In-house EHS software answers the wrong question for a consultant.
Inspection apps and enterprise EHS suites are good at what they were built for: one company inspecting its own sites. A consulting firm's problem is different. You are producing a deliverable for someone else, many times a week, across clients who each want it their own way, and you have to staff, prove, and bill that work.
| Built for an in-house team | What a consulting firm needs |
|---|---|
| One employer, one set of sites | Many clients, kept separate, with one view across all of them |
| One report format for the company | Each client's own format, under your firm's logo |
| Findings stay inside the safety team | Findings go to client contacts and subcontractors who have no account |
| Training records for the company's employees | Your consultants' credentials, matched to what each client requires |
| Cost is a line in the safety budget | Hours, invoices, and margin per client, because the work is what you sell |
"There are 30 to 50 platforms out there, but none of them fit the mold of a consultant."
The consulting work, from the site walk to the invoice.
Most firms start with reporting, because that is where the hours most obviously go. The rest is there when you need it.
Field capture in the walk
Photos and a voice note on any phone. The finding, the corrective action, and the likely OSHA standard are drafted for the consultant to review and edit.
Each client's report format
Templates are built from the forms you already use. Daily reports fill from the day's observations instead of being re-typed.
Weekly and monthly summaries
The week's daily reports pull into a draft client summary. The consultant edits and sends it.
Proof of fix, no login needed
The person responsible gets a link by text or email, replies with a photo, and the record closes with a timestamp.
Consultant credentials
Certifications tracked per person, with expiry flagged before a card lapses and a view of who is qualified for which client.
Staffing, hours, and billing
Schedules, timesheets, and hours by project, feeding client invoices and margin per client.
A portal under your brand
Clients see their findings and trends between visits, with your firm's name on it.
One searchable record
Every site, date, contractor, and issue type across all clients, filterable in seconds instead of opened file by file.
One firm, more than 60 safety managers, more than 70 sites.
One of our customers is a safety consulting firm that places full-time safety managers on clients' manufacturing plants and construction sites. Before Safely Track, every manager captured observations, inspections, and incidents a different way: paper notes written up hours later, photos that stayed on a phone, a spreadsheet on one laptop, hazards raised in a group text with no owner. Each week someone read every daily report and wrote the client summary from scratch.
- ✕ Four capture methods, no shared record
- ✕ Weekly client summary written by hand, 30 to 60 minutes per manager
- ✕ Nothing searchable or rolled up across sites
- ✕ Each new site added another way of doing it
- ✓ One path on every site: photo and voice note to finished report
- ✓ Weekly summary drafts itself from the dailies; the manager edits and sends
- ✓ Every site and finding in one dashboard, filterable by issue type and date
- ✓ Templates built from the firm's own forms, so day one looked familiar
The firm had run its previous EHS platform for years. Safely Track replaced it in production within three weeks of going live, and field usage went up rather than down.
"Our team is so much more into this than they were with our previous EHS software provider. The functionality for the guys in the field is the most important part."
The same pattern holds for independent consultants. A loss control consultant who spent more than 90 minutes writing up each site visit now finishes the report in about 20, and gets more than 8 hours a month back.
Your forms first, not ours.
Send the forms you use today. They get built as templates, with your fields, your issue types, your risk tiers, and a report PDF that looks like the one your client already receives. When you want a change and can't make it yourself, we make it, usually within a day.
What consulting firms ask first.
How is this different from regular EHS software?
Regular EHS software assumes one employer with one safety department. A consulting firm has many clients, each with its own report format, credential requirements, contacts, and invoice. Safely Track keeps each client separate while giving the firm one view across all of them, and it covers the business side too: staffing, hours, and billing.
Can reports go out in each client's format and under our brand?
Yes. Templates are built from the forms you already use, so each client gets the report it already expects, with your firm's logo. Clients can also see their findings in a portal under your branding.
Do client workers or subcontractors need an account?
No. The person responsible for a fix gets a text or email with a link, replies with a photo, and the record closes with a timestamp. No app download or login on their end.
How long does it take to get running?
Send the forms you use today and they get built as templates, so the field team sees familiar paperwork on day one. The firm described above replaced its previous platform within three weeks of going live.
We already use an inspection app. Where does this fit?
If your inspection app covers what you need, keep it. Firms usually come to us when the app handles the checklist but the client deliverable, the closeout record, and the hours still live in Word, email, and spreadsheets. SafetyCulture is the most common one: Why not SafetyCulture / Mitti?
What happens to the reports we share for a demo?
We use them for the demo only. We don't save a copy, and they stay confidential.
See your own reports at work.
Bring a recent report or inspection template and we'll run it through Safely Track live, so you judge the value on your own work. Thirty minutes. We use it for the demo only: we don't save a copy, and it stays confidential.
Book a demo to see your own reports at work →Ready to try it on a live client? Start a pilot.