For consultants

Your clients get licensed.
You get paid on time.

Licensing projects, business plans and financial models — in the same platform your clients will run their agency on. When the licence is issued, the file does not have to move anywhere.

A consulting practice is not a small agency

You serve many providers at once, each at a different point in its life. The tooling most consultants use — a spreadsheet per client, a shared drive, a calendar of regulator dates — breaks at exactly the moment it matters: the week a filing is due.

Every client is at a different stage

A first-time applicant, a renewal, a change of ownership and a remediation are four different jobs with four different clocks. One pipeline cannot hold them.

The numbers have to survive a lender

A proof of financial ability and an SBA package are read by people who check the arithmetic. A plan whose statements do not foot gets sent back.

Delay is rarely all yours

A document chased twice is the best predictor of a late filing. If you cannot show where the days went, you absorb the blame for all of them.

The consulting studio

Scope it, file it, model it

Three surfaces, built around how a consulting engagement actually runs.

Scope an engagement

Twenty-eight engagement types across the provider lifecycle — feasibility, formation, initial licensure, renewal, accreditation, expansion, exit. Each states what it requires from the client, what it produces, which regulator is in play, and what done means.

Scoping sets the evidence base, so the financial model opens on projections or trailing actuals without you switching anything.

Track the filing

Six licensing tracks, because a filing is not one pipeline. Initial licensure, renewal, change of ownership, additional location, remediation and orderly closure each carry their own stages, requirements, authority and statute.

A stage advances on met requirements plus your explicit authorisation — never on a date. A blocked stage says what is missing.

Model the money

A full financial engine: P&L, cash flow by the direct method, balance sheet, debt and asset schedules, DSCR, break-even and sources & uses. Edit a driver and every statement moves — there is no save step and nothing goes stale.

Sources and uses do not balance by construction. If the raise is short, the file tells you rather than plugging the gap.

The studio

Real screens, not mock-ups

Every screen below is a capture of the shipped product, signed in as a consulting practice.

app.shiftpulse.io/#/consulting

Scope an engagement — ShiftPulse Consulting Studio

Three axes decide what the engagement is. Client maturity sets the evidence base, so the financial model opens on projections or trailing actuals without you switching anything.

Financials — ShiftPulse Consulting Studio

Min DSCR, break-even census, equity injection and SBA readiness read at a glance — each naming the statement it came from. Edit a census or payer-mix driver and every statement recomputes on the spot.

Licensing project — ShiftPulse Consulting Studio

Six tracks, each with its own stages, requirements, authority and statute. The header states who owns the clock, what carries over, and what done means.

Plan library — ShiftPulse Consulting Studio

Forty sample plans across the HCBS spectrum. Each belongs to a licence family, not one state's name — switch the state and every licence relabels.

Dashboard — ShiftPulse Consulting Studio

Every engagement across the practice, with risk derived from blocked gates and overdue requests, and an audience switch that reads the same record as the client.

Practice reports — ShiftPulse Consulting Studio

Delay split four ways — client, regulator, your own practice, and the days nobody recorded — so you can show where the time actually went instead of absorbing it.

Engagement hub — ShiftPulse Consulting Studio

Tasks, documents, messages and timeline for one engagement. Internal notes never reach the client view, and a document chased twice is flagged.

Client roster — ShiftPulse Consulting Studio

Every client is a container for its engagements, plans, licensing projects and documents.

Built by people who have been surveyed

The details that matter to a consultant are the ones that only show up after you have sat through a survey and read a deficiency letter.

The staffing floor is a staircase

Direct-care hours step at each census band, so a capacity increase can add cost before it adds a resident of revenue. The model shows the step and prices closing it — with the rule cited.

Medicaid does not pay in 30 days

Every revenue line settles on its own terms — private pay on arrival, waiver at 45 to 60. The working-capital reserve is sized on the slow payer, not on a blend the private-pay share flatters.

A licence family, not one state's name

The same six-bed group home is an APD group home in Florida, a DBHDD community living arrangement in Georgia and an HCS group home in Texas. Switch the state and every licence relabels — the plan does not change.

Attribution that stays honest

Delay is split consultant-side, client-side and regulator queue. A practice that logs every delay as the client's learns nothing about its own capacity.

The client portal is a view, not a copy

Your client sees the same record you do, filtered to what concerns them. Internal notes stay internal. There is never a second set of numbers to reconcile.

Governed AI, same as everywhere else

It drafts a clause or a narrative from your real figures and cites the statement it came from. It never invents a number, and it never files anything. You review and accept.

The part nobody else solves

The licence is issued. Now what?

For most consultants this is where the relationship ends and the client starts again from nothing — new software, new setup, none of the work you just did.

Here the client is already on the platform. The staffing plan you built becomes their rota. The policies become their policy manual. The compliance requirements you assembled become their live compliance record. Your engagement converts into a recurring one instead of stopping.

You build it

Staffing plan, policies, compliance pack, financial model

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They run it

The same rota, policies and compliance record — live

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You keep serving them

Renewals, mock surveys, rate changes, expansion — the recurring half of the market

Register your practice. Add your first client today.

No licence of your own required — a practice enrols in the authorities it prepares clients for.