At a glance
- Clients and contacts with contact restrictions
- Engagement letters and statements of work
- Time recorded against each engagement
- Billing from approved time or fixed fees
- Documents on any record, with full history
- Sensitive fields hidden or masked
- A policy library with read-and-acknowledge
- Certifications and continuing education
- A client portal for documents and invoices
- Retention rules and legal holds
A practice needs more than a timesheet
Practices are often run on a time-and-billing tool, a document store, an email inbox and a spreadsheet for continuing education. That works until a partner asks which engagements are over budget, a client asks for a document again, or an auditor asks who read the updated policy.
Perspectiv brings these together on the client record, with roles, permissions and an audit log so the right people see the right things.
How Perspectiv fits a practice
Clients and engagements
Record each client, their contacts and how each person may be contacted. Keep engagement letters and statements of work on the client, with renewal reminders for recurring work.
Time and billing
Professionals record time against the engagement; managers approve it, and approved time flows to invoicing at the agreed rates or as a fixed fee.
Documents and confidentiality
Attach documents to any record, keep a full history of every change, mask sensitive fields and apply retention rules and legal holds.
Policies and learning
Publish policies to the right people and collect acknowledgements and signatures. Track certifications and continuing education with renewal dates.
Where it lives in Perspectiv
Labels show what opens first in the private beta (Q2 2027), what is being built now, and what is on the roadmap.
- CRMBeta Q2 2027
Accounts, contacts, leads and opportunities, with every activity on the client’s timeline and opportunity forecasting.
- Contracts (framework)Coming soon
One contracts framework for client, supplier, employee and event agreements, with renewals and e-signature.
- Time & expenseComing soon
Timesheets, timers and expenses against the work, approved and ready to invoice.
- SalesPlanned
Quotes, services estimates, sales orders, client agreements, invoices to clients and payment tracking.
- Workflow & automation (Admin)Coming soon
Workflow definitions, approval routing, automation rules and escalations.
- Identity & access (Admin)Beta Q2 2027
Users, roles, security groups, legal entity security, single sign-on and access auditing.
- HRMSPlanned
Onboarding and offboarding, compensation and benefits, leave, policy acknowledgments and HR workflows.
- Learning managementAlpha Q1 2027
Courses, learning assignments, compliance training, certifications and renewals.
- Portals and sites (framework)Planned
One portal framework: clients, suppliers, employees and guests each get their own front door.
- Knowledge hubBeta Q2 2027
Internal, intranet, client and public documentation, with public and restricted published sites.
Questions
Can we restrict who sees sensitive client information?
Yes. Roles, permissions, access by part of the organization and masked fields control who sees what, and a security audit log records it.
Can staff acknowledge policies in Perspectiv?
Yes. Planned policy acknowledgments in HRMS send policies to the right audience and record reading, acknowledgments and signatures, with reminders.
Do you support retention rules?
Yes. Documents and history in the framework include retention rules and legal holds.
When can we start?
The private beta opens in Q2 2027 with Knowledge hub (intranet and published documentation) and CRM, with the framework underneath. Projects and Finance join as they are ready.