Professional Services
Realization and utilization
Time captured late and billed inconsistently leaks 8-12% of revenue. Most firms accept it as the cost of doing business.
Client data fragmentation
Pitches, engagements, billing, time and matters across 4-6 systems. No single view of the client relationship.
Confidentiality and cybersecurity
Privileged information, M&A data and IP make professional firms high-value targets. Cyber insurance now demands proof.
Talent retention
Top performers leave when firms cannot show them clear growth paths, modern tools and meaningful work.
Practice + relationship CRM
CRM tailored to firms: pitches, matters, contacts, conflicts and referrals. Init.CRM extension for partner-driven firms.
Engagement to cash
Salesforce-based PSA covering staffing, time, expense, billing and revenue recognition. Real-time WIP and AR visibility.
Confidentiality grade
Identity governance, DLP, EDR, secure remote access and 24/7 SOC monitoring for firms handling privileged client data.
A regional consulting firm shrinks time-to-bill from 21 days to under 48 hours.
Salesforce PSA replaced 3 legacy tools. Realization climbed 9 points within two quarters. Inithex SOC took client-facing systems under 24/7 monitoring — a requirement for two of their largest accounts.
Operationalize the firm you want to be.
30 minutes with a senior consultant. Diagnostics, benchmarks, no pitch.