Agree the measure
Your finance owner defines which revenue, labour costs and expenses belong in the report, including the treatment of unbilled work and adjustments.
Professional services
Professional services software for clients, work and knowledge
Connect client records, documents, tasks, approvals and reporting in one workflow. We design permissions and handoffs around how your team delivers work.
Documents, reviewers and the next decision in one workspace.
Keep the client engagement in one reviewable flow
Service delivery often spans email, documents, spreadsheets and several teams. We identify where work enters, who owns the next step and which records need to remain available to the client and internal staff.
Where the work gets stuck
- A request is passed between teams without a clear owner or deadline.
- Documents circulate in several versions and approvals are hard to reconstruct.
- Staff search across tools to understand the status of a client engagement.
- A management report cannot explain which work is waiting and why.
How we would approach it
- Map intake, assignment, review and completion for a real service workflow.
- Define access to client records and documents by role and engagement.
- Connect retained document, CRM and communication tools where their interfaces allow it.
- Report status and exceptions from the same records used to deliver the work.
Functional modules
Manage the client request through review and delivery
Client records, files and decisions stay linked, with a named owner and access rules at each stage.
Client and engagement records
Keep organisations, contacts, work, ownership and history connected for the teams that need them.
Tasks and approvals
Define review stages, handoffs, exceptions and an accountable next action for each item of work.
Document workflows
Link files to the relevant client and task, preserve versions and record review decisions.
Role-based access
Set who can see, change, approve or export information across clients and internal teams.
Existing-tool integration
Connect a retained CRM, document repository or other system with explicit data ownership and update rules.
Delivery and workload reports
Show work in progress, ageing requests and review bottlenecks from defined source records.
Example report / Client project margin
Connect the work delivered to the cost of delivering it.
A project can look busy while its margin is falling. A useful report connects the agreed fee or revenue measure with approved time and direct costs for the same client project and period.
Connect the records
Match project identifiers across time entries, expenses and the financial system. Flag missing rates, unapproved hours and unmatched records.
Make the next decision
Compare planned and actual delivery cost, inspect the source entries and decide whether staffing, scope or billing needs attention.
The definitions and selected totals are validated with your finance owner before the team relies on the report.
The tools around client delivery
Use the agreed client and contact identifiers to connect requests to the right engagement.
Keep files in the agreed repository and link each review to a specific document version.
Connect notifications and deadlines to the task so an email is not the only record of a decision.
Map sign-in accounts to organisations, roles and access when a person joins or leaves.
Pass approved work and billing references to the retained accounting process.
Combine task status and review dates to show waiting work, overdue approvals and workload.
Workflow examplesReview the assessment brief
Start with one client approval workflow
One possible first workflow
A client submits a request with documents. The assigned specialist reviews a specific version, records a decision and gives the client a visible status and next action.
Limit the first release to one service, one client group and agreed review roles. Keep existing billing and calendar tools; additional services and automated billing have a separate scope.
Bring a representative request, document versions, approval rules and an access matrix. Name the service owner who will accept the completed workflow.
Checks for this example release
- A client can access only their organisation’s requests and files; reviewers see only the work assigned to their role.
- The approval records the reviewed document version. Replacing the file requires a new review rather than inheriting the previous decision.
- A returned request shows the reason, responsible person and next action. It cannot be completed while required approvals are missing.
Related project experience.
Professional services
BDO Global Portal
Documents, reviewers, tasks and approvals in one working context.
ExploreYour next step
Make Client Work Easier to Follow
Show us how you deliver a service, the tools involved and where work slows down. We will help choose what to improve first.
Discuss your workflow