Take on more work, protect margins and keep delivery on track
As your firm takes on more clients, and larger teams, there is more to coordinate across sales, delivery, resourcing and finance. Magnetic brings it into one connected platform, helping you plan capacity earlier, keep projects on budget and give leadership a clear view of performance across the firm.
How mid-sized firms operate
As firms grow, quotes, project plans, timesheets, resourcing and reporting often end up spread across different systems. Keeping everything aligned takes more time and makes it harder to stay on top of what is happening across the business. Magnetic brings these areas together in one place, so teams can work from the same information.
Spread across email, spreadsheets and inboxes
The better Magnetic way
Manage more clients, projects and people from one place
As the volume of work increases, Magnetic gives each team the tools they need while keeping pipeline resourcing, delivery and financials in the same system.
Match upcoming work to the people available
See what is likely to close and whether the team can take it one in one view, instead of forecasting sales and resourcing separately.
Manage work consistently across every team
Keep project, tasks and status together, while giving leadership a consistent way to see how work is progressing across the firm.
Keep project budgets, costs and time connected
Track the numbers that shape margin as work progresses, with warnings when project spend moves beyond the limits you set.
Manage capacity across the whole firm
See who has room, who is fully allocated, and where schedules overlap, so resourcing decisions are based on actual availability.
Bring operational reporting into one system
Build dashboards and reports from the same project, resourcing, and financial data your teams use every day.
Automate approvals across teams
Route budgets, expenses to the right approvers automatically, with rules that can be configured around how different teams work.
👋 Take on more work and keep projects profitable
Join more that 200 agencies and professional services firms using Magnetic to manage capacity, track project performance and stay on top of profitability as the business grows.
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