Rocketlane — Project Management

Rocketlane is an all-in-one Professional Services Automation (PSA) platform designed for modern, client-obsessed delivery teams. It replaces the chaos of spreadsheets, disjointed chat tools, and separate invoicing systems with a single source of truth for projects, people, profits, and customer experience.

What it does

Rocketlane combines project management, client communication, time tracking, invoicing, and resource management into one intelligent workspace. Its AI agents (Nitro) automate repetitive tasks, generate project plans from customer context, and govern processes without manual oversight. The client portal provides real-time visibility, approvals, and CSAT tracking. Integrates with Slack, HubSpot, QuickBooks, Jira, Salesforce, and more.

Who it is for

Best for agencies managing client onboarding and delivery, consulting firms tracking milestones and billing, and professional services teams needing client-facing portals. It is not designed for internal IT project management or non-billable teams—its strength lies in revenue-responsible, client-centric delivery.

Real use cases

Automate onboarding workflows for new clients, create bespoke project plans from SOWs and emails, track time against projects and generate invoices automatically, and provide clients with a branded portal for updates and approvals. Use AI agents to escalate overdue tasks, enforce governance, and predict project profitability.

• AI Agents (Nitro) — AI teammates that execute frontline work, govern processes, and learn from project data to automate delivery.
• Project timelines — Gantt-style view with milestones, dependencies, and smart templates for consistency.
• Client portal — Branded external portal for real-time updates, file sharing, approvals, and CSAT surveys.
• Time tracking — Log hours against tasks and projects with calendar integration and automated timesheets.
• Invoicing & billing — Generate invoices from tracked time and expenses, with flexible billing options and revenue recognition.
• Resource management — Assign team members, track capacity, auto-allocation, and utilization reporting.
• Automations — Custom automations for approvals, nudges, escalations, and follow-ups—up to 500 runs/user/month on Premium plan.

Rocketlane pricing: from $19/team member/month (billed annually). Billing model: Subscription.

Essential — $19/team member/month (billed annually, min. 5 members)

Includes: unlimited projects and customer members, branded customer portal, project updates, Gantt/list/Kanban views, templates (project, document, email, form), file management, time tracking with timesheets and approvals, custom automations (50 runs/user/month), CSAT reports, collaboration tools, mobile app, Zapier integration.

Standard — $49/team member/month (billed annually, min. 5 members)

All Essential features, plus: SmartFill, sprint planning, dynamic templates, forms, calendar integration for timesheets, custom automations (200 runs/user/month), project and people performance reports, partner portal, HubSpot, Jira, Slack integrations, custom domains, API.

Premium — $69/team member/month (billed annually, min. 5 members)

All Standard features, plus: key events/intervals, time-off management, custom automations (500 runs/user/month), budgeted hours alerts, resource AI planning, auto-allocation, capacity management, utilization tracking, project budgeting, flexible billing, rate cards, margins & profitability, revenue recognition, invoicing, expense management, profitability reports, portfolio reports, Interval IQ reports, Salesforce and Workato integrations, custom email domain.

Enterprise: Tailored for large enterprises—contact sales for custom pricing.

All plans include a free trial. Annual billing required for displayed prices.

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