Checklist: Essential Features for Firm Management Software

Evaluating firm management software is easier when you know exactly what to look for. This checklist outlines the essential features that architecture and engineering firms need to manage projects, finances, and people effectively as they grow. Use it to assess whether a platform truly supports your workflows, identify gaps that create inefficiency, and avoid costly compromises. Download the checklist to bring structure to your evaluation process and ensure you’re comparing software based on what actually matters to your firm.