EOS for Professional Services Firms
Deliver great client work and build a better business at the same time.
Consulting firms, law firms, accounting practices, and agencies face a fundamental tension: great client delivery can consume every resource, leaving no bandwidth to work on the business. Taskspace brings EOS discipline to professional services without adding administrative overhead.
The challenges professional services firms face
Sound familiar? EOS solves all of these.
Partners and senior staff fully consumed by client work
Business development goals that stall when client work heats up
No visibility into team utilization and capacity
Quarterly strategic goals that get deferred quarter after quarter
Managing multiple client engagements with no shared accountability layer
How professional services firms use Taskspace
Real workflows for Professional services firms from boutique consultancies to mid-size agencies.
EOD reports for billable and non-billable visibility
Know what your team accomplished each day — not just for billing, but for internal business goals. EOD reports give you client delivery accountability and business development visibility in one place.
Rocks for the business you are building, not just the clients you serve
Set quarterly rocks for the strategic priorities that will grow your firm — new service lines, operational improvements, talent development — and hold leadership accountable to them weekly.
L10 meetings that separate issues from noise
Stop letting client escalations hijack your leadership meetings. The L10 format gives your partners a consistent weekly cadence that surfaces the real business issues and solves them.
Accountability charts for multi-partner firms
Clarify who owns client delivery, business development, operations, and people across your partnership structure — without a political reorganization.
Features built for your operation
Everything you need to run EOS effectively as a professional services firm.
EOD reports for client and business work visibility
Rocks aligned to firm growth priorities, not just client work
Accountability charts for partnership structures
L10 meeting facilitation with issue resolution
Scorecard for tracking utilization, BD pipeline, and team health
Ready to run your professional services firm on EOS?
Taskspace is free for up to 3 team members. No credit card required. Get your team running EOS in under an hour.
Free forever plan — 14-day trial on paid plans — Cancel anytime