Welcome to the new era of AI services!
The perfect ecosystem where humans lead & agents deliver.
The next phase of professional services isn’t about more dashboards or integrations, it’s about operations that run themselves. Klient PSA is building that future with a clear, pragmatic roadmap toward Autonomous Project Delivery.
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Empower your team with AI agents.
Building the first autonomous project delivery platform.
Klient PSA gives professional services teams the structure, data, and visibility they need to unlock real AI performance. With clean delivery data inside Salesforce, your organization can deploy PS agents that understand your projects, your resources, and your financials with precision.
These agents don’t replace your team, they enhance it. They take on repetitive coordination, surface risks faster, analyze workloads instantly, and prepare insights your people can act on. Every action remains human-led, with clear controls for reviewing, approving, and adjusting work in real time.
AI AGENTS HELP YOUR BUSINESS TO…
Accelerate project delivery
Maintain focus on outcomes
Run workflow autonomously
Gain visibility across every projects
The Hybrid Workforce.
Meet your Project Agent. Powered by Agentforce!
Rapid Project Creation
“Create a project from this CSV file and write an agile description.”
Time Entry Verification
“Show time entries for Apollo project”
Billing Preparation
“Show all logged billable hours this month for Apollo project”
Do more. Deliver faster.
Weekly Sprint Planning
“Show high priority tasks due this week in Apollo project”
Resource Allocation Review
“Who’s assigned to Database Migration task?”
Project Health Review
“Show all overdue tasks with the assigned resource for Apollo project “
Complete set of AI agents adapting to every service workflow.
We are customer zero
We learn, we try & we share with you!
Klient’s AI vision is simple: project delivery should flow faster, cleaner, and more intelligently, without ever removing humans from the driver’s seat. Our approach to AI is practical and disciplined. We build PS agents that take on the repetitive, time-sensitive work so your teams can stay focused on strategy, clients, and high-value outcomes.
This roadmap reflects how we learn, iterate, and release value responsibly. From task automation to resource intelligence, financial accuracy, and eventually autonomous project delivery, each step builds on real customer use cases and real delivery data.
