# Which PSA tools work for consulting or professional services firms outside of IT, like marketing agencies or legal service businesses?

<p class="elv-tracking-normal elv-text-default elv-font-figtree elv-text-base elv-leading-base elv-font-normal" elv="true">A lot of PSA coverage is very IT and MSP flavored, so I wanted a roundup for the non-IT side: agencies, creative shops, consultancies and similar professional-services firms. I filtered <a class="a a--md" elv="true" href="https://www.g2.com/categories/professional-services-automation">professional services automation</a> reviews to the marketing and advertising world to see what actually fits that way of working. The three that stood out most were Screendragon, Productive and Scoro, but here's the fuller list.</p><ul>
<li>
<a class="a a--md" elv="true" href="https://www.g2.com/products/screendragon/reviews"><strong>Screendragon</strong></a> is described by agency and marketing-ops reviewers as strong on configurable workflows, approvals, resource planning and budget tracking, and it adapts to existing processes rather than forcing a template.</li>
<li>
<a class="a a--md" elv="true" href="https://www.g2.com/products/productive/reviews"><strong>Productive</strong></a> gets called an agency's source of truth for profitability, with budgeting tied to invoicing, resource planning and reporting that reviewers set up quickly.</li>
<li>
<a class="a a--md" elv="true" href="https://www.g2.com/products/scoro/reviews"><strong>Scoro</strong></a> brings quote-to-cash, time tracking and margin dashboards together, and marketing reviewers like the Xero and Expensify sync keeping finances aligned.</li>
<li>
<a class="a a--md" elv="true" href="https://www.g2.com/products/workamajig-workamajig/reviews"><strong>Workamajig</strong></a> is purpose-built for creative agencies with project management, built-in accounting, proofing and CRM in one, though reviewers find it click-heavy and note adoption can be a challenge.</li>
<li>
<a class="a a--md" elv="true" href="https://www.g2.com/products/function-point/reviews"><strong>Function Point</strong></a> targets smaller creative agencies with project management, QuickBooks integration and reporting, with reviewers praising straightforward time and billing while wanting a smoother estimating and CRM flow.</li>
</ul><p class="elv-tracking-normal elv-text-default elv-font-figtree elv-text-base elv-leading-base elv-font-normal" elv="true">For agency and consulting folks here, which of these fit the way client work, retainers and creative approvals actually run? And has anyone in legal services found a PSA that fits, or do you end up on practice-specific software instead?</p>

##### Post Metadata
- Posted at: 3 months ago
- Net upvotes: 1


## Comments
### Comment 1

&lt;p&gt;For agencies, Productive and Screendragon feel closest to how retainers, approvals, and client work actually run. Legal feels like a different case though — I’d expect practice-specific software to fit better once matter management, trust accounting, or legal billing enters the picture.&lt;/p&gt;

##### Comment Metadata
- Posted at: 15 days ago
- Author title: Marketer



### Comment 2

&lt;p&gt;&lt;span style=&quot;color: rgb(0, 0, 0);&quot;&gt;Productive has been our agency&#39;s main hub for two years now. The profitability view by client is the thing we actually use to decide whether to pitch project work or push clients toward retainers. Nothing else we tried gave us that read without pulling numbers out manually.&lt;/span&gt;&lt;/p&gt;

##### Comment Metadata
- Posted at: 16 days ago
- Author title: Tech Consultant



### Comment 3

&lt;p&gt;On the legal side, I&#39;ve heard from a few people that most PSA tools don&#39;t handle the billing complexity well, particularly time rounding rules and trust accounting. The teams that make it work tend to pair a general PSA with practice-specific billing software rather than expecting one tool to do both.&lt;/p&gt;

##### Comment Metadata
- Posted at: 16 days ago
- Author title: Writer



### Comment 4

Workamajig is purpose-built for agencies but that click-heavy reputation is earned. Powerful once you know it, rough getting there.

##### Comment Metadata
- Posted at: 2 months ago
- Author title: SEO Content Specialist





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