Give yourself a clear view of every client and prospect. From client notes & staff details to active projects & invoices, everything you need to manage your HR clients is in one centralized space.
The Client Dashboard gives you a centralized view of your entire HR consulting business. See every client at a glance, filter by status, and access key details with just one click.
See why hundreds of HR consultants nationwide choose to run their businesses with Shrlock.
Client Profiles store all the key information you need to manage your clients effectively. From work locations and contact information to billing history and essential notes, everything is organized in one place for easy access.
Shrlock keeps all your client contacts organized, searchable, and linked to the right account. No more hunting through inboxes or spreadsheets.
Take your consulting business to the next level with software purpose-built for HR pros.
Whether it’s a PTO policy, upcoming event, or an internal HR deadline, Shrlock lets you capture the small details that make a big difference.
Ready to see how Shrlock can transform your HR consulting business? Get started with a product demo now.
Everything you need to know about the product and billing.
Not at all. You can add clients one at a time or upload your client list in bulk using our import tool. Many users start with just a name and build out details over time.
Yes! Shrlock makes it easy to manage your entire pipeline. You can easily sort and filter by lead status, view active and past clients, and always know who needs follow-up.
Shrlock's software and database are powered by Supabase, a SOC-2 compliant platform that meets the highest standards for data security and privacy. That means every client detail you enter is encrypted, access-controlled, and stored securely so you and your clients can rest easy.
No. Your data is private to your account. Only you and any team members you explicitly invite to a client’s profile can access client information. We never share your data across accounts.
Shrlock’s Contacts tab keeps every connection organized and searchable. You’ll know who’s who, what role they play, and which projects or staff they’re linked to.
Yes. Use the Notes section to record anything from key policies and meeting recaps to compliance tasks and client quirks. Never let important details slip through the cracks.
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