Professional Services

Professional services workflow software that keeps delivery on track

Q: What is professional services workflow software?

It's a system that helps services teams standardize, automate, and track the delivery of client-facing work.

Q: How does Process Street support services delivery?

We turn delivery playbooks into workflows that enforce every task, deadline, and approval.

Q: Can it support multiple clients and projects?

Yes. Create templates once and run them across as many engagements as needed with clear tracking and ownership.

Q: Does it help enforce SLAs?

Yes. Use workflows to track SLAs, escalate risks, and document compliance step by step.

Q: Can we integrate it with our current tools?

Yes. Process Street connects with Salesforce, HubSpot, Slack, Microsoft 365, and more.

Q: How fast can we go live?

Most teams launch in days using prebuilt templates and guided setup.

Standardize onboarding, automate service delivery, and enforce compliance with Process Street. The professional services workflow software built for consistency and control.

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Process Street Professional Services Workflow Software

Trusted by more than 3000 companies

What's your biggest services delivery challenge?

Run structured workflows to guide client onboarding, task management, and project delivery with clarity.

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Professional services teams don't just need process. They need execution that scales. Whether you're onboarding clients, running projects, or delivering recurring services, success depends on repeatable, reliable workflows.

Process Street is professional services workflow software that helps you standardize delivery, track every task, and scale without compromising quality.

Run client onboarding with precision

Guide new clients through intake, documentation, and handoffs using structured workflows.

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Track project delivery in real time

Assign tasks, set deadlines, and monitor status across multiple engagements from one dashboard.

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Tie SOPs to work execution

Ensure teams follow delivery playbooks by connecting SOPs directly to task-based workflows.

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Collect client docs and approvals

Use forms and file uploads to gather assets, feedback, or sign-offs as part of your workflow.

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Meet Cora,
your delivery enforcement engine

Cora tracks execution, flags delays, and helps optimize service workflows so nothing gets missed.

Builds and refines delivery workflows Use AI to build and improve templates for client work
Tracks project progress in real time Know exactly where each task, approval, or handoff stands
Flags gaps before they impact delivery Identify missed steps or risks before they delay the client
Recommends improvements Use workflow data to scale what works and improve what doesn't

With Cora, delivery becomes repeatable, measurable, and dependable.

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Automate internal and client-facing tasks

Trigger workflows, reminders, or follow-ups for both delivery teams and external stakeholders.

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Automate internal and client-facing tasks

Enforce SLAs and contractual obligations

Ensure critical deliverables are tracked, documented, and completed on time.

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Support cross-functional collaboration

Coordinate work between operations, finance, legal, and delivery teams with shared checklists.

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Maintain audit and compliance logs

Track time-stamped execution for each task, review, and approval ready for client review or audit.

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Professional services teams use Process Street's workflow software to scale delivery and reduce operational risk:

Client onboarding

Standardize the kickoff process with intake forms, welcome tasks, and team assignments.

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Project execution

Assign roles, track progress, and manage deliverables with repeatable project workflows.

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SOP enforcement

Tie service procedures directly to live tasks that ensure consistent execution.

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Time-sensitive deliverables

Track SLAs, compliance deadlines, and critical client timelines automatically.

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Knowledge transfer and handoffs

Coordinate transitions between pre-sales, delivery, and support teams with shared workflows.

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Service quality audits

Capture and track internal QA steps to ensure quality before client delivery.

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Frequently asked questions

Can't find the answer you need? Contact our support team.

What is professional services workflow software?

How does Process Street support services delivery?

Can it support multiple clients and projects?

Does it help enforce SLAs?

Can we integrate it with our current tools?

How fast can we go live?

Trusted by 3000+ Companies

From consulting firms to managed service providers, Process Street powers professional services workflow software that delivers results clients can trust.

Data protection & security

ISO27001 compliance

Process Street is ISO 27001 certified, confirming compliance with global standards and a strong commitment to protecting customer data through audited, continuously monitored security controls.

Data protection & security

SOC 2 Type II compliance

Process Street has passed a SOC 2 Type II audit, confirming that it meets various criteria for safeguarding customer data. An independent external auditor has verified the effectiveness of the controls implemented by Process Street.

Healthcare information privacy

HIPAA compliance

HIPAA, a federal law, safeguards patient health information. Process Street's robust security measures include the option for a Business Associate Agreement upon request, ensuring HIPAA compliance.

Data protection & security

AWS CIS compliance

The CIS AWS Foundations Benchmark provides security best practices for AWS environments. Process Street's compliance ensures a secure cloud infrastructure by following established guidelines for configuration and monitoring.

EU Data protection & privacy

GDPR compliance

The General Data Protection Regulation (GDPR) is an EU law designed to protect the privacy of individuals and businesses in the EU economic area. It establishes rules for how personal data is collected and handled. Read our GDPR statement

Data protection & privacy

CCPA compliance

The California Consumer Privacy Act (CCPA) gives California residents more control over their personal data, including rights to access, delete, and opt out of data sales. Process Street ensures compliance through transparent practices.

Security & privacy

Artificial intelligence

Your data is never used to train AI models. Any data read or created by a workflow is exclusive to that particular workflow instance and cannot be accessed otherwise, even from within the same organization.

Data sovereignty & infrastructure

Data residency & private cloud

Choose where your data is stored with support for US, UK, Canada, EU, and UAE regions. Customers can also opt for private cloud deployment in their own VPC for maximum control and security.