Project management, billing, and resource planning for consulting, legal, and services firms.
We help professional services firms — from consulting and legal to accounting and architecture — implement Salesforce to win new business, deliver projects profitably, and retain clients.
Talk to an Expert →Salesforce tailored for your industry's unique needs.
Tracking time, cost, and margin across hundreds of concurrent projects.
Allocating the right people to the right projects at the right time.
Maintaining strong relationships with decision-makers across complex accounts.
Recognising revenue correctly across fixed-fee and time-and-materials engagements.
Professional services automation workflows for project delivery.
Time tracking, expense submission, and approval workflows.
Capacity planning, skills matching, and resource utilisation dashboards.
Milestone and time-based billing connected to your finance system.
Utilisation, margin, and project health dashboards for leadership.
Self-service client portal for project status and document sharing.
Book a free consultation with our certified experts today.