monday.com for professional services firms
Consultancies, law firms, recruiters, and agencies — our largest segment, with over 100 delivered clients. We structure engagement delivery, time, and resourcing so partners see margin, not just activity.
Professional Services teams that run on our work
BearingPoint
Shoosmiths
Birketts
Foot Anstey
Verisure
Kindred Group
Netigate
Management Events
4c Strategies
ABL Group
Adara Planning
Addtech Nordic
Adepto Partners
Aktivbo
Alive.dk
Allen Recruitment Consulting
Amini Law Firm
ASC
The problems we hear in every Professional Services discovery call
Utilization is invisible
Billability and utilization only become visible when the month closes — too late to act on either.
Unknown engagement margins
Nobody knows which engagements are actually profitable, so pricing runs on tradition instead of data.
Delivery depends on who you get
Every partner or team runs delivery their own way. Quality varies, and knowledge leaves with the person.
Common builds in Professional Services
Engagement delivery boards from templates, so every project starts with the same structure
Time reporting tied to clients and engagements, exported to invoicing
Resource planning across consultants, with utilization dashboards
Sales pipeline for new engagements, connected to delivery on won deals
Recruitment pipelines for staffing and recruitment firms
Every build here is a proven starting point drawn from real implementations, not a fixed template. We tailor the structure, automations, and integrations to how your team actually works.
Runs on these solutions