed, onboarded and underway in one week
- MondayAmbi's briefNorthgate's statement of work is awaiting signature, the Harbourline retainer is at 60% and a policy review report is due Friday.
- TuesdaySignedNorthgate signs the retainer statement of work online. It moves to the agreements register and the work begins.
- WednesdayOnboardingStart Northgate's onboarding plan. The client gets an email with their items: contacts, policies and access.
- ThursdayAudit evidenceBramble & Wilde upload their handbook and contract templates through the portal for the policy review.
- FridayReport and invoicesThe policy review goes for approval and the month's retainer invoices go out.
Client names are fictional, from Ambital's demo organisation.
Set up for your kind of work
Start a project from what it's for
Choose one of these when you create a project and Ambital sets the billing model, tabs, phases and integrations for you.
HR and people questions
Straight answers
- Can clients sign agreements in Ambital?
- Yes, on Pro and above. Proposals, statements of work and contracts are signed online, and each signed agreement goes into the register with its date. Briefs with client sign-off are on Business Pro and above.
- Is each client's portal private?
- Yes. Each client contact is invited only to their own projects, and you choose what the portal shows item by item. The portal is on Business Pro and above.
- Can I run a retainer and a project for the same client?
- Yes, on every plan. Each is its own project with its own billing model, hours and invoices, and both sit on the client's record.
- Which plan do HR consultants choose?
- Most choose Business at £59 a month, because it includes contracts and e-sign, the client portal and approvals.
- Can I plan a client's offboarding?
- Yes. Start an offboarding plan from the client's record, with an owner and a due day for each item, next to the onboarding plans for new clients.
Be first in when we launch
Ambital is in private beta. Apply to test and you'll get in first, with free months at launch for committed testers.
Free plan · No card required · Built in the UK