Professional Services

HR that scales
with your firm

Expense management, performance reviews, multi-office org structure, and recruitment — built for consultancies, agencies, and professional services firms.

Sound familiar? The HR challenges professional services firms face as they grow.

01

Expenses across clients and projects

Consultants bill expenses to different clients. You need category tracking, multi-step approvals, and export for invoicing — not just a basic claims form.

02

Performance reviews happen once a year (if at all)

Annual reviews feel like box-ticking. Goals set in January are forgotten by March. Continuous feedback doesn't happen because there's no system for it.

03

Multi-office structure is hard to model

Teams span offices, regions, and practice areas. Policies differ by location. The org chart is a matrix, not a tree.

04

Hiring is slow and disconnected

Roles are posted on job boards, CVs arrive by email, interview feedback lives in people's heads. There's no pipeline, no tracking, no consistency.

Built for the way firms actually run. CPD evidence tallied automatically. Matrix-org rollups from firm to fee-earner.

Priya Shah · Associate · ACA
Live
0.0/ 20h
ICAEW CPD · 20.0h remaining

Annual requirement auto-tallied from every activity logged.

Recent activity

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01

CPD hours, tallied as you go

Every webinar, seminar, and course attended is logged against the right fee-earner — and the right professional body. The annual requirement tallies itself; evidence is filed ready for revalidation.

Billable utilisation · Q2
Live
firm

· Firm target

Hamilton Fox LLP

68%
-4pp
practice

· Practice area

Corporate Advisory

71%
-4pp
team

· London · 8 fee-earners

M&A Team

76%
-2pp
individual

· Associate · Year 3

Priya Shah

82%
+2pp
Every level sees how the layer below is performing — partners see practice, practice sees teams, teams see each fee-earner.

02

Firm → practice → team → fee-earner

Model the firm as a tree, not a spreadsheet — regions, practices, teams, fee-earners. Utilisation, goals, and policies cascade down the tree. Partners see practice, practice sees teams, teams see their people.

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