Odoo ERP for Professional Services Firms
Common Problems for Professional Services Firms
O2B Technologies implements Odoo ERP for US firms that bill for time and expertise: law firms, accounting and tax firms, engineering and architecture firms, and marketing and creative agencies. Odoo captures every billable hour, bills it correctly, and shows it in your profit reports.
How Odoo Solves Them
US professional services firms bill for time and expertise, and their operations run on clients, matters or projects, people and fees. When timesheets, projects and billing live in different tools, hours are missed, invoices go out late, and nobody can say which client or matter is profitable. Odoo replaces those disconnected tools with one connected system for clients, projects, people and finances.
This page is for any expert-services firm that bills for time and knowledge. It is different from our Consulting page, which covers consulting firms only; our IT Services page, which centers on tickets, SLAs and hardware; and our Financial Services page, which covers regulated client firms.
| Problem service firms have | How Odoo solves it |
|---|---|
| Billable hours get lost or logged late | Timesheets on every task, matter or project, with mobile and timer entry |
| Billing is slow and full of manual fixes | Invoices built from approved timesheets and expenses, by matter or project |
| Different fee types (hourly, fixed fee, retainer, milestone) are hard to manage | Fee rules per client or project, plus retainer tracking |
| Hard to see which clients or projects make money | Profit per client, matter and project (hours, cost, revenue) |
| Staff are overbooked or sitting idle | Resource planning by person, skill and week |
| Client and contact records are messy | CRM with clients, contacts, relationships and history in one place |
| Several offices or partner firms keep separate books | Multi-company accounting with combined reports |
Who We Work With
Law firms
Matter-centric work, billable time capture and fee types built for legal billing.
Accounting and tax firms
Client records, seasonal workloads, billable time and recurring fees in one system.
Engineering and architecture firms
Project phases, resource planning and milestone-based billing for every engagement.
Marketing and creative agencies
Retainers, project work, timesheets and profitability per client and campaign.
Odoo for Agencies
Agencies run on client deliverables, billable hours, and recurring retainers. Rather than relying on a separate "agency module," Odoo connects the core apps agencies use every day into one seamless operational hub:
Project
Deliver client campaigns, track deliverables with Kanban stages, and manage dependencies without dropping deadlines.
Timesheets
Log billable hours effortlessly on tasks via mobile or desktop timers to prevent revenue leakage.
Sales and Invoicing
Manage monthly client retainers, milestone billings, and pass-through expenses with automated invoice generation.
CRM
Track agency pitches, inbound RFPs, contract proposals, and win rates in a visual sales pipeline.
Planning
Schedule creative staff and account managers across campaigns to optimize team utilization and avoid burnout.
Agency Use Cases
- Marketing Agencies: Manage multi-channel campaigns, track client retainers, and measure real-time ROI across accounts.
- Creative Agencies: Coordinate design production cycles, route assets for revision approvals, and track art director hours.
- Advertising Agencies: Oversee media buying budgets, client ad spend approvals, and creative flight schedules.
- Digital Agencies: Deliver custom web, software, and SEO engagements with milestone sprints and developer timesheets.
Client Results
Matter-centric billing for a law firm
One matter-driven system to manage client engagements from intake to invoice.
Billable time tracking for a mid-sized law firm
Billable time across many clients and matters now captured accurately in Odoo.
Automated fee types for a growing legal firm
Billing across many fee categories automated in Odoo for speed and transparency.
Operational control for a multi-firm partnership
Streamlined processes and stronger oversight across a multi-firm partnership.
Why Service Firms Work With O2B
O2B Technologies implements Odoo for US firms that bill for time and expertise. We have simplified matter-centric billing for a law firm, made billable time tracking accurate for a mid-sized law firm, automated fee types for a growing legal firm, and brought operational control to a multi-firm partnership.
On the integration side, we connect the tools service firms already use, so the system fits the way your firm works:
- Microsoft 365 / Outlook and Google Workspace (email and calendar)
- Payments: Stripe, ACH
- Phone: Twilio, Spoke
- E-signature: Odoo Sign
- Data moved from QuickBooks or another system
You get one system for clients, projects, timesheets and billing, implemented by a team that has done it for firms like yours.
O2B Technologies has a solution available for every Industry, addressing the specific needs and challenges faced by businesses within those sectors.
Professional Services ERP FAQs
Find answers to common questions about Odoo for professional services firms