For Consulting and Advisory Firms

Engagement to outcome.
A firm that reports itself.

Your advisors, engagements, research, and business development each work in their own workspace, and client ready reports generate from it in one click.

76
Custom role workspaces
1
Click to a client ready report
100%
Of engagement work, logged and yours
What this replaces

No more rebuilding the client deck the night before.

Engagement notes in inboxes and personal drives. Deliverables tracked by memory. A client update pieced together by hand the night before the meeting.

New in Axiom, now live
Work with proof
Assign a job to a person or a whole department. They complete it with photo evidence, location, and a checklist of deliverables. Nothing is marked done without proof.
Milestones with targets
Break a project into steps, each with its own target and a sign off, locked until the step before it is verified. Measured against a real number, not a guess.
Monitor anything
Track whatever this organization needs. You name it, and it shows the running total and progress toward the target. Nothing hardcoded.
KPIs per person
Set targets for each staff member, measured automatically from their own work, over a day, week, month, or quarter.
Money that follows the work
Invoices, income, and payroll are connected, so verified work and payments feed the budget and the reports on their own.
Built for how you work

Everything Axiom Consulting and Advisory runs on.

Engagement management
Advisors log meetings, diagnoses, sessions, and deliverables, rolled into live engagement status.
Pipeline and proposals
Track proposals, referrals, and pipeline value, so business development is visible, not guessed.
Client portals
Give each client a clear, branded view of exactly where their engagement stands.
Practice oversight
See which engagements and advisors are on track or stalling, live.
The complete platform

Everything your organisation runs on, in one place.

◎
Target versus delivered
Set what a project should achieve and its budget. Axiom measures what was delivered against that target and what was spent against that budget, and flags ahead, on track, behind, within budget or over.
▦
Engagement economics
See which budget funded each engagement, and how spend compares against the outcome delivered, quarter by quarter.
▲
Delivery tracker
Compare what each department and person was assigned against what they delivered, so a gap traces straight to its source.
◉
Works offline
Field staff log with no signal. The report saves on the phone and syncs the moment they reconnect.
⌕
Search everything
Find anything your organisation has ever logged in seconds, and open any record to its full detail and photos.
▤
Custom role workspaces
76 role specific workspaces across 10 sectors. Each person sees only what their job needs.
▲
Live dashboards
Every team and department, current as of the last submission. No compiling, no waiting.
◇
Targets & task manager
Set goals per role or department, assign tasks, and track completion without a follow up meeting.
▭
Media library
Photos, documents, and files stored in one organized library, tied to your work.
◆
Incident register
Every incident logged, timestamped, and auditable, from report to resolution.
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Performance reviews
Appraisals backed by actual logged records, not opinions.
□
Reporting schedules
Set who reports what and when. Axiom tracks compliance and reminds automatically.
◎
Private & isolated
Each organisation completely isolated. Each role sees only what it should. Nothing walks out on a phone.
The features that set Axiom apart

Not just reporting. Intelligence.

One click reports

Client ready reports, downloaded in one click.

Generate an engagement status report, a results summary, or a pipeline review in one click. Live data, your branding, formatted and ready to send.

Engagement Status  Instant
Results Summary  Instant
Pipeline Review  Instant
Custom Template  Configurable
Work waiting between two teams, flagged
An overdue submission, surfaced automatically
A bottleneck caught before the deadline
Cross team intelligence

Axiom sees what falls between teams.

Axiom watches the handoffs between advisory, research, and delivery. When a deliverable is waiting or an engagement is slipping, it flags it automatically, before it costs you a client.

Live website integration

Your live data, on your own website.

Connect Axiom to your firm website and a controlled view of your practice appears there. Engagements delivered, sectors served, and outcomes, updated from your own records. You control exactly what is public.

100%Engagements, logged and current
Updated automatically from your team's reports
New: live monitoring

Know what is happening on the ground, as it happens.

Axiom now records every engagement, every client deliverable with the real time and the real place it happened, set by the system and not by the person. Leadership sees it update live, without reloading a thing.

Real time

Screens update on their own. No refresh.

A field officer submits from site and the leadership dashboard moves at once. Like watching a ride approach on a map, you see the work arrive live.

Submission received  just now
Logged in Sokoto  verified
Dashboard updated  live
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Location verified logging
Every field submission carries the device location and the true time it was made. Know it happened in Sokoto without sending anyone to Sokoto.
▤
Project monitor
Set a target, say 365 sites, and watch each completion logged with its place and time. Progress climbs live, on a map and a timeline.
◉
Access and activity log
Every login, sign out, and submission, stamped by the server. The true record of who did what and when, not what they claim.
▲
Approvals that route
A procurement or request is raised and sent to the right approver, approved or rejected in app, the whole chain recorded.
▭
Evidence upload
Staff attach photos, video, and documents from the field. Everything stored securely and gathered in one media library.
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Payroll history
A controlled record of who was paid, how much, and when, visible only to leadership and the right department heads.
□
Downloadable activity logs
Pull any person or department, for a week, a month, or a year, and download it as Excel or PDF for review and audit.
◆
Your own letterhead
Upload your letterhead once and every report prints on it, ready to send, no formatting afterwards.
A workspace for every role

Each person logs in to their own.

Advisor
Engagement Lead
Researcher
Business Development
Operations
Managing Partner
Client (read only)
How we begin with you

We do not hand you software. We audit how you work first.

We start with a Communications and Internal Structure Audit of your organization, then configure Axiom around your engagements, clients, and advisory teams.

Sector first. Structure first.

When the client asks where the engagement stands, the answer is already there.

See it working with your organization in mind.
tailaaxiom.com

General enquiries: info@tailaaxiom.com
Client Relations, Victoria: victoria@tailaaxiom.com