Professional Services
Run client work cleanly from brief to invoice.
Track clients, projects, deliverables, and billing milestones in one structured workspace — without building custom software or chasing status in email threads.
What you track
Use cases
How professional services teams use Recordbook.
Client project management
Every engagement gets a structured record — scope, status, assigned team, and key dates in one place.
Deliverable tracking
Break projects into deliverables with owners and due dates. Nothing slips through without someone owning it.
Billing milestones
Link billing events to project milestones. Finance sees what's ready to invoice without chasing the delivery team.
Portfolio visibility
See all active engagements in a kanban or list view. Spot capacity risks and overdue deliverables at a glance.
Built-in advantages
Why professional services teams choose Recordbook.
Client-facing views
Share a filtered view with clients showing only their project status — no internal costs or team notes exposed.
Portfolio health at a glance
Kanban view across all active projects surfaces what's blocked, what's on track, and what's at risk — instantly.
Billing milestone clarity
Finance and delivery stay in sync. Invoice triggers are structured records — not Slack messages or guesses.
Ready to bring structure to your professional services operations?
Start a free workspace and set up your first structured workflow in minutes — no code, no IT ticket.