Client Project Management for Professional Services
Manage client projects with timelines, deliverables, and team assignments — designed for Professional Services teams.
Why Professional Services teams need this
Client project management is the operational backbone of any professional services firm. Every engagement has a defined scope, deliverable milestones, responsible team members, and a client expecting predictable progress.
Deliverable tracking spread across email, spreadsheets, and personal task lists with no single source of truth for project status
Clients lack visibility into engagement progress, forcing project managers to spend hours on manual status reports
Scope changes and additional deliverables are not formally tracked, leading to scope creep and margin erosion
What Professional Services teams gain
Single source of truth for every engagement with phases, deliverables, and assignments in one structured view
Client-visible milestone tracking reduces status reporting overhead and improves client confidence
Formal scope change tracking prevents margin erosion and ensures additional work is documented and billed
Consistent project structure across engagements makes it easier to onboard new team members mid-project
Real-World
Example
A boutique strategy consulting firm running eight concurrent client engagements found that project managers spent roughly five hours per week compiling status updates from email threads and spreadsheet trackers. After implementing structured client project management through an internal tools platform, each engagement became a structured workspace with phases, deliverables, assignments, and client-visible milestones. Project managers reduced status reporting time to under one hour per week. The firm also introduced formal scope change tracking within the system, which helped recover an estimated $45K in previously unbilled additional work over one quarter by documenting and approving scope additions in real time.
Features for Professional Services
Frequently Asked Questions
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Client Project Management built for Professional Services
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