# Connect clients, projects, billing and your team’s work.

> Connect clients, projects, tasks, documents, people and billing for a professional services firm in one modular platform.

Software for professional services
Give each engagement a clear operational thread from the first client conversation to tasks, documents, delivery and billing.

 [Start free trial](https://talentohq.com/signup-redirect?locale=en) [Request a demo](https://talentohq.com/contact)

  Guided demo Permission-based access Clients, work and billing connected

![Projects overview in TalentoHQ in English](https://talentohq.com/assets/rrhh/en/projects-ebea093a.webp)

Keep client context, delivery work and administration in the same operational view.

 Daily delivery
## 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.

![Project and task management in TalentoHQ in English](https://talentohq.com/assets/rrhh/en/project-with-tasks-35a20b80.webp)

 Connected delivery
## 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.

 01
### Clients, history and follow-up

Organize contacts, opportunities, notes and documents so the relationship does not depend on one inbox.

**Shared context**

 02
### Billing, documents and tasks

Connect delivery tasks, approvals, expenses, quotes and invoices instead of handing data between separate systems.

**End-to-end work**

 03
### Team availability

Use schedules, leave and responsibilities to understand capacity without exposing restricted employee data.

**Informed planning**

 Adaptable workflows
## 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.

![Document list in TalentoHQ in English](https://talentohq.com/assets/rrhh/en/documentos/document-list-dc10b24f.webp)

 How it fits
## Create one operational thread for every engagement.

1. 1 ### Map the service journey Identify the client, proposal, tasks, documents, owners, review and billing stages.
2. 2 ### Set permissions and responsibility Define who sees each client, who approves, who delivers and what each role needs.
3. 3 ### Connect delivery and people operations Plan work with team availability and client priorities in the same context.

## Request a demo for your services firm.

Tell us which workflow you want to organize first and we will prepare a demonstration around it.

 [Free trial](https://talentohq.com/signup-redirect?locale=en)

 Explore more
## Features for professional services teams

Discover how other TalentoHQ features work together to offer you complete people management.

 [01 ### Time and attendance Daily records, review and traceable corrections.](https://talentohq.com/characteristics/time-tracking-attendance-management) [02 ### Shift management Coordinate changing schedules and availability.](https://talentohq.com/characteristics/shift-management) [03 ### Leave and absences Requests, approvals and shared calendars for capacity planning.](https://talentohq.com/characteristics/vacation-absence-management)

TalentoHQ for services
## Manage clients, projects and billing with TalentoHQ.

Bring everyday service delivery into a platform that can grow with your firm.

 [Free trial](https://talentohq.com/signup-redirect?locale=en)

Language: en
Canonical URL: https://talentohq.com/sectors/professional-services