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Professional Services Edition

Manage Client Engagements with Confidence

Built for consulting firms, agencies, and advisory businesses where time, deliverables, and client relationships are the product.

Consulting, agencies, legal, advisory — built for billable work
Best For

Firms That Bill for Expertise

Consulting firms Marketing agencies Legal practices Accounting & advisory firms Creative & communications Training & coaching businesses
Capabilities

Key Capabilities

From engagement to invoice, every billable hour and deliverable accounted for.

Client Project Management

Plan engagements, set milestones, and track deliverables from kickoff to wrap-up.

Time & Task Tracking

Capture billable hours per task, project, and team member — from any device.

Billing & Invoicing

Hourly, retainer, fixed-fee — ServiceSuite handles every model with MoMo and bank payment options.

Document Management

Centralize proposals, contracts, deliverables, and reference docs per client.

Client Communication Tracking

Email, calls, and meetings logged against the client — full relationship history.

Team & Resource Allocation

See who is on what, what's overdue, and who has capacity this week.

Engagement Profitability

Track margins per project — know which clients and services actually pay.

Retainer Management

Track retainer balances, hours used, and renewals automatically.

Deadline & Renewal Alerts

Never miss a deliverable date, contract renewal, or retainer reset again.

Billable Time

Capture Every Billable Hour — without the friction

Time tracking that doesn't feel like surveillance. Quick task timers, mobile entry, and weekly approval flows that keep your team logging hours without the painful end-of-month catch-up.

  • One-click timer per task or project
  • Weekly timesheet review & approval
  • Auto-roll into invoices — no manual reconciliation
  • Utilization reports per person and team
FAQ

Professional Services Questions

Yes. Each engagement has its own billing model: hourly, retainer, fixed-fee, or hybrid. Time, expenses, and deliverables roll into the right invoice format automatically.
Each retainer has a balance (hours or value). As work is logged, balance decrements and you see live consumption. Alerts trigger before exhaustion so renewals are smooth conversations.
Role-based access ensures only the right team members see specific clients and matters. Audit trails log every access. For especially sensitive engagements, additional access controls can be configured.

See the Professional Services Edition in action

Walk through your real engagement and billing flows with our team. We will show ServiceSuite running them end-to-end.