Built for Consulting and Advisory Firms
Operational Intelligence
for Modern Practices
Protect and expand margin across every client engagement.
Run Your Operations
Client-Centric Case Management
Manage multiple engagements per client, around your client’s needs, not your software’s limitations.
AI Powered Process Design
Turn transcripts, notes, or emails into ready-to-run workflows, scopes, and engagement plans.
Workflow Automation
Customizable templates let you build your own operational ecosystem—standardizing milestones and tasks, automating workflows that adapt to your process, and preventing scope creep before it starts.
Protect Your Revenue
Time Tracking + Billing
Track every billable and non-billable minute, generate invoices, and prevent under billing with real-time visibility.
Billable Utilization
See exactly how much of your team’s time turns into revenue and where productivity is slipping.
Revenue Leakage Detection
Identify the silent operational gaps that are quietly draining revenue before they become expensive.
See Everything Clearly
Insights Dashboard with Deep-dive Analytics
See utilization, profitability, bottlenecks, and revenue leaks-all in one place.
User Performance
Understand who’s excelling, who’s overloaded, and where work gets stuck.
Client Profitability
Know which clients generate profit and which ones quietly cost you more than they pay.
Stop Leaking Value
Maximize every client interaction.
Become an Early Adopter
Join the movement to redefine how professionals manage their clients, work, and systems.
Early Adopter benefits:
Exclusive updates
Influence on system design
Behind-the-scenes progress
First access to the next-gen PXO platform built around your process, not your software’s limitations.