Run Professional Services Client Relationships and Projects in One Place
Professional services firms manage project bids, stakeholder relationships, and timesheets. Relecca brings all these together so you never lose context on a client or project.
Target Use Cases
Relecca solves operational issues specific to Professional Services workflows:
Project Opportunity Tracking
Advance bids from qualification to signed engagement in a visual pipeline.
Client Communication Logs
Keep emails, meetings, and notes directly on client and project records.
Timesheets for Billing
Log hours against clients and tasks, and export them to Excel for your billing process.
Clients and Projects in the Same System
Professional services firms manage a relationship and a body of work at once. Keeping them apart means reconstructing the client every time a new engagement begins.
- Client organizations with their contacts and full history.
- Engagements tracked as opportunities against the account.
- Documents, proposals and agreements attached to the client.
- Ownership visible so every client has an internal lead.
Scoping From Evidence
Fixed-fee work is priced on an assumption about effort. Logging time against clients and tasks replaces that assumption with a record you can scope the next engagement from.
- Hours recorded against the client, the engagement and the task.
- Duration, date, user and description on each entry.
- Effort per client visible before a renewal or new proposal.
- A queryable history you can export for billing.
Delivery Coordination
Once work is won, the risk shifts to delivery: deadlines, approvals and the handoffs between them. Tasks attached to the client keep that visible next to the commercial relationship.
- Tasks with owners and due dates.
- Subtask checklists for multi-step deliverables.
- Shared calendar events for client meetings and reviews.
- Activity history recording what was agreed and when.
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Thursday, August 27, 2026