For professional services firms
Professional services firms win engagements, staff them, deliver against scope, and bill for time: usually across a CRM, a PSA, a timesheet tool, and an e-signature app. Atlas puts the pipeline, the engagements, the tracked hours, and the signed agreements on one record, so utilization and delivery stop living in separate systems.
The bundle you need
These are real Atlas modules, on one data model: not separate subscriptions.
Track opportunities, renewals, and referrals across the engagement pipeline.
Run engagements with milestones, deliverables, and client-ready status.
Capture billable hours against engagements to protect utilization and billing.
Send and sign engagement letters, SOWs, and change orders in-app.
Report on utilization, pipeline, and delivery health in dashboards.
For every role
Role
See utilization and engagement health across the practice, not per-spreadsheet.
Role
Scope, deliverables, and tracked time map back to the signed engagement letter.
Role
Staff the deals you are about to win by seeing pipeline next to capacity.
Role
Billing inputs (hours, scope, signed agreement) come from one record, not a reconciliation.
Outcomes
Tracked hours against each engagement show where time really goes, so you price and staff the next one better.
The signed engagement letter, the deliverables, and the hours are linked, so scope creep is visible and documented.
Opportunities sit beside workload, so you can plan staffing before the engagement starts.
FAQ
Ready when you are
Start free and bring your whole operation into Atlas: customers, work, people, and paperwork in one place.