Rocketlane

Rocketlane is a professional services automation (PSA) platform built around structured client delivery. It sits in a niche between project management tools and dedicated client portals — closer to Kantata or Certinia than to something like Clinked or ShareFile. The core promise is unifying internal delivery operations (resource planning, time tracking, financials) with a client-facing portal, all within a single system.

Client Portal Features

Every plan includes a branded customer portal where clients log in via magic link (no password needed), view project progress, complete assigned tasks, approve deliverables, and collaborate with your team. The portal is presentation-aware — clients see a curated view rather than a raw project board. Built-in CSAT surveys trigger at project milestones, and mobile access is included across all tiers.

The portal experience is tightly coupled to the internal project. When a task is completed internally or a phase milestone is hit, the client view updates automatically. Customers receive actionable email notifications rather than just alerts, which reduces the back-and-forth that often stalls onboarding.

Project and Resource Management

Rocketlane's project management layer is sophisticated. Teams get Gantt, list, and Kanban views, sprint planning, project baselines, and annotations. The SmartFill feature auto-populates project plans from CRM data, past projects, and SOW documents — reducing the manual work of spinning up a new engagement.

Resource management goes deeper than most onboarding tools: capacity planning, skills matrices, utilization tracking, soft allocations for tentative work, and an AI-assisted resourcing layer (called Nitro) that surfaces staffing recommendations based on availability and project context.

Financial Management

Finance features scale with plan tier. Budget tracking and estimated vs. actuals are available broadly; rate cards, billing schedules, revenue recognition, invoicing, and multi-currency support appear at higher tiers. Rocketlane positions this as replacing disconnected finance systems — delivery teams can see real-time margins as work progresses rather than waiting for month-end reconciliation.

Automations and AI

The Nitro AI layer runs across the platform. It monitors project timelines, flags risks (scope creep, blockers, escalation signals), and mines client interactions across calls, emails, and chat to surface opportunities. It also auto-generates SOWs and project documents using data pulled from connected systems. Automation run limits vary by plan: 50 runs/user/month on Essentials, 200 on Standard, 500 on Premium, unlimited on Enterprise.

Integrations and Compliance

Native integrations include HubSpot, Salesforce, Jira, Slack, Zapier, and Workato. Snowflake is available on Enterprise. Salesforce automation (triggering project creation from CRM events) is limited to 3 automations on Standard, unlimited on Premium and above.

Rocketlane holds SOC 2 Type II certification and complies with GDPR and the EU-US Privacy Shield. SAML SSO and custom email domains are available on upper tiers.

Pricing

Rocketlane publishes four named tiers — Essentials, Standard, Premium, and Enterprise — but does not list per-seat prices publicly. All plans include the core customer portal. Key gates: resource AI and capacity management require Standard or above; financial features like rate cards and revenue recognition require Premium; full Salesforce automation and Snowflake integration are Enterprise-only.

A 14-day free trial is available. No free tier exists.

Who It's For

Rocketlane fits B2B SaaS implementation teams and professional services firms that need the client portal tied directly to delivery operations — not just a shared workspace. If you need resource utilization reporting, margin visibility, and governance automation alongside the client-facing experience, it's a credible all-in-one option. Teams that just need a simple portal for file sharing and task sign-off will find it over-engineered and likely over-priced for their needs.