Deliver Better Client Work. Without Delivery Chaos.
24+ years helping Consulting, Legal, Accounting, Architecture, Engineering, and Technology services firms manage complex client work across teams and engagements.
Trusted by Marketing, Operations, PMO, and Client Management teams at Professional Services Firms Worldwide
Manage Work in One Simple Place
Projects
Requests
Approvals
Collaboration
Resources
Everything You Need to Keep Client Work & Internal Operations Moving
From intake and planning to delivery, approvals, time tracking, and reporting, Workzone gives Professional Services teams a single place to manage complex client work and coordinate internally without adding complexity.
See active projects, deadlines, owners, priorities, and budgets in one place. Give delivery teams visibility into their own work while leadership sees progress across clients and engagements.
See capacity across consultants, account teams, strategists, creatives, and delivery staff. Spot overloaded resources before new work creates delivery risk.
Share project status, collect feedback, and streamline approvals without endless email threads.
Keep Client Services, Operations, Finance, PMO, Marketing, and delivery teams working from the same project plan.
Use reusable templates for onboarding, engagements, recurring services, reporting cycles, and other repeatable work while adapting each project to the client.
Route deliverables through internal and client review with clear ownership and sign-off, with built-in proofing and approvals, and without long email chains or fragmented feedback.
Use dashboards and automated reports to show project health, workload, utilization, deadlines, and risk across clients and engagements.
Connect Workzone with the tools your teams already use while keeping project execution, accountability, and visibility centralized. Be it collaboration tools like Slack, Teams, SharePoint, or back-office systems like Quickbooks.
Get US-based coaching and training from real humans (not chatbots), or jump on Zoom within 10 minutes with someone who knows your business.
Turn Better Operations Into
Better Firm Economics
Scale Your Firm Without Operational Debt
Add clients, projects, teams, and complexity without a fragile system of spreadsheets, disconnected tools, and tribal knowledge.
Deliver More Work With the Team You Have
Standardized workflows, clearer ownership, and fewer manual follow-ups so your team spends more time producing client work and less time managing processes.
Give Clients a Better Experience
Make it easy for clients to know what's happening, provide feedback, and approve work without digging through email chains or asking your account team for another update.
Turn Work Around Faster
Move projects from intake through production and approval with fewer handoffs, fewer status checks, and less time waiting for feedback.
Protect Agency Margins
Know where time is going, compare actual effort against budgets, and catch overruns before profitable work turns into unprofitable work.
Support Scalability With Faster Onboarding And Training
Bring new team members up to speed quickly with built-in documentation, repeatable workflows, and unlimited training support.
Real ROI for a 70-Person Professional Services Firm
65
Total of
team members
05
Total of
managers
$70k
Average salary of team member
$100k
Average salary of manager
$100
Average billing rate
25
Average of billable members
Time & Cost Savings from Eliminating Manual Efforts
| Time Savings by Team Members per year (hours) | 4,893 | |
| Time Savings by Managers per year (hours) | 863 | |
| Total Time Savings per year at an organizational level (hours) | 5,846 | |
| Cost Savings by Team Members per year | $189,583 | |
| Cost Savings by Managers per year | $46,875 | |
| Total Cost Savings per year at an organizational level | $236,458 | |
Other Cost Savings
| Cost Savings from eliminating redundant tools | $7,000 | |
| Cost Savings from preventing overstaffing | $252,500 | |
| Total Cost Savings per year at an organization Level | $259,500 | |
Impact ROI
| Total Time Savings per year at an organizational level (hours) | 5,846 | |
| Total Cost Savings per year at an organization level | $495,958 | |
| Potential Revenue Increase from increased billings | $874,000 | |
| Total Dollar Impact | $1,369,958 | |
| Workzone Investment | $33,600 | |
| Return On Investment (ROI) | 39.8 | |
Real Humans to Drive Adoption
Access unlimited training at no cost, get on a Zoom call with our support team in under 10 mins, get 1-1 PM coaching, go-live in 3 weeks—humans, not robots.
23+ Years of Helping Professional Services Firms Operate More Efficiently
“We have been using this software for about three years now and cannot imagine life without it. The best thing is the ease of use. For software that's so robust, it's quite intuitive.”
Rachel Farrell
“It’s a great return on your investment - if you’re on the fence, don’t hesitate, jump! It will help you build the communication of your team and streamline your entire company. We meet with our CSM quarterly; there have been several things we’ve requested as new features and they’ve taken them into consideration and implemented many of them.”
Penney Moore
"Great product, but most importantly, the ease it is to work with the Workzone team. They are a partner that listens to their customers and addresses their needs."
Sarah Jones
"Workzone is really easy to use. It's great for collaboration and our review and routing process. I like that I can send it to multiple reviewers and get their feedback or approval all in one spot."
Gail Dixon
Adoption is Everything
Choosing the right professional services project management software is only half the equation—making it stick is what drives lasting results. Workzone’s Success Team partners with your firm to drive true adoption and long-term change. We help your team navigate process reengineering, ensure a smooth transition, and embed best practices that scale.
Ready To See Workzone In Action?
Simple project management software with real people ready to help you get started.
