For consultants
Your expertise is the product. The admin around it isn't.
The engagement is signed. Now there is a folder to make, an agreement to draft, a kickoff to schedule and an invoice to raise — three hours nobody pays for. IniDeck does that part.
The part nobody warned you about
Three things that cost more than they look like they do.
Three unbilled hours after every "yes"
Contract from the last client, find and replace, new folder, calendar invite, invoice, welcome email. At your rate, that admin costs more than most of your software.
The lead that cooled while you were delivering
You are excellent at the work and invisible during it. An enquiry sits for four days because you were in a room with someone else, and by the time you answer the moment has gone.
Scope that moved and never got billed
The extra workshop, the second round of revisions, the "quick" call that took ninety minutes. It was agreed in an email nobody turned into an invoice.
What it actually does for you
Turn an accepted proposal into an engagement
Agreement drafted from your terms, workspace prepared, kickoff scheduled and the first invoice raised — from the moment the client says yes.
Reply while you are in the room
New enquiries get a considered response with your availability, so the pipeline does not go cold every time you are actually delivering.
Bill what was agreed, including the extras
Scope changes discussed over email surface as billable items rather than quietly becoming free work.
Give clients somewhere professional to look
A private page with their documents, invoices and approvals. It removes the back-and-forth and it makes a one-person practice look like a firm.
What it replaces
A typical independent practice runs $150–$300 a month across these, and still loses the hours between them.
- A proposal or e-signature tool
- An invoicing subscription
- A scheduling link
- A CRM you stopped updating
- A folder structure you maintain by hand
You don't have to drop any of it on day one. Connect what you already run and keep it. Most people let subscriptions lapse gradually, as they notice they have stopped opening them.
Why you can trust it with an invoice
The AI never touches your money.
It works out what you want. Then it hands a fixed set of instructions to separate software that can't improvise, can't guess and can't invent a number. That separation is the whole design.
It asks before anything it can't undo
Sending an invoice, replying to a client, changing a price. You approve, it acts.
Your data never trains public AI models
Client names and figures are stripped out before anything leaves your workspace.
Every action is written down
A permanent record of what was done, when, and exactly what you approved.
Questions people in your trade ask
Can it use my own engagement letter?
Yes. Your terms and templates are used as the basis. It fills in the specifics of the engagement rather than inventing language.
Does it handle retainers as well as project fees?
Yes. Recurring monthly retainers, fixed-fee projects and stage-based billing are all handled, including part-payments.
What about confidentiality?
Client names, figures and documents stay inside your workspace. They are never sent to a public AI model, and they are never used to train anything.
Can I keep using my accountant's software?
Yes. Connect it and the records flow through. If you would rather not run one at all, you do not need to.
Will it email a client without me?
Not unless you have specifically allowed it for a specific kind of message. Everything else is drafted and waits for you.
Stop doing the admin.
About ten minutes to set up. It starts working the same day.