Client Portals That Connect Projects, Billing, and Relationships on NetSuite
Professional services firms lose visibility when project data, expenses, and billing live in separate systems. Spherical BRM gives your clients a branded portal to track projects, review invoices, and collaborate — all connected to NetSuite financials.
The challenges you face
Poor project visibility causes budget overruns
Manual tools like spreadsheets and fragmented IT systems wall off project data from financial information, making it difficult to track project status, costs, and resource utilization in real time.
Billing complexity across three tracks
Time, expenses, and milestones create three intertwined billing tracks within client relationships. This complexity makes project billing error-prone, slow, and difficult to reconcile.
Cash flow unpredictability
Variable project timelines, lengthy billing cycles, billing arrears, and aging accounts receivable make cash flow management a constant struggle for services firms.
Data silos between project and finance
When project data lives in a project management system and expenses in a financial application, firms struggle to match client activities and expenses for accurate monthly billing.
How Spherical BRM helps
Client-facing portals with project dashboards, milestone tracking, and deliverable access
Time-and-billing visibility so clients can review hours, approve invoices, and make payments online
Document collaboration portals for sharing SOWs, contracts, and project artifacts securely
Employee portals for internal teams with approval workflows and resource management tools
Everything connected to NetSuite financials — no manual data reconciliation between systems
Key use cases
Client Project Portal
Give clients real-time visibility into project milestones, deliverables, and budget status — all from NetSuite data.
Invoice & Payment Self-Service
Let clients review detailed invoices, track payment history, and make payments without back-and-forth emails.
Document Collaboration
Share SOWs, contracts, reports, and project artifacts through a branded, secure portal experience.
Employee Time & Expense Portal
Provide internal teams with streamlined time entry, expense submission, and approval workflows.
Ready to transform your professional services portal experience?
See how Spherical BRM can help your business create better NetSuite experiences for every stakeholder.
