The consulting software that runs every client engagement.
Genaya keeps discovery calls, video sessions, signed scopes and engagement letters, retainers and planning fees, and every payment on one client record, so your practice keeps pace while you advise.
Pick your practice, see your day
The same Genaya core - discovery calls, video sessions, signed scopes, recurring fees, and payments - shaped around how each kind of practice sells its expertise.
It works with what you already use
Price everything you sell the same way
Whatever your practice sells - a fixed-fee review, a coaching session, a per-seat IT plan, a quarterly planning fee - keep it in one Price Book with price, cost, and a description, so every scope your team sends quotes the same current rate.
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Onboard every client the moment they sign
When every signer has signed the engagement letter, the welcome email goes out on its own. Session reminders, scope follow-ups, and overdue-invoice nudges run by themselves too, so new work never waits on your inbox.
Learn moreLet prospects book the discovery call themselves
Publish one booking page with a service for each kind of first meeting - a discovery call, a coaching intro, a planning intro - and prospects pick a time from your team's real availability. The appointment lands on your calendar with the client record attached, and a booking page can take a deposit when the first session is paid.
Learn moreEvery discovery call, written down for you
Clients join a Genaya Room from a link and wait in the waiting room until you admit them. With Video Intelligence on, the call is transcribed as people speak, the summary and smart notes write themselves, and suggested actions - the scope estimate, the first session, the letter to send - show up during the call, one tap to add.
Learn moreOne link for the client's side of the engagement
Send each client one secure link - no account to create. Under your practice's name they see their appointments, approve and sign the scope, sign the engagement letter, and pay invoices by card or bank account, and every step lands on the same record your team works from.
Learn moreEvery engagement starts the same way
Build your discovery scorecard, engagement letter, and NDA once in E-Sign Docs. Required fields make sure no question gets skipped - your consultant fills them in during the call - the client's reports go on their files, and the client signs the engagement letter from a link before the work starts.
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Put the fee in writing while the call is fresh
Whether you sell a fixed-fee diagnostic, a coaching program, a financial plan, or a network fix, quote it as one estimate from your Price Book and attach the files behind it. The client approves and signs it in the client portal, and the approved estimate becomes the invoice without re-typing a line.
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Recurring fees that bill themselves
Put an advisory retainer, a quarterly planning fee, a per-seat managed plan, or a monthly coaching program on a plan once - weekly, every two weeks, monthly, quarterly, or yearly. Every cycle creates its own invoice, then charges the card or bank account on file or emails the invoice with a pay link.
Learn moreAnswer every referral, even mid-session
Calls, texts, and WhatsApp land on one client record, so the whole practice sees the history before the first meeting. When you are in a session, the AI Receptionist answers, checks real availability, and books the discovery call, or prospects pick an open slot themselves from your booking page.
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Run your operation on Genaya
Try Genaya free for 14 days
No credit card needed. Bring your clients over and run your first day on Genaya.
Planning season. Every client wants an hour.
One practice day, from referral call to paid scope
Follow a single October Thursday at an advisory practice for growing companies - a principal, a leadership coach, a planner, and an IT advisor - that runs on Genaya. Every moment below is the same platform and the same client record - no tool switches, no re-typing.
A referral calls before the first meeting
The founder of a 40-person engineering firm, where every project still waits on her, gets your number from her accountant. Genaya rings with the caller on screen - and while Priya preps the 9:00 review, the AI Receptionist answers, books an 11:00 discovery call, and logs Nora as a new lead.
The calendar fills in
Halvorsen Freight's monthly review keeps its 9:00, the 7:44 call becomes an 11:00 discovery call in a Genaya Room, and Owen's quarterly planning review holds the afternoon. The consultants, the coach, the planner, and the IT advisor all see the same day.
The discovery call finds the bottleneck
Priya admits Nora from the waiting room and they walk through how the firm really runs. The pattern is plain: 38 percent of projects wait on Nora's sign-off, and she works 64-hour weeks to keep up. Her org chart and project report land on her files, and Priya fills in the scorecard as they talk.
The scope is signed by lunch
Video Intelligence suggested the estimate while they talked. Priya builds a fixed-fee scope from the Price Book - the operations and finance review, six coaching sessions with Claire, and a delegation roadmap - and sends it with the engagement letter. Nora opens both from her portal link, approves the scope, and signs.
Invoice ready, paid the same day
Approving in the portal turned the estimate into the invoice on its own - same record, same $6,650. Nora pays by card from the same link, and the signed engagement letter already sent her the welcome email with her first coaching session.
The review lands
Halvorsen Freight's monthly review wrapped at 10:00 with margins up again, and the retainer charged the card on file on its own this morning. Marking the review done sent the review request, and five stars land on your profile before the end of the day.
The principal sees the whole practice
Laptop closed. The dashboard shows what the day actually did - meetings held, the scope signed, the retainer charged, the rating - on one screen, with Nora's first coaching session already booked.
Built for every practice that sells its expertise
See your own day on Genaya
Book a demo and we will walk through your calls, schedule, estimates, and payments, or start free today.
Consulting practice questions, answered
The short version of what consultants, advisors, and coaches ask before they switch to Genaya.
Genaya runs the client side of the practice in one platform: calls, texts, and the AI Receptionist, booking pages, the team calendar, video meetings, E-Sign Docs, estimates the client signs in the portal, invoices, recurring billing, payments, automations, and reporting. The first call, the signed scope, the engagement letter, and every payment stay on the same client record.
Yes. Business consultants, financial advisors and planners, IT consultants and MSPs, and coaches run on the same core, each set up for what it sells: fixed-fee scopes and advisory retainers, flat planning fees, hardware estimates and per-seat plans, programs and monthly coaching. Each has its own page above.
Yes. Calls ring your team with the caller's record on screen, and the optional AI Receptionist answers when nobody can pick up. It checks real availability on your calendar and books the discovery call, or captures the lead for you to call back. Prospects can also pick an open slot themselves from a booking page on your site.
Yes. Genaya Rooms are video meetings clients join from a link, with a waiting room and recording when you choose. With the Video Intelligence add-on, the call is transcribed as people speak, a summary is written for you, and suggested next steps like an estimate, an appointment, or a task show up during the call, one tap to add.
Build the scope, plan, or program as an estimate from your Price Book and attach the files behind it. The client approves and signs it in the client portal, and an estimate approved there becomes the invoice automatically, ready to pay by card or bank account.
Yes. Build your engagement letter, NDA, and scorecards once in E-Sign Docs with required fields and signature lines. Your team fills in the fields, the client signs on your screen or from the link you send, and the signed PDF is saved on their record. An automation can send the welcome email the moment every signer has signed.
Yes. Put a client on a plan with your own line items, billed weekly, every two weeks, monthly, quarterly, or yearly. Every cycle creates its own invoice and either charges the card or bank account on file or emails the invoice with a pay link, and you can pause or cancel a plan at any time.
No. There is no timer that turns hours into invoice lines; practices price fixed-fee scopes, sessions, and retainers from the Price Book, and an invoice can still carry an hourly line with a quantity you enter. Genaya also does not manage portfolios or connect to custodians, monitor devices or take remote control, or host courses. Keep those tools; Genaya runs the calls, meetings, agreements, estimates, invoices, and payments around them.
Your consultants do the work.Genaya handles the rest.
The AI Receptionist catches the referral while you are in a session, the scope is signed before the discovery call goes cold, and every retainer and planning fee bills itself on schedule. One platform for new clients, client work, and getting paid.
