SmartSuite for Professional Services
SmartSuite unifies project delivery, resource management, client collaboration, and operational workflows—replacing disconnected tools with one modern, connected platform.
Transform Project Delivery, Resource Management & Client Operations
Professional services teams often manage projects, resources, and client work across disconnected tools — from project management apps to spreadsheets, timesheet systems, and client communication platforms. These silos slow delivery, reduce visibility, and create inefficiencies across the engagement lifecycle.
SmartSuite centralizes these workflows into one connected platform, helping teams deliver consistently, collaborate effectively, and operate with greater control.
SmartSuite helps professional services organizations:
- Integrate project delivery, resource planning, client collaboration, and ops
- Reduce tool fragmentation across planning, delivery, and reporting
- Standardize workflows for scoping, delivery, approvals, and invoicing
- Improve coordination between delivery, operations, sales, and finance
- Gain real-time visibility into project health, capacity, risks, and profitability
Integrated Risk Stack
Compliance • Claims • Underwriting • Audit
Shared data + unified workflows across teams
Connected Programs
Risk • Compliance • Cyber • Operations
One platform replacing fragmented insurance systems
Rapid Implementation
Prebuilt solutions minimize lift
No-code tools accelerate rollout & updates
How SmartSuite Supports Professional Services Firms
SmartSuite enables consulting, legal, and advisory firms to manage projects, clients, and resources in one connected platform. Improve delivery, utilization, and profitability while automating manual tasks.
Deliver Projects On Time and On Budget
Plan engagements, assign resources, and monitor progress through dynamic dashboards that provide full visibility into timelines and deliverables.
Manage Client Accounts and Engagements Seamlessly
Track opportunities, active projects, and communication history to strengthen relationships and ensure consistency across accounts.
Optimize Team Utilization and Performance
Balance workloads and track billable hours to maximize profitability. Generate real-time utilization and margin insights across your firm.
Automate Onboarding and Delivery Workflows
Use SmartSuite automations and templates to streamline client onboarding, contract reviews, and recurring service tasks.
Featured Solution Suites For Professional Services
Explore SmartSuite Solution Suites designed to streamline client delivery, operations, and financial performance.
Coordinate complex engineering projects with task dependencies, milestone tracking, and version-controlled documentation.
Allocate resources, track capacity vs demand, manage skills, and balance workloads across initiatives.
Track clients, projects, campaigns, and deliverables in one place — linking all account activities to engagement performance.
Capture time entries and expenses in real time, linking them to engagements for accurate billing and profitability reporting.
Professional Services
Challenges
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Why Smartsuite for Professional Services
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Connected Project Workflows
Bring projects, clients, and resources together in one platform — eliminating manual coordination across tools.
No-Code Flexibility
Design engagement templates, reporting dashboards, and automations tailored to your firm’s delivery model — all without developer effort.
Actionable Insights
Monitor utilization, margins, and project health in real time through configurable dashboards.
AI-Powered Productivity
Use SmartSuite AI Assist to draft status reports, summarize client feedback, and recommend next actions across engagements.
Aligned with Regulatory Frameworks
Map controls and evidence to the frameworks your institution follows.
- FFIEC, CRI Profile, SOX, and OCC guidelines
- NIST and ISO cybersecurity standards
- Vendor oversight and audit traceability
AI That Adapts to Your Industry — On Your Terms
SmartSuite embeds AI directly into your workflows to accelerate automation, reporting, and insight generation — while giving you complete control over which models you use and how your data is handled.
Choose from OpenAI, Anthropic, Google Gemini, AWS Bedrock, Azure, Perplexity, Nscale, IBM watsonx, and Xai. Connect your own API keys for full privacy and compliance.
- Bring Your Own AI
Accelerated first-response targets for high-severity issues, so critical incidents are acknowledged, triaged, and moving toward resolution as quickly as possible.
- AI in Action
Use AI to generate compliance reports, summarize audits, and build automations that enhance accuracy and efficiency.
- Data Privacy by Design
SmartSuite never uses customer data for model training. All AI calls route securely through your credentials.
- Customizable Intelligence
Mix models for different needs — reporting, content creation, risk analysis — and tailor performance per workflow.
A Unified Platform for People, Processes, and AI
SmartSuite unites people, data, AI, and systems on one open platform—designed to integrate with anything, secure everything, and adapt to any business process. From industry-specific workflows to enterprise integrations, SmartSuite gives every team the flexibility to work smarter together.
AI powered solutions, purpose built for any industry, delivered on a single platform.
A single platform that powers every process to become smarter, faster and more connected.
Your control tower to select, govern, and monitor any AI model used in SmartSuite—ensuring visibility, compliance, and security across every workflow.
Connect SmartSuite to any system or data source with enterprise-grade security and governance.
Featured Resources
Explore resources and insights for compliance, risk, and quality leaders in aerospace.
Frequently Asked Questions
Common questions from banks, credit unions, and fintech teams.
SmartSuite centralizes all client projects, tasks, and deliverables in one place, allowing for real-time tracking and automated progress reporting.
Yes. SmartSuite integrates with QuickBooks, HubSpot, Google Workspace, and other systems — or can serve as your single source of truth for time, billing, and client data.
The Resource Management suite helps balance workloads, track utilization rates, and forecast future staffing needs with interactive dashboards.
Most firms go live within 30 days using SmartSuite’s pre-built Professional Services templates and onboarding assistance.
Ready to Deliver More Value with Connected Workflows?
See how professional services firms use SmartSuite to manage projects, clients, and resources — all in one intuitive platform.