Firmbee

Open one dashboard and move from idea to invoice without switching tools. In Firmbee, kick off a project with a ready-made template or build your own stages and statuses to match how your team actually works. Map the plan on a timeline to spot dependencies, drop tasks onto a Kanban board for daily flow, and mark key checkpoints so progress is obvious at a glance. Add owners, due dates, and priorities, then save the setup as a template for the next initiative. Collect inputs from teammates or stakeholders as ideas, convert the best into tasks, and keep the whole portfolio aligned with strategic goals using a top-level view.

Running sprints or shipping features? Break requirements into actionable tickets, size the work, and assign people based on availability. Capture bugs as issues, link them to tasks, and track statuses through your custom pipeline. Log hours directly on items as you work; expenses can be added with receipts and tags for later reporting. The AI assistant helps draft release notes, summarize standups, and prep stakeholder updates from your board activity. Use dashboards to see burn-down, capacity, and percent complete so you can rebalance the plan before deadlines slip.

Client services teams can manage delivery and billing in one place. Create a budget per project, set hourly rates or fixed fees, and keep an eye on actuals vs. plan as time and costs roll in. When the job is done—or at set intervals—generate an invoice from approved timesheets and expenses. Choose currency and tax rules, apply discounts if needed, and send the invoice directly to the client email from Firmbee. Store briefs, assets, contracts, and approvals with the project, and share selected folders externally so clients can review files without chasing links. Reconcile payments and keep an audit trail for every account.

Hiring and operations also benefit from the same workspace. Build a recruitment pipeline with stages from sourcing to offer, attach resumes and feedback, and coordinate interviews without leaving the platform. Set recurring tasks for onboarding, renewals, or monthly checklists to keep compliance on track. Use resource planning to balance workloads across teams and forecast costs across the entire portfolio. Create a lightweight knowledge hub with documents, policies, and project artifacts so remote teammates have what they need. To get started fast, create your workspace, import your current spreadsheets and docs, invite the team, set rates and tax profiles, and customize a few templates—then let automations handle the repetitive work while you focus on delivery.