business_centerFor Professional Services

Run your firm on a platform built for professionals.

precision is the product.

Whether you're an accounting firm, law practice, or architecture studio — manage client relationships, project delivery, and billing from one unified platform.

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40%less time on admin
100%billing accuracy
1source of truth

01 — The friction

Sound familiar?

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Client files scattered across email and drives

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Centralized client profiles with full history — emails, projects, documents, and invoices.

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Complex billing structures

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Support for hourly, fixed-fee, retainer, and milestone billing. All in one system.

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Client confidentiality concerns

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Role-based access controls. Each team member sees only what they need to.

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Disconnected accounting software

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Native integration paths for your financial workflows. No double data entry.

02 — The toolkit

Built for how you work.

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Client Relationship Management

Track every client interaction — calls, emails, meetings, and project milestones.

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Matter / Engagement Tracking

Manage projects by client and engagement type. Track deliverables, deadlines, and budgets.

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Flexible Billing

Hourly rates, fixed fees, retainers, or milestone billing. Professional invoices in seconds.

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Financial Reporting

Revenue per client, per partner, per practice area. Know where your firm makes money.

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Workflow Automation

New client onboarded? Auto-create engagement, assign team, and set billing schedule.

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Internal Communication

Discuss client matters securely with Echo. Threaded conversations tied to specific engagements.

03 — The flow

From intake to invoice

01

Client intake

Capture prospect, qualify, generate engagement letter

02

Staff & scope

Assign team members, set deliverables

03

Deliver & track

Timesheets, milestones, budget tracking

04

Bill & report

Flexible invoicing, revenue analytics

04 — The questions

Asked & answered.

01What software do professional services firms use to manage clients, projects, and billing?expand_more
Professional services firms use platforms like Hyegro that combine CRM, engagement tracking, time and expense management, flexible billing, and financial reporting. Hyegro replaces fragmented practice management tools with one unified platform.
02How can an accounting or law firm automate invoicing and track billable hours?expand_more
Hyegro includes built-in timesheets with per-engagement billable rates, auto-invoicing from tracked hours or milestones, and payment tracking. Firms can bill by the hour, fixed fee, retainer, or milestone — all from one system.
03What is the difference between practice management software and PSA software?expand_more
Practice management software is industry-specific (legal, accounting), while PSA (Professional Services Automation) software is a broader category covering CRM, project delivery, resource management, and billing. Hyegro provides the core capabilities of both.
04Is there one platform that handles CRM, project management, and invoicing for professional services?expand_more
Yes. Hyegro combines client relationship management, engagement tracking, timesheets, flexible billing, and revenue analytics in one platform — purpose-built for accounting firms, law practices, architecture studios, and consulting firms.

For Professional Services

Run the practice with the same rigor you bill for.

14-day free trial. Full access to all features. Cancel anytime.

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