Use Cases
How each StandardPSA module addresses the specific operational challenges of professional service firms.
Project Management: track every engagement from kickoff to close
Create a project record the moment you win an engagement. Add tasks, set milestones, assign staff, and track progress through a Gantt view or kanban board. When the project closes, all hours and expenses flow directly into billing.
- Gantt view with milestone tracking
- Subtask nesting and dependency management
- Automatic link from tasks to billable time
Time Tracking: capture every billable minute without friction
One-click timers from any screen. End-of-day timesheet entry for staff who prefer batch logging. Approval workflows ensure managers review time before it goes to billing. UTBMS task codes supported for legal teams.
- Live timer and batch timesheet entry
- Billable vs. non-billable categorization
- Manager approval before billing runs
Billing & Invoicing: invoice in minutes, not hours
Billing runs pull in all approved time and expenses for a period. Review line items, apply discounts or write-offs, and generate PDF invoices in a single step. Supports hourly, fixed-fee, retainer, and milestone billing in parallel on the same engagement.
Client Management
A CRM built for service firms. Track contacts, engagements, proposals, and contracts in a single client record linked to all billable work.
Resource Planning
Visualize team capacity, assign staff to engagements, and catch over-allocation before it becomes a deadline problem. Color-coded by utilization rate.
Financial Reporting
Real-time revenue, utilization rates, work-in-progress aging, and profitability by client or project. Export-ready for your accounting workflow.