Is Asana good for managing client work at a professional services firm?
Yes, Asana works well for law, accounting and consulting firms, provided the workspace is organised around teams with a client field on every task rather than one project per client. One-project-per-client setups break down as the client list grows, because nobody can see workload or status across clients in one view.
In detail
Most professional services firms start in Asana by creating a project for each client. It feels natural, and it works with ten clients. With forty it becomes impossible to answer basic questions: what is overdue across all clients, who is overloaded, and which matters have stalled.
A structure that scales
- A small number of projects by team or type of work, such as delivery, admin and recurring monthly obligations
- A required client field on every task, so any view can be filtered or grouped by client
- Standard sections and custom fields across projects, so reports compare like with like
- Automation rules that sync status, flag overdue work and escalate stuck tasks to team leads
- A portfolio grouping the projects, so leadership sees health and status in one place
How AX Legal did it
AX Legal had 41 client projects. TekConnected rebuilt the workspace as three team-based projects (Legal Delivery, Admin Delivery and Recurring Monthly Tasks), configured eight custom fields for client tracking and workflow, and implemented ten automation rules. Weekly reviews went from manual information gathering to dashboard-driven status updates, and every new task now triggers an assignment notification so nothing sits unassigned.
Budgeting note
Portfolios and portfolio workload require Asana's Advanced plan, published at $24.99 per user per month billed annually or $30.49 billed monthly. Teams that price the rollout off the Starter plan at $10.99 often find the reporting they wanted sits a tier up. Most Asana implementations land between $8,000 and $25,000.
Related case study
Rebuilt a fragmented 41-project Asana environment into a unified three-project operations platform with automated task routing, cross-client reporting, and management dashboards for a corporate law firm serving 40+ international clients.