The reliable spine
The reliable spine is deterministic: the connected records, the realization and write-off arithmetic, the rate-earned-versus-standard calculations, and the always-current dashboard build over them.
Professional Services (CA, Law, Consulting)
Live realization and engagement-profit dashboards
Realization, the gap between the rate the firm thinks it earns and what it actually collects per hour, is rarely tracked until the year closes; the same is true of which engagements bleed margin and which clients are chronically written down. The firm flies blind between closes, and "are we making money on this client" is an argument, not a number.
Who has it
CA, accounting and tax firms have it as the signature need, in realization by partner, client and service line; advisory and consulting firms in engagement profitability and utilisation; company-secretary and compliance practices in per-entity engagement economics.
What we build
Always-current dashboards over the connected layer: rate earned vs standard rate by engagement, client, service line and partner; engagement profitability; WIP and write-off ageing; and utilisation. So the firm sees which work is chronically written down and can fix the scoping, staffing or fee before the next quarter, not after.
What is automated, where AI helps, who signs off
Automation for the routine. A person on every decision that matters.
Where AI helps
AI is limited to reading the firm's own data to surface patterns in the figures, such as which engagements and clients are chronically written down; it never owns the number, the approval, the promise or the decision.
Who signs off
A named person signs off anything touching money, a customer promise, a regulated filing, a payment, a price, a credit decision or a people decision.
What changes day to day
The managing partner runs the quarter off live realization and profit numbers instead of last year's ghost; below-floor engagements and chronically-written-down clients become visible while there is still time to act.
Illustrative outcome
Realization on a chronically-written-down practice improved by a few points, evidenced from the firm's own record. (Scope this as the firm's own private leak view, not a partner-ranking exercise, because realization data is politically charged.)
Illustrative; final numbers come from your own data.
Path to the build
How this one gets built.
Book a free 60-minute call, then a free Blueprint on the firm's own records. Deep-dive and build, followed by run and govern so the workflow keeps paying back.
Related builds
What tends to pair with this one.
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