Enter It Once
Capture information in the order the work happens. Promote it without losing the original source.
Project Praxis · By PROJECT-JTH LLC
Turn Findings into Approved Work
Capture engagement evidence, shape clear findings and recommendations, issue a branded client report, then move through proposal, signed contract, portal delivery, and payment in one focused workspace.
The consulting assessment and engagement workbench for independent consultants and small practices.
14 days free. No card required.
Directory → Proposal → Engagement → Assessment → Issue → Portal → Payment
Assessment Capture
Core network equipment is operating beyond the recommended support window.
+E+F+R
Reference passage attached · NIST lifecycle guidance
+E+F
Draft Report
Technology Readiness Assessment
Finding 01Recommendation 01
Project Praxis · By PROJECT-JTH
Consulting Assessment and Report Software for Independent Practices
Turn interview notes, site photos, and assessment evidence into clear findings, recommendations, and branded client reports.
Project Praxis keeps the reasoning connected, with proposals, contracts, client delivery, and payments available when your engagement needs them.
The Problem
Your Work Should Not Fall Apart Between the Field and the Final Report
Consulting evidence arrives through interviews, questionnaires, notes, photos, voice memos, files, links, and professional judgment. The client still needs one clear narrative and a clean way to approve what comes next.
Preserve Your Reasoning
Connect exhibits, findings, recommendations, and citations so the logic survives the handoff.
Deliver with Confidence
Preview the draft, then Issue a versioned client PDF with an integrity hash.
One Connected Engagement
Sell, Assess, Deliver, and Get Paid Without Rebuilding the Record
The Engagement is the spine of Praxis. Start with a proposal or begin the work directly, then keep the client, evidence, commercial documents, report, and delivery history connected.
Directory
Create the client record with people, organizations, roles, tags, and signing preferences.
Proposal
Define scope, assumptions, and fees. Issue a versioned PDF and collect a typed or drawn signature through Praxis-native e-sign.
Engagement
Attach the accepted proposal or begin without one. The Engagement remains the body of work for assessments, contracts, reports, invoices, and portal access.
Assessment
Capture in any order, promote source material into Evidence, Findings, and Recommendations, and preserve citations.
Issue
Produce a branded report, then freeze the client version with its revision, file hash, and issue history.
Portal and Payment
After the contract is signed, clients can access Documents, Reports, Requests, and Payments without consuming consultant seats.
How It Works
From Raw Capture to a Client-Ready Decision
Set Up the Engagement
Create the client and engagement. Start with a published Model or your practice’s lighter workflow.
Capture in Any Order
Add notes, photos, voice, files, links, and structured answers from desktop or phone browser.
Promote What Matters
Use +E, +F, and +R to create Evidence, Findings, and Recommendations while preserving sources.
Build the Narrative
Use Library patterns, cited Reference passages, and optional drafts grounded in selected material.
Preview or Issue
Download a draft or Issue an immutable, versioned client PDF with numbered citations.
Continue the Work
Create the proposal, collect signatures, invoice the client, and deliver through the portal.
The Praxis Difference
Structure for the Craft, Without One Mandated Methodology
Praxis treats the pieces of an assessment as connected professional work, not loose blocks in a document.
Models
Reusable structures, guidance, and questions for a type of engagement. Publish a new version without silently rewriting previous client work.
Library
Reusable finding, recommendation, and commercial patterns. Insert a snapshot, then tailor it without changing past engagements.
Reference
Collections, documents, and real passages. Freeze the quoted text when cited and number each source once in the final report.
Promote
Move from capture to Evidence, Findings, and Recommendations without losing source material or inventing missing evidence.
Starter Kits
Begin with IT Assessment, Cyber Readiness, Speaking Readout, or Fractional Monthly Models, Library patterns, and Reference material. They are starting points, not certifications.
Field to Report
Capture where the work happens. Deliver like it was built at a desk.
Use the browser workbench on laptop or phone, including supported camera and microphone capture. Turn field material into a paper-first report with letterhead, contents, executive summary, numbered findings, recommendations, exhibits, and citations.
Current boundary: A standalone offline iOS companion is planned for later. The current browser workbench is not offline-first.
Optional Practice AI
AI is off by default. Connect your own Gemini, OpenAI, or Claude key and choose the material a draft may use. You must Accept or Dismiss the result. The complete product works with AI turned off.
Sell, Close, and Deliver
The Client Experience Continues After the Finding
Praxis carries the engagement from commercial approval through secure client delivery and payment. These are connected product pillars, not disconnected exports or late-stage add-ons.
Propose and Sign
Create proposals and engagement contracts, Issue versioned PDFs, and collect typed or drawn signatures through the Praxis-native e-sign flow. A proposal may create or attach to an Engagement, but an Engagement does not require a proposal.
Unlock and Deliver
A signed engagement contract unlocks login-gated client access. The portal brings together issued or signed proposal, contract, and invoice PDFs; issued reports; deliverable acceptance; and client Requests for evidence, captures, or references.
Invoice and Collect
Create invoices and payment requests at any point in the Engagement. Clients can review open and paid requests in the portal and pay through your practice’s Stripe connection. Praxis does not act as merchant of record for your consulting fees.
Need an accounting handoff? Export invoice data to CSV. Praxis does not replace your accounting ledger or provide live QuickBooks or Xero synchronization.
Who It’s For
Built for Consultants Whose Analysis Is the Deliverable
IT and Technology Advisors
Assessments, infrastructure reviews, cloud readiness, roadmaps, and fractional CIO work.
Cyber, Risk, and Compliance
Readiness reviews, control assessments, risk findings, remediation recommendations, and cited guidance.
Field Technology Consultants
Site surveys and infrastructure or physical-security walkthroughs with phone capture.
