# Path

Advisory and project delivery

# The platform for client-driven firms

Run client work from one system.

[Get started](https://console.path.dev/signup)[Talk to us](https://path.dev/contact-sales)

![Consulting & Advisory operations](/brand-imagery/v2-professional-services.webp)

01Project tracker

02Client portal

03Time & billing

## What teams are solving

01

Project tools optimized for product teams, not client work

02

Client portals that need to be reskinned per engagement

03

Time, billing, and project status in three different tools

## One record. Every workflow.

01

### Project tracker

02

### Client portal

03

### Time & billing

04

### Reporting

05

### Knowledge base

## What you can improve

01

Pipeline, staffing, delivery, and client context connected from pursuit through closeout

02

Reusable delivery standards with room for engagement-specific work

03

Earlier visibility into capacity, risk, scope, and decisions

## Works with your stack

[01

### CRM and pipeline

Carry client and opportunity context into delivery without rekeying the record.

](https://path.dev/platform/connectors)[02

### Finance and time systems

Connect budgets, time, billing context, and delivery status.

](https://path.dev/platform/connectors)[03

### Communication

Bring alerts, approvals, and follow-up into the channels teams already use.

](https://path.dev/platform/connectors)[04

### Documents and files

Connect source documents to the records, decisions, and workflows they support.

](https://path.dev/platform/connectors)

## A few common questions

Can each practice keep its own workflow?

Yes. Share the records and controls that should be common, then tailor stages, templates, and reporting by practice.

Can clients participate?

Yes. Build client portals and approval experiences with access limited to the records each client should see.

## Also in Advisory & Project Services

[01Marketing & Ad AgenciesConnect pipeline, delivery, approvals, and margin.](https://path.dev/solutions/industries/marketing-advertising)[02Executive Search & RecruitingConnect searches, candidates, and client reporting.](https://path.dev/solutions/industries/executive-search-recruiting)[03ArchitectureConnect projects, design, and client billing.](https://path.dev/solutions/industries/architecture)[04EngineeringConnect deliverables, projects, and resources.](https://path.dev/solutions/industries/engineering)[05Accounting FirmsConnect engagements, close work, and reporting.](https://path.dev/solutions/industries/accounting-advisory)

## Build the system behind Consulting & Advisory

[Get started](https://console.path.dev/signup)[Talk to us](https://path.dev/contact-sales)

Source: https://path.dev/solutions/industries/professional-services