Build Your HR Consultancy's Client Portal, Retainer Log and Website

Mythex lets an HR consultancy build a website that sells retainers by response time, a client portal where each company sees retainer hours used and its policies, case tracking for grievances and disciplinaries, and quotes that compare tiers. You describe how your practice works in chat and publish a working app with logins and a database.

What an outsourced people team runs on

Your clients ring when something has gone wrong: a disciplinary hearing on Thursday, a grievance against a manager, a first hire who needs a contract by Monday. Most of your income is monthly retainers with a set number of hours, plus projects like handbooks, restructures and investigations. The trouble starts when a client uses twelve hours in a bad month and only finds out at renewal, or when the current version of their handbook lives in one consultant's laptop. Employment rules differ by country and state, so every piece of advice depends on where the client operates. Software can log time, hold documents and track cases; the judgement stays with you.

Retainer hours logged by date and topic
Client documents stored per company
Cases with status and next steps
Restricted access to employee data
Overage and project work billed separately
Renewal dates with reminders

What you can build for hr consultancies

Clients see every retainer hour as it is used

Each client company logs in to a running log of hours by date and topic, hours left this month, the policies and contracts you prepared, and open cases with their next step. Employee records shared with you sit behind restricted access, visible only to the consultants on that client.

Build a client portal for my HR consultancy. Each client company logs in to see retainer hours used this month by date and topic, hours remaining, policies and contract templates we prepared for download, and open cases (grievance, disciplinary, investigation) with status and next step. Employee files are visible only to assigned consultants.

Retainers sold on response time

Service pages for retainers, projects and one-off support, each with what is included. Tiers show hours and response times, or an enquiry form if you prefer not to publish prices. State the regions you cover and your consultants' professional memberships.

Make a website for my HR consultancy with pages for monthly retainers (three tiers with hours and same-day or next-day response), projects like handbooks and restructures, and one-off support. List the regions we cover and our consultants' qualifications, with an enquiry form asking headcount and location.

Retainer invoices that show included, used and extra

Monthly invoices pull logged hours and show included, used and overage hours. Fixed-fee projects like a handbook are invoiced in stages, and training is billed per delegate or per day.

Build invoicing for an HR consultancy. Monthly retainer invoices show included hours, hours used and overage billed at an hourly rate. Fixed-fee projects are invoiced in stages, and manager training is billed per delegate.

Quotes that say what you do not cover

Project quotes list stages and estimated hours. Retainer proposals put tiers side by side for the client to choose. Every quote states exclusions such as legal representation, and an accepted quote creates the client and project.

Create a quote tool for my HR consultancy. Project quotes list stages with estimated hours and fees, retainer proposals show three tiers for the client to choose, and each quote has an exclusions section. When accepted, create the client and project records.

Client companies, contacts and what made them call

Companies with headcount, sector, locations and retainer tier, linked to the owner and office manager. Renewal dates surface a month ahead. Each lead records its trigger: first hire, a new site, a dismissal gone wrong.

Make a CRM for my HR consultancy. Client companies have headcount, sector, locations, retainer tier and renewal date, with linked contacts. Leads record what triggered the call. Show renewals due in the next 60 days.

Manager training each client can track

Short scenario-based modules on recruitment, absence and difficult conversations, grouped by client company so a client admin sees completions for their own managers only. Each module notes that local rules apply.

Build a manager training course area for my HR consultancy with modules on recruitment, absence management and difficult conversations, each with a scenario and quiz. Learners are grouped by client company, and each client admin sees only their own staff's completions.

Employee data and where the rules come from

You will hold other people's employee files: sickness records, disciplinary notes, investigation interviews. Keep them behind roles so only assigned consultants and the client's named contacts can open them, and log access. The rules on employee data and on employment itself vary by country and state, so check what applies where each client operates. The app records and organises; it does not give advice.

A fixed-price health check as the entry point

A landing page offering an HR health check, which reviews contracts, policies and records for a fixed fee, gives new businesses an easy first step. Collect headcount and location on the form. The gap list it produces is often what turns into a retainer.

Fixed price and scope
Headcount and location on the form
Clear list of what the report covers

Questions

Can clients see how many retainer hours they have used?

Yes. Each time entry appears in their portal with date and topic, next to the hours left this month.

Can we keep employee files secure?

You can restrict files to assigned consultants and the client's named contacts and keep an access log. Check the data rules that apply where your clients operate.

Can retained clients get priority booking slots?

Yes. Reserve slots that only appear when a signed-in retained client books, separate from discovery calls.

Do I need technical skills?

No. You describe the portal and invoices in chat and change them by asking.

How much does it cost?

You can build and publish on the Free plan with no card. Pro is $25 a month for a custom domain, code editing, export and more credits.

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