Change Realm Skip to main content
PROFESSIONAL SERVICES

Spend more time
on the
work you bill for.

Client work and everything behind it in one place, so your team stays on what pays instead of chasing updates across five tools.

14-day free trial • No credit card required

MagicTask workspace showing team projects and client work Professional services team icon Client services briefcase icon Proposal sent to client notification Active client projects summary Client project document icon

Why It Matters

Keep every client project moving

Client work, operations & team coordination in one place.

Clear ownership across every project.

Easy for the whole team to get started.

The Problem

Every hour spent on admin is
an hour you can't bill.

Too many places to check

Client feedback, deadlines, and files scatter across tools, and the hours spent hunting them down never make it onto an invoice.

Work gets stuck between people

When ownership isn’t clear, small handoffs turn into delays and follow-ups that quietly push deliverables late.

No clear view of what's next

Requests pile in from every direction, so the team burns time figuring out where to focus instead of moving.

Shared project workspace showing team assignments and client delivery work

HOW YOUR TEAM WORKS

One place for client work and everything behind it

Client Projects

Deliverables, deadlines, and project work organized from kickoff to completion.

Internal Operations

The recurring processes, admin, and planning that keep the business running.

Marketing & Business Development

Proposals, outreach, campaigns, and the growth work that fills the pipeline.

Team Coordination

Assignments, shared context, and everyone aligned without digging through scattered threads.

THE PLATFORM

How the work actually gets managed

Capture work the moment it comes up

A client request, a next step off a call, a deliverable due Friday. Note it and assign it before it slips.

Creating and assigning a client project task in MagicTask
MagicTask board organizing service projects

A project for every stream of work

Every engagement gets its own space, with sections for each phase or deliverable. Nobody digs through another client's work to find their own.

Board to plan, list to execute

Board view to see an engagement move from kickoff to delivery, list view when someone just needs what's due in front of them.

MagicTask project board and task list views

THE GAME LAYER

Give the whole team a reason to keep client projects moving

Client projects move through stages. Deliverables get completed. Reviews get approved. Follow-ups get closed. MagicTask makes that progress visible and rewarding, so your team can see the project moving forward as the work gets done.

MOVE THE PROJECT
FORWARD

Tasks, follow-ups, reviews, and deliverables, all in one place.

BUILD MOMENTUM

Every completed task and project update adds to your team's progress.

REACH THE NEXT
MILESTONE

Hit a milestone, beat the boss, open the chest, and claim your reward.

THE COST

The tools that keep draining your billable hours

More of the week goes to billable work

The board stays current on its own, so the hours your team used to lose to status updates go back into client work.

One clear source of truth per client

Everyone sees the same plan for each engagement, instead of a version in email, another in Slack, and a third in someone's head.

New hires get up to speed fast

One clear space per client and visible ownership on every task means a new team member is contributing in days, not weeks.

THE COMPARISON

The tools your firm has probably tried

Asana is clean and capable, but status and approvals still leak into email and Slack once the week gets busy.

Monday looks great, but shaping it to how your firm actually runs client work means a slow crawl through templates and automations.

ClickUp does everything, which means your team spends as much time managing the tool as managing the client.

MagicTask keeps every client in one focused place, reducing tool-juggling, status chasing, and lost billable time.

Bill more hours. Chase
fewer updates.

Start Your Free Trial