XClause + HaloPSA
The short answer
Keep HaloPSA. Add XClause's contract layer.
HaloPSA is where your service desk lives: tickets, assets, time, recurring contracts, and billing all run through it, and that shouldn't change. XClause isn't another PSA asking you to migrate. It sits next to HaloPSA and handles the one thing a PSA was never built to do well: turning a managed-services engagement into a signed, MSP-grade agreement.
HaloPSA can hold a recurring-contract record and a quote, but it doesn't draft an attorney-written MSA, walk you through a statement of work built around managed units, capture a signature with an audit trail, or surface every renewal before it lapses. XClause does exactly that. Because the HaloPSA integration is live, the clients and agreements you work in XClause stay connected to the records you already keep in HaloPSA.
What XClause adds on top of HaloPSA
HaloPSA runs the service business. These are the contract-lifecycle pieces XClause brings that a PSA doesn't cover.
MSP-specific, attorney-drafted templates
Start every MSA and SOW from contract language written for managed-services work, not a blank HaloPSA quote or a generic Word file you maintain by hand. Independent MSP attorneys draft and maintain the library, and when you want a second read on a specific deal you can bring your own attorney into the contract to redline it.
Guided SOW builder with managed units
Build statements of work around the per-seat and per-endpoint managed units MSPs actually sell, so scope and pricing are explicit before anything is signed.
Built-in e-signature with an audit trail
Send for signature and capture a tamper-evident, timestamped audit trail inside XClause. No separate e-sign subscription bolted onto your HaloPSA workflow.
Invoice generation from a signed SOW
Turn a signed SOW into an invoice in XClause the moment it's executed, so what the client agreed to is exactly what gets billed.
Renewal tracking on every agreement
Set a renewal date on each signed MSA and SOW and XClause emails you before it arrives, instead of hoping a HaloPSA recurring-contract end date surfaces in time.
Client portal & onboarding
Give clients a branded portal to review, sign, and revisit their agreements, with a guided onboarding flow that runs the same way every time.
What stays connected
The XClause + HaloPSA integration is live. Here's what it does, and honestly, what it doesn't.
XClause syncs your clients and companies and your contract and agreement data with HaloPSA, so the accounts you sign agreements for and the agreements themselves stay linked across both systems. You don't re-create a client by hand, and a signed SOW in XClause doesn't drift away from the record HaloPSA holds.
To be clear about the boundary: XClause does not write invoice line-item quantities back into HaloPSA's billing; that capability isn't live today. The sync keeps clients and agreements connected; it doesn't reach into HaloPSA's billing engine to adjust what it invoices. Treat HaloPSA as the source of truth for billing and XClause as the source of truth for the agreement itself.
Integration scope changes as we ship. Check the integrations page for the current, exact details of the HaloPSA connection before you rely on a specific field syncing.
XClause + HaloPSA, answered
Add the contract layer HaloPSA is missing.
Keep your PSA. Draft, send, e-sign, invoice, and renew every MSA and SOW in XClause, connected to HaloPSA. Start today, no demo required.
Free trial • Cancel anytime • No long-term contract