01
Advisory and project delivery
The platform for client-driven firms
Run client work from one system.
01Project tracker
02Client portal
03Time & billing
What teams are solving
01
Project tools optimized for product teams, not client work
02
Client portals that need to be reskinned per engagement
03
Time, billing, and project status in three different tools
One record. Every workflow.
02
Client portal
03
Time & billing
04
Reporting
05
Knowledge base
What you can improve
Pipeline, staffing, delivery, and client context connected from pursuit through closeout
Reusable delivery standards with room for engagement-specific work
Earlier visibility into capacity, risk, scope, and decisions
Works with your stack
01
CRM and pipeline
Carry client and opportunity context into delivery without rekeying the record.
02Finance and time systems
Connect budgets, time, billing context, and delivery status.
03Communication
Bring alerts, approvals, and follow-up into the channels teams already use.
04Documents and files
Connect source documents to the records, decisions, and workflows they support.
A few common questions
Can each practice keep its own workflow?
Yes. Share the records and controls that should be common, then tailor stages, templates, and reporting by practice.
Can clients participate?
Yes. Build client portals and approval experiences with access limited to the records each client should see.
Also in Advisory & Project Services
01Marketing & Ad AgenciesConnect pipeline, delivery, approvals, and margin.02Executive Search & RecruitingConnect searches, candidates, and client reporting.03ArchitectureConnect projects, design, and client billing.04EngineeringConnect deliverables, projects, and resources.05Accounting FirmsConnect engagements, close work, and reporting.