Professional Services Industry Solution

Project Administration for Professional Services

Eclipse Cloud helps professional services teams maintain client records, manage engagements as projects, assign work, record labor and expenses, create ordinary invoices, and review project profitability. It does not provide trust accounting, legal matter billing, automatic time-to-invoice conversion, write-offs, WIP aging, realization reporting, or a client portal.

The Challenge

Professional services teams may need general project, labor, expense, and invoicing administration alongside specialized practice-management or accounting systems.

The Outcome

  • Labor and expense records tied to client projects
  • Client, project, and invoice records in one workspace
  • Project-level visibility into recorded costs and estimated profitability
  • A clear boundary between general administration and specialist practice systems

How It Works for Professional Services

1

Create client records and engagements as projects

2

Define project work items and assign team members

3

Record labor entries and notes against project work

4

Log project expenses and supporting receipts

5

Create ordinary invoices separately from time records

6

Review recorded project labor, expenses, and estimated profitability

Recommended Configuration for Professional Services

User Roles

  • Admin
  • Manager (Partner)
  • User (Associate)
  • Accountant

Approval Workflows

  • Project approval
  • Expense approval
  • Invoice review

Key Reports

  • Project labor
  • Project expenses
  • Project profitability
  • Outstanding invoices

Frequently Asked Questions

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