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Utilisation, billing and client communication all read from the same work - but usually live in three systems that disagree.
Time, billing and project status held in separate tools
Client status enquiries answered manually by the delivery team
Document versions circulating by email with no source of truth
Revenue recognition assembled by hand at month end
Authenticated status, documents and approvals connected to live project data.
One record of work that time, invoicing and reporting all read from.
Versioned documents with review, approval and an audit trail.
Defined metrics computed once, so two reports cannot disagree.
Utilisation, billing and client communication all read from the same work. The modules that matter are the ones that stop time leaking between them.
Most late payment in professional services is an invoice that was filed and forgotten, on both sides. The money arrives when somebody asks - and asking is the job that slides down the list.
Utilisation by consultant, WIP by client, aged debt by partner - built once and emailed every Monday, read with each partner's own access rights.
Professional indemnity certificates, practising certificates and right-to-work documents expire quietly. This tells you a month before a client asks for a copy.
“Which clients have unbilled time older than sixty days?” answered in plain language, with each person seeing only their own clients.
Every one of these is on the Odoo Apps Store and installs on its own. Nothing here requires the others, and the order is an opinion rather than a dependency. See the whole catalogue.