Odoo for Consulting and Professional Services Firms
Odoo for professional services firms connects client onboarding, projects, timesheets, retainers, invoicing and accounting in one system. Every billable hour flows from the timesheet to the invoice, and partners see utilization and profitability per client.
Reldanor implements Odoo for accounting firms, law firms, agencies, recruiters, audit firms and IT consultancies across the United States.
Consulting businesses we support
How Odoo is typically used in each consulting segment.
Accounting Firm
Accounting firms use Odoo to manage many client companies, recurring engagements and deadlines. Documents are collected through the client portal, work is tracked in Project and Timesheets, and fixed-fee or hourly engagements are invoiced automatically.
Odoo Partner Firms
Firms that implement software themselves run on the same tools they sell: CRM for the pipeline, Project and Timesheets for delivery, Helpdesk for support tickets and Subscriptions for recurring support plans.
Marketing Agency
Agencies manage campaigns as projects, log time per task and bill monthly retainers through Subscriptions. Email Marketing, Social Marketing and Marketing Automation can also be offered from the same platform.
Law Firm
Law firms use Odoo for matter management with Project, time capture with Timesheets, document storage and e-signature, and invoicing by matter. Client trust accounting rules are state-specific, so Reldanor reviews them with your accountant before setup.
Talent Acquisition
Recruiting and staffing firms manage job openings and candidates with Odoo Recruitment, track client placements in CRM, and invoice placement fees or hours worked from Accounting.
Audit & Certification
Audit and certification bodies plan on-site audits with Field Service or Planning, use checklists and worksheets to record findings, and issue reports and certificates stored in Documents.
Typical challenges
Consulting and professional services firms usually contact us when these problems start to slow growth.
Unbilled hours
Time is logged late or in a separate tool, so billable hours are missed on invoices.
No view of project profit
Budgets, hours and invoices are not connected, so margin per client is unknown until year-end.
Manual retainer billing
Monthly fees and retainers are invoiced by hand, with frequent errors and delays.
Scattered client documents
Engagement letters and files are spread across email and shared drives.
Which Odoo apps are used
Only the apps you need are implemented, and more can be added later.
Project
Engagements and matters with tasks, deadlines and budgets.
Timesheets
Time capture from web, mobile or timer, linked to projects and tasks.
Sales and Subscriptions
Quotes, fixed fees and recurring retainers.
Accounting
Invoicing from timesheets, collections and profitability by client.
Documents and Sign
Client files, engagement letters and e-signatures.
CRM and Helpdesk
New business pipeline and client support requests.
Example workflow in Odoo
Proposal
A quote with fixed fee, hourly or retainer lines is sent and signed online.
Engagement setup
The signed quote creates the project, tasks and budget automatically.
Delivery
Team members log time against tasks from the browser or mobile app.
Billing
Invoices are generated from approved timesheets or retainer schedules.
Review
Partners review utilization, realization and profitability per client.
Integrations and limitations
Odoo covers the operational and financial side of a services firm. Specialized needs such as legal docketing, court e-filing or tax preparation software stay in dedicated tools, and Reldanor connects them where an integration is available.
Frequently asked questions
Can Odoo bill clients from timesheets?
Yes. Approved timesheet entries can be invoiced directly, either at hourly rates or against a fixed-fee or retainer budget.
Is Odoo suitable for law firms?
Yes for matters, time capture, documents and billing. Trust accounting and docketing requirements should be reviewed before go-live because they depend on your state and practice area.
Can Odoo handle monthly retainers?
Yes. Odoo Subscriptions invoices retainers automatically and can track hours used against the retainer.
Can our clients upload documents?
Yes. Clients can access a secure portal to upload documents, view invoices and sign agreements.
Ready to connect your business to grow?
Schedule a 30-minute discovery call with our senior ERP consultants. We’ll assess your current software stack and deliver an actionable Odoo roadmap.
Book a Strategy Call
Every project is scoped individually. Pick a time that suits you, or send us your requirements for a quote.
Book a Free Odoo ConsultationRequest a Quote