Price the work. Staff it. See every dollar of margin.
Firmly is one system for the whole engagement: quote it with real rate cards, staff it against live capacity, track time as it happens, and watch margin and utilization update in real time.
Built for consultancies, agencies, studios, and practices.
The whole engagement, one loop
From the first quote to the final invoice, the work flows through a single system instead of a dozen disconnected sheets.
- Step 1
Price
Build pricing models from your rate card — roles, levels, and a week-by-week plan. Quote fixed-fee, T&M, or retainer with the margin baked in.
- Step 2
Staff
Assign named people or open TBD roles, and see capacity before you commit. No more double-booking your best people across deals.
- Step 3
Track
Monday-anchored timesheets and multi-PM approvals flow straight into the engagement — no re-keying, no spreadsheet reconciliation.
- Step 4
See margin
Sold-vs-actual margin, burn, and utilization update as the work lands — so a slipping engagement is obvious weeks before it hurts.
Everything the firm runs on
The mature core — pricing, trackers, utilization, and timesheets — working together instead of fighting each other.
Pricing models
Rate cards, per-client rate overrides, reusable templates, and a quick what-if calculator — quote with the margin in front of you, not after the fact.
Trackers & margin
Every sold engagement becomes a live tracker: sold-vs-actual margin, change orders, plan amendments, and estimate-at-completion.
Utilization & capacity
See who's booked and who's free, by person and by discipline — forecast capacity off the plan, not a gut feel.
Timesheets & approvals
Weekly timesheets with PTO and holidays, per-project multi-PM approval, and overrun warnings — the source of truth for every tracker.
Made for firms that bill expertise
If you price work, staff it with people, and live or die by margin and utilization — Firmly is for you.
- Consultancies
- Agencies
- Law firms
- Accounting
- Architecture
- Engineering
- Design studios
- Dev shops
Run your firm on one system.
Stop stitching together spreadsheets for pricing, staffing, and time. See the whole picture in one place.