Manage Projects, People,
and Profits in One Place.
Procxo connects all the work your team does with the money your firm makes. Manage your deadlines, assignments, and budgets in one clear workspace.
Measurable ROI based on Customer Data
Links team effort directly to project milestones and approved budgets. Procxo provides real-time visibility into capacity and budget consumption, driving better resource allocation and higher project margins.
Plan with Profit in Mind.
Procxo ensures that every task performed is perfectly aligned with contracts, legal scope, and billable targets.
Total Delivery Control
Manage projects with full control—Procxo centralizes timelines, deliverables, and milestones into one trackable workflow.
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Break projects into trackable phases
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Link tasks to milestones and contracts
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Track status, progress, and timelines in real time
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Align execution with billing models

Real-Time Capacity Intelligence.
Turn tracked hours into insights—Procxo links time to projects for real-time visibility on capacity and budgets.
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See who’s overloaded and who’s available in real time.
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Log hours on tasks without switching tools
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Compare actual hours vs. estimates
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Maximize billable use without burnout

Unified Project Truth.
Keep your organization aligned—Procxo centralizes projects, documents, and client data into one source of truth.
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Store files, notes, and updates securely
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Keep delivery and finance in sync
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Give instant visibility into project progress
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Centralize client context, no scattered emails

Multi-Level Project Health.
Track project health at every level with role-based dashboards, automated approvals, and instant budget alerts.
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Tailor dashboards by role and hierarchy
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Automate multi-level approvals for tasks and timesheets
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Get alerts as projects near budget limits
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Track revenue vs. costs to protect margins

Deep capabilities for Engagement Leads.
Give your team total control over project scope, client budgets, and billable alignment
Financial Header Visibility
The 'Cash' view is brought directly into the project interface, showing real-time Outstanding, Overdue, and Paid balances.
Collaborative Evidence Trail
Treat project coordination as an audit trail. All notes and attachments are stored in-context to prevent billing disputes.
Granular Micro-Actions
Instantly convert tasks to subtasks, assign tags, and reassign ownership in bulk as project scope evolves.
Engagement Dimensions
Categorize and track your firm's work by specific legal matters, audit types, or distinct consulting branches.
Conflict Checks & Setup
Enforce strict onboarding workflows including legal scope definitions, conflict checks, and digital signatures.
Triple-Layered Billing
Run Fixed, Time-Based, and Task-Based billing models simultaneously within the same specific client engagement.
Built for the operational realities of your firm.
Procxo enforces the specific governance, billing rigor, and compliance requirements of specialized professional services.
Legal Firms
Matter-Centric Governance
Manage complex litigation and advisory matters securely with strict onboarding workflows.
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Conflict Checking: Ensure ethical clearance within the project setup wizard.
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Flexible billing: Bill partner review by the hour while charging a flat fee for document drafting.
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Secure Collaboration: Maintain an unbroken, context-rich audit trail of notes and documents for every case.
Consulting
Engagement Profitability
Keep advisory engagements perfectly aligned with the agreed SOW.
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Effort Burn Insight: Correlate hours logged directly against milestone completion targets.
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Engagement Dimensions: Categorize project records by specific consulting branches or audit types.
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Phase-Based Governance: Convert broad advisory phases into granular, assignable sub-tasks instantly.
IT Services
Development Sprint Alignment
Provide clear visibility into technical delivery and resource availability.
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Micro-Action Agility: Instantly convert high-level tasks into granular subtasks as sprint scope changes.
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Financial Header: Keep project managers aware of outstanding cash flow before committing more resources.
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Sprint-Linked Invoicing: Automatically generate invoice drafts the moment a development sprint is marked complete.
Creative Agencies
Unified Deliverable Tracking
Keep deliverables, feedback, and billing centralized.
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Evidence Trail: Attach client feedback directly to tasks to prevent 'out-of-scope' billing disputes.
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Document Hub: Store and review creative assets directly in the project workspace.
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Flexible Fee Structures: Manage monthly retainers alongside ad-hoc hourly design tasks in one project.
Independent Practices
A Complete Command Center
Remove the friction between task managers and accounting software.
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Single Source of Truth: Your project timeline seamlessly syncs with your timesheets and invoices.
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Total Traceability: Prove the value of every hour logged with contract-to-project linkage.
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Margin Protection: Get automated alerts if you're spending too many hours on a fixed-fee client.
Seamless Integrations With Your Existing Stocks
Sync data via native integrations for project management tools, calendars,
accounting software, and many other solutions.
Procxo links your team’s logged hours directly to project budgets and milestones in real time. It continuously compares your actual effort burn against the initial estimates defined in your Statement of Work (SOW). If a fixed-fee or retainer engagement begins trending toward a budget overrun, the system triggers predictive alerts. This foresight allows project managers to adjust resources or initiate change orders before margins slip.
Yes. Procxo turns tracked time into actionable delivery intelligence. Our live capacity planning grids show exactly who is overloaded, who is available, and who is at risk of burnout. This allows operations leaders to allocate resources efficiently across the entire portfolio, ensuring that project demands are met without compromising team health or billable utilization targets.
Procxo acts as a unified command center, hard linking every project phase and granular sub-task directly to specific client contracts and milestone billing cycles. When a project phase or deliverable is marked as complete by the delivery team, it automatically aligns with your invoicing workflow. This guarantees 100% billable alignment and ensures no completed work goes unbilled.
Yes. Procxo eliminates data silos by centralizing all project timelines, documents, task assignments, and client context into one secure hub. With dynamic Kanban and milestone views, delivery teams, finance departments, and practice leaders all operate from a single source of truth. This unified visibility ensures total cross-team alignment during complex, long-term engagements.
Yes. Procxo provides multi-level, role-based dashboards configured to your employee hierarchy. Executives and partners receive high-level metrics on portfolio health and margin visibility. Meanwhile, project managers get granular, tactical views into daily task progress, sprint alignment, and milestone completion.
Stop leaving billable hours on the table.
Join leading professional service firms that have reduced administrative overhead by 40%.
Let's map out your firm's perfect project management workflow today.