PSA Software for Legal, Finance & Corporate Services

Troi supports legal service providers, finance advisory teams, corporate service units, and compliance or governance departments in coordinating client work, responsibilities, documentation, and effort tracking in one shared system. Budgets, timelines, mandates, and deliverables remain transparent across all active cases and engagements.

80% Budget clarity at a glance
60% less manual work
40% more planning accuracy

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Troi approval request screen showing invoice details, supplier information, project assignment and an attached document with approve and decline buttons for controlled financial approval workflows.

For Structured Case Work and Accountable Service Delivery

Legal, finance, and corporate service operations often require clear responsibilities, documentation, approvals, and traceable effort allocation.

Troi connects planning, resource coordination, time tracking, and reporting in a unified platform.

This ensures that work remains structured, compliant, and transparent from initial request to final delivery.

AI driven task effort prediction and project scheduling in Troi PSA showing calculated hours per service item and automatic allocation of project tasks across the timeline for accurate planning, workload control, and profitable project execution

From complexity to clarity

Let’s Talk About Your Goals

Every business works differently and that’s exactly why Troi adapts to you. Tell us about your needs and we’ll show how PSA can support your projects, resources and finances.

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Why Troi is Ideal for Legal and Corporate Service Organizations

Troi provides a unified data foundation that is essential for compliance, ensuring that all client activities, financial records, and deliverables are fully traceable and perpetually aligned across the entire service lifecycle.

Plan and coordinate client engagements or internal service requests
Manage roles, access rights, and confidentiality requirements
Track effort and time directly at case or task level
Maintain cost and budget transparency across service processes
Document decisions and ensure audit-ready traceability

Workflow diagram showing connected modules for documents, user profiles, team management, and performance analytics, linked by a blue process line with supporting icons for calculations, approvals, and data flow.

Key Organizations for Structured Advisory and Service Work

Troi is specifically designed to support the strict requirements of organizations responsible for structured advisory and service work, where clear accountability, precise effort tracking, and stringent compliance standards are essential.

Law firms and legal departments
Finance advisory teams
Compliance and governance units
Corporate service centers and central functions
Risk, audit, and internal control teams
ESG, sustainability, and reporting coordination teams

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Be the first to hear about new features, product improvements and upcoming webinars. Our newsletter keeps you informed about everything that helps you work smarter with your PSA platform.

Typical Use Cases in Legal & Corporate Service Environments

Legal and corporate service work relies on clarity, structure, and traceability. Troi provides a shared workflow foundation that supports secure and responsible collaboration.

Case and Mandate Coordination

Organize all client requests, critical deadlines, and team responsibilities within one shared, centralized workspace, ensuring every active mandate progresses predictably and transparently.

Time Tracking Aligned with Advisory Work

Record detailed service effort and time consumption directly where the work is performed, providing clear, auditable allocation per case, client engagement, or specific service item.

Cost and Budget Transparency

Continuously monitor and compare planned effort and financial budgets against actual time and cost expenditures in real time, enabling accurate internal reporting and meticulous cost control.

Resource and Capacity Planning

Coordinate specialized workloads and team capacity across internal departments and subject-matter expert roles, preventing overload and ensuring optimal utilization of highly skilled resources.

Document and Decision Traceability

Securely store all critical documents, necessary approvals, and decision notes directly in context with the related case, guaranteeing full audit readiness and immediate retrievability.

Collaboration Across Internal and External Stakeholders

Define access levels and assign permissions clearly to all internal teams, clients, and external counsel, maintaining strict confidentiality and controlling information flow precisely where required.

How Troi Supports Reliable and Compliant Service Processes

Organize

Shared system for cases, resources, and documentation
Clear responsibilities and defined access rules
Consistent data across teams and departments
Transparent planning and progress tracking

Optimize

Reduced administrative effort with integrated workflows
Faster decisions with real-time reports
Fewer tool breaks and duplicated data
Shorter coordination cycles

Scale

Scalable structure for multiple service teams and locations
Reliable capacity and workload planning
Cost transparency for strategic and operational planning
Stable foundation for governance and compliance requirements

Troi PSA for Legal, Finance & Corporate Services – FAQs

Is Troi suitable for confidential and regulated environments?

Yes. Roles and permissions ensure controlled access to sensitive data.

Can effort be tracked at case or engagement level?

Yes. Time can be recorded directly at case, task, or service item level.

How does Troi support documentation requirements?

Documents and approvals are stored in context, ensuring audit-ready traceability.

Can external counsel or partners be included in workflows?

Can external counsel or partners be included in workflows?

Does Troi integrate with enterprise systems?

Yes. Troi integrates with systems such as Microsoft 365, HubSpot, Personio, Asana, Jira, and others.

Our Features for Complete Project Control

The Troi PSA platform connects all key functions you need for smooth project management, from time tracking and task planning to controlling and reporting. Each module builds on the same data foundation, ensuring that every figure, approval, and report reflects your real project performance.

Resource Planning

Troi team resource view showing available time of 85 hours and workload percentages for digital team members

Go To Resource Planning

Time Tracking

Go To Time Tracking

Task Management

Project timeline showing task bars for concept work, landing page design and user testing with allocated hours across calendar weeks

Go To Task Management

Reporting & Controlling

Weekly time tracking chart showing daily working hours and project time with a tooltip displaying 8 hours working time and 4 hours project time

Go To Reporting & Controlling

Digital Document Capture

Invoice approval panel showing invoice numbers, totals, and a Send for Approval action with selected approver.

Go To Digital Document Capture

Budgeting & Estimation

Service list with quantities and an AI estimate tooltip adding two point five hours to planned effort

Go To Budgeting & Estimation

Trusted by Leading Consultancies, Agencies and Creative Businesses

“What’s great is that we were able to fully tailor Troi to our specific needs. With Troi, we’ve developed and established standards that support us in our daily work — allowing us to focus entirely on what really matters: our core business.”

Stefan Mauerer, Martin et Karczinski

“With Troi, we were not only able to redefine our project controlling to capture key metrics more efficiently — we also significantly increased the speed at which projects are processed through a standardized project and approval workflow.”

Rainer Chabrie, BBDO

“In our business, smooth coordination is key. Troi has helped us digitalize and optimize our workflows, ensuring seamless project management — from the initial project brief to the final delivery of our productions.”

Ralf Vockel, Vogelsänger Studios

Go To Our Case Studies