Project Management Software ERP·AI Official publisher

PSA for Management Consulting

Professional services automation for management consulting firms, covering client engagements, deliverables, consultant staffing, time and expenses, billing, and engagement profitability. It gives partners, engagement managers, finance teams, and consultants a shared operating system for delivery health, utilization, and margin control.

Client & Engagement Overview

Read-only stakeholder overview of client relationships, engagement health, delivery commitments, and commercial position.

  1. 01

    Review priorities

    Open Client & Engagement Overview to review the records and work that need attention.

  2. 02

    Keep work current

    Create and update operational records as work moves forward.

  3. 03

    Track outcomes

    Use the app's project management software views to monitor progress and resolve exceptions.