Take on more work, protect margins and keep delivery on track
Bring pipeline, delivery, resourcing and financials into one place, so you can plan capacity against upcoming work, keep projects on budget and give leadership a current view of performance across the firm.
How midsize firms operate
As firms grow, quotes, project plans, timesheets, resourcing planning 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.
Different teams, different systems
The better Magnetic way
Manage more clients, projects and people from one place
Magnetic covers the workflows that become harder to coordinate as the business grows, from pipeline and resourcing to project financials, reporting and approvals.
Match upcoming work to the people available
See what is likely to close alongside capacity for the same period, so sales and delivery can understand what the team can realistically take on.
Manage work consistently across teams
Give teams a shared structure for projects, tasks and status while giving leadership a consistent view of delivery across the firm.
Keep budgets, time and project costs connected
Track the numbers that determine margin as work progresses, with warnings when a project approaches the limits you set.
Manage capacity across the whole firm
See who has room, who is fully allocated, and where upcoming work creates a resourcing gap, across teams and roles.
Bring operational reporting into one system
Build dashboards and reports from the same project, resourcing and financial information your teams use every day.
Automate approvals across teams
Route budgets, expenses, timesheets and other approvals to the right people automatically, with rules configured around different teams and reporting lines.
👋 See how Magnetic works across your firm
See how pipeline, resourcing, project delivery, approvals and reporting can work across your teams in one platform.
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