Run your growing firm without adding more admin
Bring pipeline, projects, resourcing, time and invoicing into one system, so your team can stay on top of work, capacity and margin without relying on spreadsheets and separate tools.
A better fit for a growing firm
When a firm is small, email, spreasheets and a few separate tools can work well enough, but as more work comes in, it becomes harder to see what has been sold, who has capacity and how projects are performing. Magnetic brings those parts together without the complexity of a large enterprise system.
Emails, spreadsheets and
separate tools
Pipeline, projects, people and billing in one place
Everything a growing firm needs, run from one system
Manage new business, project delivery, team time and billing from one connected platform.
Take an opportunity from proposal to project
Track leads, proposals and expected revenue from the first conversation through to a signed project and what is likely to close
Forecast revenue with greater confidence
Magnetic applies a probability weighting to every opportunity, giving you a more realistic view of expected revenue. Filter the forecast by month, client or owner without rebuilding it in a spreadsheet.
Catch over-servicing before it costs you
See how actual time compares with scope while the work is still underway. Magnetic alerts your team when a project is approaching its budget, giving you time to adjust delivery, speak to the client or review the scope.
See where growth is coming from
Compare revenue from new clients with growth from existing accounts. Give account teams a clear view of the value they are creating and where stronger client relationships are driving more work.
Keep unbilled work visible
See the value of completed work that has not yet been invoiced, broken down by client. Track WIP across fixed-fee, percentage-complete and time-and-materials billing, so account and finance teams know what is ready to bill.
👋 Ready to bring everything into one place
Join more that 200 agencies and professional services firms using Magnetic to improve visibility, protect profitability and manage growth with greater control.
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