Why is effective client communication important in professional services?

Effective client communication is important because it sets and manages expectations, builds trust, prevents misunderstandings, facilitates feedback and collaboration, reduces scope creep, improves client satisfaction, identifies and resolves issues early, and supports future business.

What are some common challenges in client communication?

Common challenges include scattered information across different channels, manual data collection for updates, difficulty tracking whether clients have received or reviewed information, lack of a centralized feedback loop, inconsistent communication processes between project managers, and manual documentation of key communications.

What are some pro tips for improving client communication?

Pro tips include defining communication expectations upfront, providing proactive and consistent updates, tailoring communication to the client’s role and preference, using a centralized platform for communication, being transparent about challenges and risks, confirming understanding and next steps, providing easy access to project information, actively listening and soliciting feedback, and documenting key communications and decisions.

How does PSA software enhance client communication?

PSA software enhances client communication by providing a centralized project hub, integrating project data for reporting, offering customizable client reporting, including a dedicated client portal, streamlining feedback mechanisms, providing automated notifications, integrating change request management, and logging communication to maintain an audit trail.

Can PSA software help tailor client reports?

Yes, PSA software like Birdview PSA helps tailor client reports by offering customizable report templates and dashboards that can include specific project metrics, financial data, visuals, and varying levels of detail based on client preferences.

Does Birdview PSA offer a client portal for communication and reporting?

Yes, Birdview PSA offers a secure client portal where project teams can share project plans, progress updates, documents, and reports. Clients can access this information 24/7, which enhances transparency and access to information.

How can PSA software help manage client feedback?

PSA software can help manage client feedback by offering tools within the platform or client portal for clients to submit comments. Feedback can be linked to specific project elements, centralizing client input and making it visible to the project team.

Why is documenting client communication important?

Documenting client communication is important because it maintains a clear record of discussions, logs decisions made, tracks approvals received, serves as a valuable reference, provides an audit trail, is useful for resolving disputes, and helps ensure compliance.

How can a client portal improve transparency?

A client portal improves transparency by providing clients with secure, real-time access to relevant project information, including project plans, progress updates, documents, and reports, allowing them to see the latest status whenever needed.

What types of information can be shared with clients through a PSA client portal?

Types of information that can be shared include project plans (Gantt charts), task lists, progress updates, budget status reports, time usage summaries, key documents and deliverables, and change request statuses.

Birdview PSA blog

Blog posts on professional services automation, project management, and resource allocation.

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Discover 9 pro tips on how to improve client communication for professional services firms

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Latest News

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Birdview PSA customization & maintenance policy

We are introducing a new policy for managing customizations and their long-term upkeep.

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Birdview featured in Capterra’s Shortlist for Kanban Tools Software in 2025

We’re proud to share that Birdview has been recognized in the 2025 Capterra Shortlist for ...

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Take control of project costs with the new Expense approval feature

Define approval workflows, assign approvers, and ensure that expenses don’t proceed without the necessary oversight. ...

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Birdview PSA blog

Professional Services Resource Management - Ultimate Guide

Guide to project monitoring and control phase of project management

5 common resource allocation problems and how to solve them

8 biggest challenges facing the Professional Services organizations in 2025

Improve client communication in professional services: 9 pro tips

Streamline PSA client reporting: 5 steps to keep clients happy

How to manage PTO and availability in PSA software for accurate resource scheduling

Gain financial clarity with PSA reports for executives and managers

Resource management plan – How to create resource plan in PSA that fits your practices

Ready to adopt PSA software? Start with these 9 best practices

Top 5 client onboarding software: Key features, pros & cons, and best use cases

An efficient resource request and allocation workflow for client projects

Scaling your service business: How PSA software fuels growth and efficiency

Latest News

Birdview PSA customization & maintenance policy

Birdview featured in Capterra’s Shortlist for Kanban Tools Software in 2025

Take control of project costs with the new Expense approval feature