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One platform, four jobs
Find it. Win it. Deliver it. Bill it.
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Find — CP Intelligence turns a LinkedIn profile into a governed sequence
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Win — engagement pipeline, proposals, cadences, meetings
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Deliver — Project Command Center: 16 sections on one engagement
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Bill — time, expenses, rate cards, invoices and real margin
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Govern — roles, document vault, human approval on every AI proposal
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Forecast — capacity, utilization and portfolio health
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Run your entire consulting firm — not just your projects
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Your firm on one screen
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Corporate contacts and stakeholders
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The engagement pipeline
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Consultants, roles and who is available
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From a LinkedIn profile to a sendable sequence
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Controlled sending, nothing on autopilot
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The sequence report — what actually went out
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Prospects reachable only on LinkedIn
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Every engagement, health, phase and what is overdue
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One engagement, sixteen sections
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Phases and workstreams — the shape of the work
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Delivery tasks with owners, effort and dependencies
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The same work as a board
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Milestones are binary — and that is deliberate
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Risks, actions, issues, assumptions, dependencies, decisions
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A deliverable can never jump to Complete
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Waiting on the client — in writing
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AI proposes. You decide. Then it executes.
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The weekly report, built from live data
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The document vault, gated by sensitivity
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Time against real tasks, approved before it bills
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Margin, budget burn and invoices from the same numbers
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See margin slip before it slips away
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Five roles, enforced in the database
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Finishing properly
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One board for everything you owe
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Added in the latest release
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Running solo? Start here.
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Four ways to buy, four optional modules
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Ready to run your firm here?
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