You live in engagements, deliverables and deadlines — and your data ends up scattered across spreadsheets. BPA1 Personal gives you a real database app you own outright: no server, no subscription, and nothing confidential leaving your laptop.
Clients, engagements, milestones and time notes in linked tables. Forms for quick entry between meetings, a query for "active engagements by client", and a monthly PDF summary report you can attach to invoices.
"Track my consulting clients, their engagements with start and end dates, milestones, and time notes, with a monthly summary report per client."
A pipeline of leads and proposals with status, value and next action. A dashboard chart shows pipeline by stage, and an automation emails you when a proposal's follow-up date arrives.
"A proposal pipeline with leads, proposal value, stage and follow-up dates, a pipeline-by-stage chart, and a reminder when follow-ups are due."
Keep SOWs, reports and workshop packs in the project's document library — vector-indexed locally, so Ask AI can answer "what did we recommend for the Acme rollout?" with citations from your own files.
"A deliverables register linked to my clients, with the actual documents attached so I can search and ask questions about them."
Build a tracker for a client during an engagement, then publish a read-only copy with their branding, colours and icon — optionally password-protected and encrypted. They get a polished app; you keep the builder.
"An issue and action tracker for a client project, with a curated menu, ready to publish as a read-only app in their brand colours."
Client data never leaves your device, and each engagement is one portable .bpa1 file you can archive with the project.
Get it from the Microsoft Store