Salesforce PSA Software for Cybersecurity Firms

Stop over-delivering.
Start over-earning.

Your analysts are your product. Every untracked hour on a pentest, every retainer over-delivery, every SOW change that doesn’t get billed — that’s profit walking out the door. Klient makes every engagement visible and every hour billable.

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See Engagement Types
100%
Salesforce native
SOC 2
Inherits SF security
Mixed
T&M + fixed + retainer
$39
/user/month
Your Business Model

Every engagement type, one platform

Cybersecurity firms juggle assessments, retainers, incident response, and advisory — each with different billing models. Klient handles them all.

Pentests & Assessments
Fixed fee

Incident Response
Emergency T&M

vCISO / Managed Security
Monthly retainer

Compliance & GRC
T&M or milestone

The Problem

Where cybersecurity firms bleed margin

Fixed-fee pentests eat your margin

You scoped 80 hours. Your team spent 120. Without real-time tracking against the SOW, you don’t know you’re underwater until the engagement is over and the margin is gone.

40%of fixed-fee engagements exceed scope

Retainer over-delivery is invisible

Your vCISO clients get 20 hours/month. You’re delivering 28. That’s 40% free work — and you don’t know it because retainer hours aren’t tracked against the contract.

25%Average retainer over-delivery

Top analysts are triple-booked

Your best pentesters and IR responders are on 3 engagements simultaneously while junior analysts wait for assignments. No visibility into who’s available or overloaded.

68%Average utilization — top firms hit 78%+

The Solution

Three reasons cybersecurity firms choose Klient

Track Every Hour Against the SOW

See real-time budget burn on every pentest, assessment, and IR engagement. Know you’re over scope on day 3 — not day 30. Issue change orders before the margin disappears.

“See budget burn in real-time. Issue a change order before you’re underwater.”

Retainer Guardrails

Set monthly hour caps per vCISO client. Klient alerts when you hit 80%. Roll over unused hours or bill overage — automatically. No more silent over-delivery.

“Stop giving away 25% of your retainer value. Set guardrails and bill the overage.”

Staff by Skill & Clearance

Filter available analysts by certification (OSCP, CISSP, CISM), clearance level, and current workload. Staff engagements in minutes, not days of back-and-forth.

“Need an OSCP with Secret clearance and 20 hours free next week? One search.”

AI Agents

The agents built for cybersecurity firms

Klient PSA ships with a squad of Salesforce Agentforce agents. For cybersecurity practices, three keep engagements profitable and on-track — each ships complete, and every output waits for your approval.

T1

TIMEY 1 · Timesheets

Drafts analyst timesheets from calendar and activity — capturing every hour against the SOW so fixed-fee pentests and IR retainers stop bleeding unbilled time.

Learn about TIMEY 1 →
ST

STAFFY 1 · Resourcing

Surfaces analyst capacity by certification and clearance, then proposes the right fit for each engagement — staffing in minutes, not days of back-and-forth. You decide and assign.

Learn about STAFFY 1 →
C1

CASEY 1 · Customer Support

Handles case intake and drafts confidence-scored responses with full context attached — reclaiming the admin overhead on managed-security and support work, with a human signing off every reply.

Learn about CASEY 1 →
Who It’s For

Built for cybersecurity delivery leaders

Primary User
Director of Consulting / Delivery
Manages pentest teams, IR retainers, and compliance projects simultaneously. Needs to know who’s overloaded, which engagements are profitable, and where the next analyst should be staffed.
“One view of every engagement, every analyst, every dollar — updated in real time.”

Economic Buyer
VP of Security Services / Practice Director
Responsible for practice profitability across pentest, IR, and advisory lines. Needs margin visibility by engagement type to price correctly, staff efficiently, and justify new hires.
“Margin visibility by engagement type. Price smarter, staff smarter, grow faster.”

Champion
Practice Ops / Office Manager
Chases timesheets from analysts who live in terminals. Builds status reports from Slack threads. Manually reconciles retainer hours against contracts in spreadsheets.
“Automate timesheet reminders, status reports, and retainer-overage flags.”

Common Objections

Questions from cybersecurity leaders

“Our analysts hate timesheets. They’ll revolt.”
Security analysts hate clunky ERP time entry. Klient’s mobile app takes 30 seconds, pre-populating from calendar events with smart nudges. Analysts who hate timesheets tolerate Klient because it respects their workflow.
“We’re only 10–20 people. Do we need a PSA?”
At $150K average analyst cost, one recovered retainer over-delivery pays for Klient for the entire year. At 15 users × $39/mo, that’s $585/month — less than one billable hour. The question isn’t whether you can afford it. It’s whether you can afford not to know your margins.
“We need SOC 2 / FedRAMP-compliant tools.”
Klient runs 100% on Salesforce — inheriting Salesforce’s SOC 2 Type II, ISO 27001, FedRAMP High authorization, and encryption at rest and in transit. Your data lives in the same infrastructure your enterprise clients already trust.
“We use a ticketing system for IR already.”
Keep your SIEM and ticketing tools. Klient handles the business side: tracking hours against the IR retainer, billing emergency T&M rates, and giving leadership a financial view of incident response profitability. Different job, different tool.

Protect your clients.
Protect your margins.

See how Klient helps cybersecurity firms track every engagement, bill every model, and staff scarce talent — all native on Salesforce.

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