For partnersFor consulting firms, coaches, and PE operating teams.Are you a client?
Run the business · Data to make great decisionsSee the whole firm on one screen, and decide with data.
Dashboards, search, time, and reports that tell you how the firm is doing, drawn from the same records your team already works in. The data to make great decisions about your own business.
- Pipeline, delivery, and workload in one view.
- Time sits next to value, engagement by engagement.
- Anything in the firm is one search away.
What you can do.
Firm dashboard
Every engagement, deal, and deadline on one screen when you sign in.
Search everything
Find any client, document, note, or engagement from one search box.
Reports
Answer questions about pipeline, delivery, and workload without building a spreadsheet.
Time tracking
Log time against engagements as you work, so effort and value sit side by side.
Firm settings
Profile, security, integrations, and notification wording, set in one place.
Works alongside.
A real leadership question in. One checkable next move out.
Answer high-stakes people calls with a move you can defend.
Learn moreWin and manage clientsKeep every client, contact, and deal in the same place as the work.
Keep clients, contacts, and deals next to the work.
Learn moreWork with your data and AITurn client data into great decisions, without losing control of it.
Turn client data into great decisions, under your control.
Learn moreSee it on a demo engagement.
A 30-minute walkthrough of a demo engagement, from the firm side and the client side.