For partnersFor consulting firms, coaches, and PE operating teams.Are you a client?

Automate and collect · A firm that scales

Stop chasing forms, follow-ups, and hand-offs.

Forms, surveys, workflows, links, and notifications do the repeat work, so your team’s time goes into change that drives value. Answers land in the engagement they belong to, not in someone’s inbox.

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  • Intake and survey answers arrive already filed.
  • The follow-ups your team repeats on every engagement run themselves.
  • You see who opened what, and when.
What’s included

What you can do.

  • Forms and surveys

    Intake, feedback, and survey answers land straight in the engagement they belong to.

  • Workflows

    Automate the follow-ups and hand-offs your team repeats on every engagement.

  • Links

    Share tracked links to forms, articles, and booking pages, and see who opened them.

  • Notifications

    Hear when a client acts, a form comes in, or a task is due, without chasing email.

Related

Works alongside.

Win and manage clients

Keep every client, contact, and deal in the same place as the work.

Keep clients, contacts, and deals next to the work.

Learn moreBuild your firm’s IP

Write your method down once. Deliver it the same way every time.

Package your method so it scales past your best people.

Learn moreRun the business

See the whole firm on one screen, and decide with data.

The data to make great decisions about your own firm.

Learn more
Every number is explainableNo black box. The cutoff and the reasoning behind every score are visible, and you can argue with them.
Your people data stays yoursClient data is never fed into outside AI models or training sets.
Managers stay in chargeAI drafts and assists. People make the calls about people.
How we handle trust
DeterminALI

See it on a demo engagement.

Book a demoBecome a partner

A 30-minute walkthrough of a demo engagement, from the firm side and the client side.