Industry Solution

Built for Consulting, Legal & Professional Services Firms

Track billable hours, manage project staffing, optimize utilization rates, and streamline invoicing — everything professional services firms need to maximize profitability and deliver outstanding client outcomes.

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Challenges We Solve

Pain Points This Solution Addresses

We understand the unique challenges your industry faces — and built this solution to solve them.

Utilization Tracking

Maximizing billable utilization while maintaining consultant work-life balance and preventing burnout

Project Profitability

Understanding true project margins after accounting for all labor costs, expenses, and overhead allocation

Talent Acquisition

Finding and retaining specialized consultants in a competitive market with long hiring cycles

Time-to-Invoice Delays

Reducing the gap between work performed and invoice generation due to manual time entry and approval bottlenecks

Resource Planning

Forecasting demand and allocating the right consultants to the right projects at the right time

What's Included

10 Integrated Modules, One Platform

Each module works seamlessly together, sharing data and workflows so you never have to switch between tools.

Project Tracking

Manage client engagements, milestones, budgets, and deliverables in real time

Time & Attendance

Capture billable and non-billable hours with project-level time entry

Applicant Tracking

Recruit specialized talent with skill-based screening and pipeline management

Recruitment CRM

Build talent pipelines for niche roles and maintain candidate relationships

Payroll

Process payroll for salaried consultants, contractors, and variable compensation

Expense Management

Capture client-billable expenses with project codes and approval workflows

Accounts Receivable

Generate invoices from tracked time and expenses, manage collections

Financial Reporting

Analyze project profitability, revenue recognition, and financial performance

People Analytics

Monitor utilization rates, bench time, and consultant performance metrics

AI Assistant

Get AI-powered insights on resource allocation, project risks, and revenue forecasting

How It Works

Seamless End-to-End Workflow

1

Staff & Schedule Engagements

Match consultants to projects based on skills, availability, and client requirements. Track staffing plans alongside recruitment pipeline for upcoming demand.

2

Track Time & Expenses

Consultants log billable hours and expenses directly against project codes. Managers approve in real time, keeping data current and accurate.

3

Invoice & Analyze Profitability

Approved time and expenses flow into invoicing and financial reporting. Real-time dashboards reveal project margins, utilization rates, and revenue forecasts.

Results That Speak for Themselves

Measurable Impact on Your Business

Up to 15%

Increase in Billable Utilization

Up to 60%

Faster Invoice Generation

Up to 95%

Timesheet Completion Rate

FAQ

Frequently Asked Questions

Ready to See It in Action?

Book a personalized demo and discover how Workisy can transform your operations in weeks, not months.

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