Salesforce PSA Software for Consulting & Advisory

Turn expertise into
measurable profit

Your consultants are brilliant. Your analysts work hard. But if you can’t see utilization, track scope, and bill accurately — you’re leaving margin on the table every single week.

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100%
Salesforce native
3 wks
Go-live
#1
G2 ease of use
$39
/user/month
Your Business Model

Strategy, execution, advisory — one platform

Consulting firms mix project types: strategy sprints, transformation programs, ongoing advisory retainers, and due diligence engagements — each with different billing and staffing models.

Strategy Engagements
Fixed fee / milestone
Transformation Programs
T&M with cap
Advisory Retainers
Monthly retainer
Due Diligence
Fixed fee sprint
The Problem

Where consulting firms destroy margin

Partners sell, analysts over-deliver

The partner scoped 200 hours. The team delivered 280. Nobody flagged it because there’s no real-time view of budget vs. actual. By the time finance notices, the margin is already gone.

4.3%Average revenue leaked — industry data

Bench time is invisible

You don’t know who’s available until you ask around. A senior consultant sits idle for a week while another practice leader scrambles to staff a new engagement. No shared visibility.

68%Average utilization — top firms hit 78%+

Status reports are a full-time job

Each PM spends 6–8 hours per week manually compiling project updates, formatting slides, and sending client emails. That’s billable time burned on admin.

6–8 hrsPer PM per week on status reports
The Solution

Three reasons consulting firms choose Klient

Real-Time Margin on Every Engagement

See budget burn, hours consumed, and projected margin — live, per project. Partners spot over-delivery on day 5, not day 50. Issue change orders before it’s too late.

“Know your margin on Tuesday, not after month-end close.”

Global & Cross-Practice Visibility

One resource planner across all practices and geographies. Filter by skill, seniority, availability, and client history. Staff across offices, time zones, and practices — no more regional silos or email chains.

“The email chain ‘who’s available next week?’ is dead.”

Agents Write the Status Reports

The Project Agent drafts weekly client updates from live project data. The Time Agent chases missing timesheets. Your consultants consult — agents handle the admin.

“6 hours/week back per PM. That’s 300+ billable hours per year.”
AI Agents

The agents built for consulting firms

Klient PSA ships with a squad of Salesforce Agentforce agents. For consulting and advisory firms, three carry the delivery load — each ships complete, and every output waits for a partner’s approval.

S1

SCOPEY 1 · Scoping

Turns a partner’s plain-language brief into a structured scope with deliverables and acceptance criteria — so engagements start with clear boundaries and scope creep has nowhere to hide.

Learn about SCOPEY 1 →
P1

PLANNY 1 · Project Management

Reads live project health and delivers a prioritised brief every morning — what’s on track, what’s at risk, what needs a partner’s attention today. No more rebuilding context from scratch.

Learn about PLANNY 1 →
T1

TIMEY 1 · Timesheets

Drafts each consultant’s timesheet from calendar, tasks, and activity — recovering the billable hours that quietly vanish under manual entry. Review and approve in seconds.

Learn about TIMEY 1 →
Who It’s For

Built for consulting firm leadership

Primary User
Practice Lead / Engagement Manager
Runs 5–15 concurrent engagements across strategy and execution. Needs to see team utilization, project health, and margin without opening 6 spreadsheets.
“One dashboard for every engagement. No more spreadsheet archaeology.”
Economic Buyer
Managing Partner / COO / CIO
Responsible for firm profitability. Needs utilization data by practice, margin by partner, and revenue forecast accuracy — but currently waits until month-end to see any of it.
“Real-time P&L by practice, by partner, by client. Updated as work happens.”
Champion
Director of Operations
The person who actually makes the firm run: staffing, billing, compliance, reporting. Spends 80% of their time gathering data and 20% acting on it. Needs those ratios reversed.
“Flip the ratio: 20% gathering, 80% acting. Agents handle the rest.”
Common Objections

Questions from consulting leaders

“We’ve used spreadsheets for 10 years. Why change now?”
Spreadsheets worked when you were 10 people. At 30+, they break: version conflicts, stale data, no real-time visibility. The cost of running on spreadsheets isn’t the tool — it’s the decisions you make with outdated information. One prevented scope overrun pays for Klient for a year.
“Our partners won’t adopt new software.”
Partners don’t need to change behavior. They get a real-time dashboard showing their engagements, their team’s utilization, and their practice margin — without touching a timesheet. The people who enter data are consultants (30-second mobile app). Partners just see the results.
“We don’t use Salesforce as our CRM.”
Klient includes Salesforce Platform licenses in all tiers — you don’t need a separate Salesforce CRM license. You get the PSA, the project management, and the Salesforce platform in one price. Many consulting firms adopt Klient as their first Salesforce product.
“Isn’t Klient for tech firms? We’re management consulting.”
If you deliver billable work — strategy sprints, transformation programs, advisory retainers — you need the same operational backbone: resource planning, time tracking, project financials, and billing. The industry doesn’t matter. The workflow does.

Your expertise deserves
better margins.

See how Klient helps consulting firms track every engagement, optimize utilization, and let AI agents handle the admin.

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