The operating platform for a consulting startup.
An early-stage expert-network consulting firm needed engagement, expert and client management in one place instead of spreadsheets and email threads. We built their operations platform end to end — expert matching, engagement tracking, and billing workflows.
Spreadsheets + email threads as the operating system
Purpose-built platform: expert matching, engagement tracking, billing
One system of record from day one
The platform is in production with the client — a sanitized live demo is on the way.
What the system actually does.
Expert matching
The right expert for each engagement, surfaced from the network instead of hunted through inboxes.
Engagement tracking
Every engagement's status, participants and milestones in one live view.
Billing workflows
From engagement to invoice without re-keying — the billing trail lives with the work.
Client management
Clients, contacts and history in the same system as the work itself.
Put a system like this to work.
Tell us the workflow you'd never trust to a chatbot — we'll show you the agent that runs it.