CRM for Professional Services
Professional services firms — law practices, accounting firms, architecture studios, engineering consultancies — share a common challenge: managing complex client engagements where time is the primary product. You need to track billable hours precisely, allocate resources across multiple active engagements, and ensure nothing falls through the cracks on client deliverables.
Professional services CRM challenges
Section titled “Professional services CRM challenges”- Billable hour tracking — every hour needs accurate logging to maximize revenue
- Engagement complexity — clients may have multiple concurrent matters, each with different teams and budgets
- Resource allocation — knowing which professionals are available and appropriately skilled for each engagement
- Client communication — maintaining detailed records of advice given, decisions made, and documents exchanged
How HARi solves this
Section titled “How HARi solves this”HARi’s Professional Services template organizes your practice around client engagements with precise time tracking and resource management.
Entities and fields to set up
Section titled “Entities and fields to set up”- Clients (Companies) — industry, billing contact, credit terms, lifetime revenue, relationship partner
- Contacts — role, authority level, communication preferences
- Engagements — linked to Client, type (Advisory / Audit / Litigation / Transaction), status, budget, partner responsible, team members
- Tasks — linked to Engagement, description, assignee, due date, estimated hours, status, priority
- Time Entries — linked to Engagement and Task, professional, date, hours, rate, description, billable flag, write-off flag
- Invoices — linked to Engagement, billing period, billable hours summary, expenses, total, status
Workflows included
Section titled “Workflows included”- Engagement onboarding — when a new engagement is created, generate a standard set of tasks based on engagement type
- Billing preparation — on the first of each month, create draft invoices for all active engagements with unbilled time
- Budget warning — when an engagement reaches 75% of its budget, notify the partner and the team
- Task escalation — if a task passes its due date, escalate to the engagement partner
- Engagement review — when an engagement is marked complete, create tasks for final billing, file archival, and client feedback
Key dashboard widgets
Section titled “Key dashboard widgets”- Utilization rate by professional
- Billable vs. non-billable hours (this month)
- Active engagements by type
- Revenue by client
- Overdue tasks by engagement
Get started
Section titled “Get started”Install the Professional Services template from Settings > Solutions. Your engagement management, time tracking, and billing workflows are ready immediately. Keep your practice running efficiently while delivering excellent client service.