Industries
StandardPSA serves any firm that bills by the hour or project. Six industry profiles ship with preset configurations, billing types, and report templates.
⚖ Legal & Law Firms
Matter-based project structure with UTBMS task codes for legal billing. Trust accounting workflow with IOLTA-compliant client fund tracking. Conflict-of-interest checks on new matter creation. Contingency fee tracking alongside hourly matters.
- UTBMS / ABA task codes
- Trust account tracking
- Matter-based project templates
- Hourly + contingency billing in parallel
📋 Accounting & Tax
Engagement letter tracking, seasonal billing runs for tax season, and multi-service bundling for firms offering audit, tax, and advisory together. WIP aging reports designed for CPA firms and bookkeeping practices.
- Engagement letter management
- Seasonal billing run batches
- Multi-service bundled billing
- WIP aging by staff and client
🌟 Marketing Agencies
Retainer management with monthly drawdown tracking, campaign project billing, media-buy and third-party pass-through expense handling, and creative resource scheduling across concurrent client projects.
- Retainer drawdown tracking
- Pass-through expense billing
- Creative team resource scheduling
🖥 IT Consulting
SOW milestone tracking, T&M billing with cap management, sprint-aligned invoicing for agile projects, and managed-service recurring billing with automatic monthly renewal and usage-based overages.
- SOW milestone billing
- T&M with not-to-exceed tracking
- MSP recurring billing automation
🛠 Engineering & Architecture
Phase-based project billing for design, construction documents, permitting, and construction administration. Reimbursable expense tracking, sub-consultant invoicing, and permit milestone management.
- Phase-based billing structure
- Sub-consultant pass-through billing
- Reimbursable expense tracking
💊 Healthcare Consulting
Engagement-based billing for healthcare advisory, compliance projects, and interim executive placements. Role-based access controls to handle client confidentiality. Compliance documentation linked to billing records.
- Role-based access and confidentiality
- Engagement-type billing templates
- Compliance documentation linked to billing