Small Practices
Shared Models, Library patterns, Reference material, roles, review, and letterhead across 2 to 10 seats.
Speakers and Trainers
Discovery interviews, audience themes, workshop observations, readouts, and follow-on programs.
Fractional Advisors
Ongoing capture, periodic summaries, recommendations, and scoped changes within retainer engagements.
Trust
Your practice workspace. Your judgment. Your client deliverable.
Praxis separates practice work from client access and keeps AI optional.
Practice-Scoped Workspace Isolation
TLS in Transit and Managed Storage at Rest
MFA Support Through Clerk
Encrypted Practice AI Keys
Audit Events for Significant Actions
Versioned Issued Reports with SHA-256 Hashes
A report hash verifies that a file matches what Praxis issued. It does not prove truth or authorship, establish legal chain of custody, or certify compliance.
Compare
Choose the Tool Built for the Work That Matters Most
| Alternative | They Win When You Need | Praxis Is Different Because |
|---|---|---|
| Docs, Notes, Notion, Drive | Familiar, flexible writing with almost no setup | Evidence, findings, recommendations, citations, issued reports, and commercial documents remain connected |
| HoneyBook-Class Tools | Lead capture, scheduling, email automation, contracts, invoices, and payments drive the business | Assessment substance and report craft are first-class; Praxis is not a booking or marketing CRM |
| PSA and Agency Suites | Projects, time, utilization, budgets, resources, and profitability are essential | Praxis stays focused on evidence, findings, recommendations, and client-ready reports |
| Enterprise GRC | Continuous controls, governance, audit programs, and enterprise integrations are required | Praxis offers lighter methodology and reporting for independent consultants and small practices |
| Field Inspection Apps | Offline-first mobile checklists and repeatable inspections are central | Praxis turns field capture into a consulting narrative and recommended work |
| E-Sign Platforms | Polished sales documents and signatures are the whole workflow | Signature sits on top of the connected engagement and assessment record |
| Generic AI Chat | Fast general drafting matters more than structured client work | AI is optional, practice-controlled, selected-source grounded, and accept-required |
| Job to Be Done | Praxis | Docs | Client-Flow | PSA | GRC | Field App |
|---|---|---|---|---|---|---|
| Capture Notes, Files, Phone Photos, and Voice | Strong | Partial | Partial | Partial | Partial | Strong |
| Turn Evidence into Structured Findings | Strong | Weak | Weak | Weak | Strong | Partial |
| Tie Recommendations to Findings and Exhibits | Strong | Weak | Weak | Partial | Strong | Partial |
| Passage-Level Citations and Provenance | Strong | Partial | Weak | Weak | Strong | Partial |
| Branded Assessment Report with Issue Integrity | Strong | Partial | Partial | Partial | Strong | Strong |
| Proposal and Native E-Sign | Strong | Weak | Strong | Partial | Weak | Absent |
| Client Portal for Documents, Reports, Requests, and Payments | Strong | Weak | Strong | Partial | Partial | Partial |
| Invoice and Collect Client Payment | Strong | Weak | Strong | Strong | Absent | Absent |
| Lead Pipeline, Booking, and Email Automation | Absent | Weak | Strong | Partial | Absent | Absent |
| Projects, Utilization, and Profitability | Absent | Weak | Partial | Strong | Weak | Partial |
| Offline-First Field Capture | Absent | Partial | Weak | Weak | Weak | Strong |
Pricing
Choose the Practice Size You Need Today
Every plan includes the core Praxis workflow. Billing is monthly in the current release.
Solo
$99 / month
One seat for the independent practitioner building and delivering client work.
Start FreeTeam
$199 / month
Up to five seats for a small team sharing methods, review, branding, and engagements.
Start FreePractice
$299 / month
Up to ten seats for an established boutique building practice-wide consistency.
Start Free14-day trial, no card required · Additional seats: $29/month · Practice AI uses your own provider keys
Questions
Frequently Asked
What is Project Praxis?
A cloud consulting assessment and engagement workbench for independent consultants and small practices. It connects capture, evidence, findings, recommendations, issued reports, and optional commercial close.
Is Praxis a CRM or HoneyBook replacement?
No. Praxis stores clients, contacts, and engagements because the work requires them, but it is not a marketing CRM, booking system, or general client-flow OS.
Is Praxis GRC software?
No. It can support cyber, risk, and compliance consulting, but it does not continuously monitor enterprise controls or certify compliance.
Do I need AI?
No. The complete product works with AI turned off. When enabled, Practice AI uses your supported provider key, drafts only from selected material, and requires acceptance.
Can I use Praxis on my phone?
Yes, through supported phone browsers, including camera and microphone capture. A standalone offline iOS companion is planned for later.
Does Praxis include e-signatures and a client portal?
Yes. Proposals and engagement contracts use Praxis-native e-sign. A signed contract unlocks login-gated client access to available Documents, Reports, Requests, and Payments. Client users do not consume consultant seats.
What can clients do in the portal?
Clients can download issued or signed proposal, contract, and invoice PDFs; retrieve issued reports; complete deliverable acceptance; fulfill engagement Requests; and review open or paid payment requests.
Who processes client payments?
Your practice connects its own Stripe credentials. Client funds follow that practice-controlled payment path; Praxis is not the merchant of record and does not take a percentage of the consulting payment.
What does the report hash prove?
It verifies that a file matches the version Praxis issued. It does not prove the report’s conclusions, establish authorship, create legal chain of custody, or certify compliance.
Does Praxis manage implementation projects?
Praxis is not a full PSA. Full time tracking, utilization, payroll, resource planning, and deep project accounting are intentionally outside its scope.
Your Next Report Can Begin with the Evidence, Not a Blank Page
Keep the source, the reasoning, the deliverable, and the next step connected.
14 days free. No card required.
