Run every study
on protocol and on margin
Salesforce PSA for life sciences — clinical, regulatory & validation projects
Your trials slip. Your milestones miss. Hours vanish before they are billed. Klient PSA runs your clinical, regulatory, and validation work where your Salesforce data already lives — so the next audit and the next invoice both hold up.
What engagement types does Klient PSA support for life sciences?
Klient PSA runs the full range of life-sciences service work — clinical study setup, regulatory submissions, validation and CSV projects, and advisory retainers — on one Salesforce-native platform, each with its own billing model.
Why do life-sciences firms lose margin on every project?
Life-sciences services firms lose margin because regulated work runs long, hours go unrecorded, and the data lives in disconnected tools — so leaders see the overrun only after the period closes.
Protocol changes blow up the budget
An amendment lands, the scope shifts, the team absorbs the extra work — and no one issues a change order. Across the industry, projects average 1.65 contract modifications each, and only 13.1% need none (SPI Research 2025, Table 218). The margin is gone before finance sees it.
Billable hours vanish on regulated work
Coordinators and validation engineers do the work, then reconstruct timesheets days later from memory. About one in five billable hours goes unrecorded under manual time tracking. On a study team, that is revenue you delivered and never invoiced.
Trial data lives in a dozen tools
Project status sits in one system, billing in another, the CRM in a third, the audit trail in a spreadsheet. On-time delivery across professional services has fallen to 73.4%, down from 80.2% in 2021. Stitching the picture together by hand is where the days go.
How does Klient PSA fix life-sciences project delivery?
Klient PSA fixes life-sciences delivery by running studies, submissions, and validation projects 100% natively on Salesforce — one platform connects scope, resourcing, time tracking, and billing so every program protects its margin and its audit trail.
Margin and milestones in real time
See budget burn, hours consumed, and projected margin live on every study — so a protocol amendment triggers a change order on day 5, not at quarter close. Each milestone bills the moment it is met.
One audit trail, on the Salesforce Platform
Projects, time, and billing sit in your Salesforce org under field history and access controls you already validated — Klient PSA supports your audit trail and validated-system controls on Salesforce, with no integration to break. Klient is SOC 2 Type 2 audited.
AI agents handle the coordination
The status agent briefs leadership each morning, the timesheet agent drafts every coordinator's hours, and the scoping agent turns a protocol change into a structured task. Your team runs the science; agents run the admin — and every output waits for a human's approval.
Which AI agents work on life-sciences projects?
Klient PSA ships with nine AI agents and one MCP server, all Salesforce Agentforce agents. For clinical and life-sciences services teams, three carry the delivery load — and every output waits for a human's approval.
SCOPEY1 · Scope & Protocol
Turns a protocol amendment or a plain-language request into a structured scope — why, what, edge cases, and acceptance criteria — then creates a Klient PSA task held for approval. Nothing proceeds until a human signs off, so scope creep has nowhere to hide.
PLANNY1 · Project Status
Reads live Salesforce project health and sends a morning and night brief — what is on track, what is at risk on which study, and what needs a PM's attention today. It reads and reports; it writes nothing, so leadership stops rebuilding context from scratch.
TIMEY1 · Timesheets
Starts from the planned schedule, then layers calendar, email, and activity to draft each coordinator's and engineer's timesheet — recovering billable hours that vanish under manual entry. Review and approve in about 15 seconds; nothing submits without you.
Who uses Klient PSA in life-sciences firms?
Klient PSA is used by the people who run delivery at CROs, medical-device firms, and life-sciences consultancies — the PMO lead who staffs studies, the services executive who owns margin, and the Salesforce admin who keeps it all native.
“This is my second company using Klient. The application is great, the support is fantastic, and the feature growth in the last five years is wonderful. The secret sauce, in my opinion, is their Implementation, Customer Success and Support team.”
What do life-sciences leaders ask about Klient PSA?
Is Klient PSA validated or 21 CFR Part 11 certified?
We already run Salesforce. Why add a separate PSA?
Can Klient PSA handle a CRO's mix of fixed-fee and milestone billing?
How long does Klient PSA take to go live?
Run every study
on protocol and on margin.
See how Klient PSA runs your clinical, regulatory, and validation work on Salesforce — protecting margin, supporting your audit trail, and letting AI agents handle the admin.