Run your consulting practice without losing track of billable hours
- See utilization by consultant and practice group in real time, not at month-end
- Bill time-and-materials and fixed-fee clients from the same timesheet data
- Catch resource conflicts before they hit a client commitment
- Convert signed SOWs directly into projects - no re-entry
- Track project margin against the original estimate as work happens
Engagement Pipeline
Active This WeekTime-and-materials, fixed-fee, and retainers - tracked in one ledger
Consulting firms often run mixed billing models simultaneously - a T&M project for one client, a fixed-fee engagement for another, and a monthly retainer for a third - often for the same consultant. CrmLeaf PSA logs time once per task and routes it to whichever billing model that client is on, so consultants don't need to think about billing type when they log hours.
Six places captures billable time and project margin quietly slip
Built from the CrmLeaf PSA modules consulting firms use most
Questions consulting firms ask
Common questions from global consulting and advisory practices about PSA automation.
Built for service businesses with different delivery models
From IT and consulting to legal and accounting firms, CrmLeaf PSA adapts to how your teams plan work, allocate resources, and bill clients across recurring and project-based engagements.
IT & Managed Services
Manage SLA-based delivery, recurring retainers, and technical projects in one pipeline.
SLA ReadyConsulting & Advisory
Coordinate consultants, utilization, and milestone billing across multi-client programs.
Advisory FlowAudit, Tax & Accounting
Plan seasonal workloads, monitor deadlines, and bill mixed fixed-fee and hourly engagements.
Compliance FocusLegal Firms
Manage case timelines, client communication, and matter-based billing with full audit trails.
Matter TrackingStaffing Agencies
Handle recruiter pipelines, contractor allocations, and multi-client staffing engagements with confidence.
Placement OpsStop losing billable hours between the pitch and the invoice.
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