Connect clients, projects, billing and your team’s work.
Give each engagement a clear operational thread from the first client conversation to tasks, documents, delivery and billing.
Keep client work visible from proposal to invoice.
Professional services depend on context: what was agreed, who owns the next step, which documents matter and what is ready to bill.
- Clients. Keep commercial context, documents and next steps visible.
- Work. Connect tasks, owners and recorded activity to each engagement.
- Billing. Link quotes, invoices and payment follow-up to delivered work.
- People. Plan availability and absences with the client workload in view.
Clients, delivery, administration and people in one platform.
A shared workflow reduces duplicate entry and helps each authorized person find the context needed for the next decision.
Clients, history and follow-up
Organize contacts, opportunities, notes and documents so the relationship does not depend on one inbox.
Billing, documents and tasks
Connect delivery tasks, approvals, expenses, quotes and invoices instead of handing data between separate systems.
Team availability
Use schedules, leave and responsibilities to understand capacity without exposing restricted employee data.
Configure TalentoHQ around how your firm delivers work.
Permissions, fields, approval steps and reports can reflect the service model without forcing every team into the same process.
Create one operational thread for every engagement.
- 1
Map the service journey
Identify the client, proposal, tasks, documents, owners, review and billing stages.
- 2
Set permissions and responsibility
Define who sees each client, who approves, who delivers and what each role needs.
- 3
Connect delivery and people operations
Plan work with team availability and client priorities in the same context.
Features for professional services teams
Discover how other TalentoHQ features work together to offer you complete people management.