Global survey reveals fragmented coordination workflows have become a measurable business cost, signaling the need for more structured, AI-enabled client collaboration
Based on responses from 355 firms across 10 industries, including accounting, legal, financial services and healthcare, the study shows that professional services have learned to absorb a surprising amount of administrative burden as part of client delivery. Today, firms spend nearly 20 hours a week collecting documents and signatures, following up with clients, clarifying requests and tracking tasks. At an average billing rate of
The consequences do not stay internal. Nearly 70% of respondents said at least one out of every ten of their quarterly engagements are delayed by missing information or workflow-related issues. Yet firms still report high satisfaction with how they manage client work, even as they show strong interest in more structured platforms. This reflects a deeper market dynamic: many firms do not view client process fragmentation as a problem to solve, but as an accepted cost of doing business.
“Helping clients and providing positive client experiences is the primary goal of professional services firms. However, many firms are failing to deliver client engagement experiences that are streamlined, effective and efficient,” said
To reduce nonbillable overhead while improving client experience and internal efficiency, professional services firms need to treat coordination as part of delivery, not the work around it. That means moving client requests, document collection, task management and follow-up into a secure, structured environment. With client experience now the top priority for nearly 60% of respondents, the case for modernizing these workflows is clear. As firms look to AI to improve and scale services, the survey suggests its value will come from being embedded where client work actually happens—not bolted on as a standalone tool.
“Professional services firms are growing fast, but the way work gets coordinated hasn’t kept up. Too much still depends on disconnected email, spreadsheets and informal processes, which creates delays, margin pressure and inconsistent client experiences,” said
At the core of any client engagement is a simple loop: request the right information, organize it for the team and deliver work with confidence. Too often, that loop breaks across disconnected tools. Progress® ShareFile® software helps professional services firms reduce collaboration overhead by bringing structure to how teams request, collect, organize and deliver client information securely.
To further explore the findings from the State of Client Collaboration 2026 survey, Progress will host a webinar on
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