Handbook Project Kickoff
- 1Client signs engagement letter via portal
- 2System sends automated link to handbook questionnaire
- 3File upload request triggered for existing policies
- 4Consultant notified once all documents are received
Systems for HR Consultants
Modern Systems for HR Advisory and Compliance Firms
HR consultants earn their income by selling specialized expertise in compliance, employee relations, and organizational design. Profit often leaks during the manual collection of employee data or when follow-up on policy acknowledgments stalls project completion.
Professional Services
- Audit Intake Portal
- Engagement Follow-Up
- AI Triage Receptionist
- Policy Acknowledgment Tracking
- Fractional Billing Reminders
How the business actually works
How the work flows, start to finish.
- 01
Inquiry
A prospect requests a fractional HR quote or a compliance audit via the website.
- 02
Needs Analysis
The consultant conducts a discovery call to identify gaps in handbooks or payroll processes.
- 03
Engagement
An engagement letter and initial deposit request are sent to the client for signature.
- 04
Data Collection
The client uploads employee files, job descriptions, and benefit summaries to a secure portal.
- 05
Audit Phase
The consultant reviews documentation for labor law compliance and cultural alignment.
- 06
Implementation
New policies are distributed and employee training sessions are scheduled.
- 07
Retention
The consultant transitions the client to a recurring fractional support model.
Where it leaks
Common problems for hr consultants.
01
Document Bottlenecks
Waiting for clients to send over payroll records or existing handbooks delays the entire audit timeline. Without automated reminders, consultants spend billable hours chasing paper instead of providing strategic advice.
02
Manual Onboarding
Setting up a new client involves repeating the same administrative tasks for every engagement. This inconsistency can lead to missed steps in compliance checklists which creates liability for the firm.
03
Lead Leakage
Potential clients often reach out during a personnel crisis and need an immediate response. If the consultant is tied up in a training session, that high value lead may call a competitor.
04
Engagement Creep
Consultants often perform work outside the original statement of work without billing for it. Lack of clear project tracking makes it difficult to justify additional fees for out of scope requests.
05
Low Review Volume
Even satisfied clients rarely think to leave a review for a professional services firm. This makes the consultant appear less established than they are when searched for online.
What LATTICE can build
Systems built around how you work.
Audit Intake Portal
A secure digital environment where clients can upload sensitive employee records and complete compliance questionnaires.
Engagement Follow-Up
Automatic sequences that remind prospects to sign their engagement letters and pay initial retainers.
AI Triage Receptionist
A virtual assistant that captures details from companies facing urgent employee relations issues while the consultant is offline.
Policy Acknowledgment Tracking
Automated workflows to confirm that every employee at a client company has viewed and signed new handbook updates.
Fractional Billing Reminders
Systems that notify the consultant to invoice for monthly retainer hours or project milestones.
Review Generation
Automated requests for feedback sent immediately after a successful project wrap-up or annual audit.
Discovery Booking
A synchronized calendar that allows prospects to book their own initial consultation based on the owner's real-time availability.
Example systems
What it looks like in practice.
Compliance Audit Alert
- 1Prospect fills out audit request form
- 2AI receptionist classifies the urgency of the request
- 3Immediate SMS sent to prospect with meeting link
- 4Consultant receives briefing notes via dashboard
Retainer Reactivation
- 1Project completion tag added to client profile
- 2Nurture sequence starts highlighting fractional HR benefits
- 3Case study sent to client via email
- 4Task created for consultant to call for a check-in
Have a different problem?
Tell us what's slowing the business down. LATTICE can build around the way your business operates.
Questions from hr consultants
How can I handle sensitive employee data securely?
The system uses secure client portals for all document transfers. This prevents sensitive payroll or disciplinary data from sitting in unencrypted email inboxes and ensures a clear audit trail of who accessed what and when.
Will this help me scale my fractional HR services?
Yes. By automating the recurring administrative tasks like onboarding and monthly check-in scheduling, you can manage more clients without increasing your internal headcount or administrative overhead.
Can the system track different types of HR projects?
We build custom pipelines for each of your service offerings, such as recruiting, compensation studies, or handbook development. This allows you to see exactly where every client stands in their specific journey.
How do I ensure I am not missing urgent client issues?
The AI receptionist and unified inbox consolidate messages from your website, phone, and email into one view. You can set up high-priority alerts for specific keywords related to urgent employee relations matters.
Can I automate my billing for project milestones?
While we do not replace your accounting software, we trigger payment follow-ups and notifications based on project status changes. This ensures you never move to the next phase of a project before the previous milestone is paid.