Industries
Systems built for professional services
Connect your clients, projects, people, and performance.
From the first opportunity to the final deliverable, we build connected systems around the way your firm actually works. CRM. Client onboarding. Projects. Resources. Billing. Reporting. One system built around your business.
:quality(80))
Your client work is connected. Your technology should be too.
Winning the work is only the beginning.
Your team has to onboard the client, plan the engagement, assign resources, manage deliverables, track progress, communicate, and understand performance.
We bring those processes together so your team can spend less time managing the work—and more time delivering it.
From opportunity to delivery.
We connect the entire client lifecycle so information moves with the work and your team always knows what happens next.
-
Lead
-
Proposal
-
Win
-
Onboard
-
Plan
-
Deliver
-
Bill
-
Grow
Utilization
78%
+3 pts vs last week
Engagements on plan
11 of 13
+2 vs last week
Unbilled hours
42
−36 vs last week
Billable hours · this week Live
296h / 360h
Engagements per consultant
Engagements per practice
| Practice | Total | Done | Working | Stuck |
|---|---|---|---|---|
| Advisory | 9 | 6 | 3 | 0 |
| Process | 12 | 8 | 3 | 1 |
| Systems | 8 | 5 | 3 | 0 |
| Training | 5 | 4 | 1 | 0 |
| Support | 6 | 5 | 1 | 0 |
Illustrative workspace — structure, statuses and automations shown as we build them; not client data.
What can we build?
CRM & pipeline
Manage relationships, opportunities, proposals, follow-ups, and your sales pipeline.
Client onboarding
Turn signed business into structured projects, tasks, documentation, and internal handoffs.
Project management
Connect engagements, milestones, deliverables, deadlines, communication, and responsibilities.
Resource planning
Understand capacity and assign the right people across clients, projects, and upcoming work.
Time & utilization
Track effort, utilization, capacity, and how your team's time is being allocated.
Client portals
Give clients a tailored place for updates, requests, documents, approvals, and deliverables.
Documents & approvals
Automate proposals, agreements, deliverables, internal reviews, and approval workflows.
Billing & finance workflows
Connect project activity with billing milestones, invoicing, accounting, and financial processes.
Reporting & performance
See pipeline, workload, delivery, utilization, project health, and business performance.
Built around the way your firm works.
Every professional services business delivers differently. We combine monday.com, custom applications, automation, integrations, and AI to build a system around your services, team structure, client experience, and delivery model.
Not another tool to manage. A better way to run the business.
Financial services
Complex work doesn't need complex technology.
Client information in one system. Documents somewhere else. Approvals happening through email. Teams maintaining spreadsheets just to keep track of what's next.
Financial services organizations manage complex relationships, documentation, approvals, deadlines, and workflows. We build connected business systems that bring those processes together—giving your team greater structure, visibility, and control.
And when specialized financial platforms need to remain in place, we build around and connect them rather than forcing everything into one tool.
-
Prospect
-
Onboard
-
Review
-
Approve
-
Service
-
Monitor
-
Grow
Better Item Views for professional services
Worktables’ own app for monday.com simplifies time entry, expenses and onboarding, and shows each person only what their submission needs. Short videos of it at work, one per use case.
Simplify time entry and expense reporting by presenting only the information users need to complete each submission. Guide employees through required documentation, receipts, project assignments, and approvals while ensuring complete, accurate, and consistent records every time.
Create employee workspaces that simplify onboarding, training, performance reviews, certifications, PTO requests, and HR processes. Deliver personalized experiences for employees, managers, and HR teams while using guided workflows to ensure every task is completed accurately and consistently.
Turn every process into a step-by-step guided experience. Display instructions, SOPs, videos, documents, required fields, and workflow buttons exactly when users need them. Better Item Views helps teams follow the correct process every time, reducing mistakes, improving training, and ensuring work is completed consistently.
)
)
)
Better Item Views is on the monday.com Marketplace. See every widget, its pricing and how a rollout works.
We highly recommend Worktables. They took the time to listen to all of our challenges and created an integrated system to manage all aspects of our operations.
Questions about professional services systems
What can you build for a professional services firm?
CRM and pipeline, client onboarding, project management, resource planning, time and utilization, client portals, documents and approvals, billing and finance workflows, and reporting and performance.
Can we see capacity before we commit people to new work?
Yes. Resource planning helps you understand capacity and assign the right people across clients, projects, and upcoming work.
Does project activity connect to billing?
Yes. We connect project activity with billing milestones, invoicing, accounting, and financial processes.
What happens after we win a new client?
We turn signed business into structured projects, tasks, documentation, and internal handoffs—and connect the entire client lifecycle so information moves with the work and your team always knows what happens next.
Do we have to replace our specialized financial platforms?
No. When specialized financial platforms need to remain in place, we build around and connect them rather than forcing everything into one tool.
Connect the business behind your client work.
Show us how your firm operates today. We'll show you how it could work as one connected system.