PSA Software for Cybersecurity Firms
Built for how cybersecurity firms actually deliver and scale
Projectworks gives cybersecurity firms real-time visibility across assessments, retainers, and incident response work. Deploy the right team fast. Track profitability across mixed billing models. Bill assessments, retainers, and T&M engagements from one connected system.
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Why Projectworks for Cybersecurity Firms?
Projectworks connects time tracking, resource planning, invoicing, and reporting in one system. Track hours across short assessments and long-term retainers. See real-time availability and certifications to deploy IR teams fast. Bill fixed-price, T&M, and retainer engagements from one platform.
Projectworks is used by over 600 professional services firms worldwide, from 20-person boutiques to firms with 200+ consultants. The platform is SOC 2 Type II compliant; the same ongoing audit standard you help your clients achieve.
Trusted by professional services firms across 56 countries, including cybersecurity, software, and technology consulting firms scaling beyond founder-led delivery.
You Sell Compliance. You Can't Run Your Own Firm on Spreadsheets.
Cybersecurity firms help clients get their operational house in order, but too many run their own business on disconnected tools and manual processes. Assessments get scoped and priced from memory. Retainer utilization goes untracked until the client asks. Incident response teams get assembled on the fly with no visibility into who's already committed. The firms that scale are the ones that bring the same operational discipline internally that they sell externally.
Real-time Engagement Intelligence for Cybersecurity Firms
Projectworks connects time tracking, resource planning, invoicing, and reporting in one live system. Your cybersecurity firm runs on real engagement data across every service line.
Track every assessment, retainer, and incident response hour.
Cybersecurity work ranges from two-day pen tests to year-long retainers. Projectworks handles all of it. Log hours by engagement type (e.g. assessment, compliance audit, incident response, managed services) with mixed billing models in one system. Fast time entry keeps up with rapid-deployment IR work without sacrificing data quality.
Client-facing time reports show retainer hours consumed. Your own compliance documentation benefits from the same audit trail — every time entry is traceable by person, date, engagement, and task.
Deploy the right team instantly — even for incident response.
See who's available right now, what certifications they hold (CISSP, CISM, OSCP, CEH), and where they're committed. When an IR engagement comes in, assemble the team from real availability data instead of calling around. Balance retainer commitments with project-based assessment work so pulling a specialist for IR doesn't leave an advisory client uncovered.
Forecast for compliance audit season peaks (annual SOC 2, PCI-DSS cycles) and plan capacity across assessment, advisory, and managed services. As your firm grows beyond founder-led delivery, resourcing visibility is what makes scaling possible.
Bill assessments, retainers, and incident response from one system.
Fixed-price assessments, T&M incident response, monthly advisory retainers — Projectworks handles every billing model in a single system. Invoicing pulls from tracked time and expenses, syncs to Xero or QuickBooks, and generates fast invoices for short-duration engagements without month-end bottlenecks.
Retainer usage tracking shows hours consumed and remaining. Overage billing is built into the workflow. Client-facing reports keep advisory relationships transparent.
Track profitability across assessments, retainers, and IR.
High engagement volume makes per-engagement profitability hard to track manually. Projectworks shows it live by service line, by client, by consultant. Revenue mix reporting shows the health of your assessment, advisory, and managed services streams. Utilization by consultant and certification type helps you plan where to hire next.
Custom dashboards serve firm leaders and delivery managers with the views they need. Forecasting for compliance season peaks helps you staff up before demand hits.
Trusted by professional services firms worldwide
Integrations That Connect Your Cybersecurity Firm's Operational Workflow
Projectworks integrates with the CRM, accounting, and project tools cybersecurity firms rely on. Connect your pipeline in HubSpot or Salesforce to resource planning and revenue forecasting. Sync invoicing to Xero or QuickBooks. Track delivery alongside financial data in one connected workflow. Key integrations include Xero, QuickBooks, HubSpot, Salesforce, Jira, and BambooHR.
From an Outdated Operating Model to Controlled, Profitable Delivery
With an outdated operating model, delivery becomes reactive. Projectworks replaces this reactive model with a real-time project intelligence designed specifically for cybersecurity firms.
- Assessments scoped and priced from memory, not past engagement data
- Retainer utilization untracked until the client asks
- IR teams assembled on the fly with no visibility into existing commitments
- Mixed billing models managed in separate workflows or spreadsheets
- Firm leaders can't see revenue mix or per-engagement profitability
- Growth beyond the founders adds complexity without operational visibility
- Scope and price engagements from connected resourcing and cost data
- Retainer usage tracked and reported to clients automatically
- Deploy IR teams from real-time availability and certification data
- Fixed-price, T&M, and retainer billing handled in one connected system
- Revenue mix and per-engagement profitability visible by service line
- Growth stays controlled as the firm scales beyond founder-led delivery
Does this sound like something you need? Schedule a demo today.
Resources for Cybersecurity Firm Leaders
