Salesforce PSA Software for HR Consulting

People are your product.
Treat their time that way.

HR consulting firms sell expertise by the hour but track it on spreadsheets. When you can’t see utilization, scope creep, or project margin in real time — every engagement quietly erodes your profit. Klient PSA, the Salesforce PSA for HR consulting, makes all of it visible.

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100%
Salesforce native
3 wks
Go-live
Mixed
T&M + fixed + retainer
$39
/user/month
Your Business Model

Every HR engagement type, one platform

HR practices juggle compliance audits, org transformations, executive coaching, and ongoing advisory — each with unique billing cadences and staffing needs.

HR Audits & Compliance
Fixed fee
Org Design & Transformation
T&M or milestone
Fractional CHRO / Advisory
Monthly retainer
Executive Coaching
Session-based / package
The Problem

Where HR practices lose profit

“One more meeting” kills fixed-fee margins

Client asks for an extra stakeholder workshop, another policy review session, one more executive alignment call. Each one is an hour your team gives away. Nobody tracks the creep because nobody tracks the scope.

35%of HR projects exceed original scope

Retainer clients consume more than they pay for

Your fractional CHRO clients get 15 hours/month. Most use 20. That’s 33% free work — invisible because nobody reconciles retainer hours against the contract until renewal time.

20–30%Typical retainer over-delivery

Consultant scheduling is tribal knowledge

The principal knows who’s available because they asked in the hallway. At 15+ consultants, hallway conversations don’t scale. Specializations (comp, DEI, labor law) make it harder.

65%Avg utilization — top firms hit 75%+

The Solution

Three reasons HR practices choose Klient

Real-Time Scope & Budget Tracking

See hours consumed vs. hours sold on every engagement — live. When a fixed-fee compliance audit hits 80% of budget, you know immediately. Issue a change order, not an apology.

“Know you’re over scope on day 3, not day 30.”

Retainer Guardrails & Overage Billing

Set monthly hour caps per advisory client. Klient alerts at 80%. Automatically roll over unused hours or bill the overage. Stop giving away a third of your retainer value.

“Retainer profitability went from a guess to a dashboard.”

Staff by Specialization

Filter available consultants by specialty — compensation, DEI, labor relations, org design, coaching certification. Match the right consultant to the right engagement in minutes.

“Need a certified exec coach with M&A experience and 10 hours free? One search.”
AI Agents

The agents built for HR consulting

Klient PSA ships with a squad of Salesforce Agentforce agents. For HR consulting practices, three protect margin and keep advisory relationships on track — each ships complete, and every output waits for your approval.

T1

TIMEY1 · Timesheets

Drafts consultant timesheets from calendar and activity — so retainer hours are captured accurately and you can see over-delivery before it eats the margin.

Learn about TIMEY1 →
ST

STAFFY1 · Resourcing

Surfaces available consultants by specialty and capacity, then proposes the right fit for each engagement — no more staffing by hallway conversation. You decide and assign.

Learn about STAFFY1 →
T1

TOUCHY1 · Touchpoints

Preps briefs and drafts follow-up summaries for every client check-in and advisory session — so nothing slips between sessions and the relationship stays warm.

Learn about TOUCHY1 →
Who It’s For

Built for HR consulting leaders

Primary User
Practice Director / Senior Consultant
Manages 8–20 concurrent client engagements across audits, transformations, and advisory. Balances client delivery with business development. Needs visibility without admin overhead.
“See every engagement’s health in one dashboard. Spend time advising, not administrating.”
Economic Buyer
Managing Partner / Founder
Built the firm on expertise and reputation. Now at 15–50 consultants, can’t afford to fly blind on margins. Needs data to price engagements correctly and decide when to hire.
“Finally know your true cost-to-serve. Price your next proposal with confidence.”
Champion
Operations / Office Manager
The person who chases timesheets, reconciles retainer hours, and manually creates invoices. Spends 2 days per month on billing that should take 2 hours.
“Time → invoice → accounting, automated. Get 2 days back every month.”
Common Objections

Questions from HR consulting leaders

“We’re a people firm, not a tech firm. Our consultants will push back.”
Klient’s mobile app takes 30 seconds to log time, with gentle reminders and calendar-based pre-fill. We designed it for consultants who’d rather be in a workshop than in a timesheet tool. That’s the point.
“We’re only 12 consultants. Do we need a PSA?”
12 consultants × $39/mo = $468/month. If your team over-delivers by 5 hours/month on retainers at $200/hr, that’s $1,000 in unrecovered revenue. Klient pays for itself in the first week. The smaller the firm, the more each lost hour hurts.
“We bill mostly by phase, not by hour.”
Klient supports milestone billing, phase billing, and fixed fee alongside T&M and retainers. You can bill by phase while still tracking hours underneath — so you know your true cost-to-deliver and margin per phase. Best of both worlds.
“We don’t use Salesforce.”
Klient includes Salesforce Platform licenses — you don’t need an existing Salesforce CRM. You get the PSA, project management, resource planning, and CRM pipeline in one platform at $39/user/month. Many HR firms adopt Klient as their first (and only) Salesforce product.

Your expertise deserves
better operations.

See how Klient helps HR consulting firms track every engagement, protect retainer margins, and staff smarter — all in one platform.

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