Industries / Professional & Financial Services
We connect your practice management, billing, and CRM data to give partners a single view of utilization, realization, profitability, and pipeline.
Connect practice management + billing + CRM. Utilization, realization rate, revenue per partner, client profitability. All in one view.
$30K-$50K fixed feeUnified client view across all touchpoints. Cross-sell identification, at-risk client detection, relationship scoring.
$40K-$75K fixed feeAutomated compliance data aggregation, audit-ready reporting, exception flagging. Built for firms that answer to regulators.
$50K-$100K fixed feeFrom Pain to Outcome
Utilization and profitability scattered across three systems.
Conformed into one governed firm-performance model.
Realization, profitability, and client-churn scoring.
Same-day close, no finance ticket required.
The AI Imperative
Document intelligence reads contracts and engagement letters in seconds. Generative AI drafts the first passes your team used to bill hours for. Firms clinging to manual, spreadsheet-bound reporting are quietly losing margin to those that are not.
Extract terms, dates, and risk from contracts automatically.
Spot at-risk relationships before they walk.
First-draft memos, proposals, and summaries in minutes.
ML forecasting instead of partner guesswork.
Data Sovereignty
Financial services firms cannot send data to cloud AI endpoints. Our Local LLM tools for SSMS and VS Code let your team use AI assistance without any data leaving the building.