Professional services
Client Hub
Client project management for small firms — projects, billable hours, and deliverables.
Operational visibility
Improved
Teams could act from one trusted source.
Manual work
Reduced
Less spreadsheet and copy-paste overhead.
Decision speed
Faster
Important decisions made with current data.
Project context
Built for real operational constraints
Client project management for small firms — projects, billable hours, and deliverables.
Attorneys, CPAs, and small agencies track client work across email, spreadsheets, and timers — with no unified project view or billable hour summary.
Client profile
Professional services team with workflow complexity and cross-functional coordination needs.
Delivery timeline
Iterative implementation with continuous stakeholder feedback.
Stack
Product snapshot
The solution in action
The same lead image style used on the Work grid is carried here for a consistent premium visual narrative.
Overview
Primary screen showing day-to-day operating visibility.
The challenge
Attorneys, CPAs, and small agencies track client work across email, spreadsheets, and timers — with no unified project view or billable hour summary.
The approach
A client management platform with project timelines, time tracking, deliverable boards, and client-facing status portals.
Implementation details
- Mapped the current workflow and key bottlenecks.
- Designed the operating dashboard and team actions.
- Rolled out iteratively with real user feedback.
Business outcomes
- Billable hours captured without manual timers
- Clients see project status without status calls
- Firm profitability visible by client and project
Mendocino County
39°18′N · 123°24′W
Let's talk about your business.
Tell us what your business does, what slows you down, and what you wish you could see on one screen. We reply within one business day.
Start the conversation
Pick what sounds closest — we'll use it to jump-start our first call.