Deliver Client Work On Time, Every Time
Track client deliverables, project milestones, and team performance. Perfect for consulting, legal, real estate, accounting, and professional service firms.
Professional Services Challenges
Client Deliverables Slip
Proposals, reports, contracts miss deadlines. No clear ownership or progress tracking. Clients frustrated.
Project Status Unknown
Partners ask "Where are we?" No central view of all client engagements and milestones.
Quality Control Issues
Work product errors, client complaints, rework. No process to catch issues before they reach clients.
Team Utilization Unclear
Some team members overloaded, others underutilized. Can't balance workload effectively.
Professional Services Use Cases
Consulting Firms: Project & Deliverable Tracking
Monitor client engagements, track deliverable milestones (proposals, presentations, reports). Measure on-time delivery and client satisfaction.
Real Estate: Transaction & Compliance Management
Track listings, offers, inspections, closing deadlines. Monitor regulatory compliance and document requirements.
Law Firms: Case Management & Deadlines
Track filing deadlines, discovery milestones, client communications. Monitor billable hours and case status.
Accounting Practices: Tax Season & Client Deliverables
Track tax return deadlines, audit schedules, client deliverables. Monitor team capacity and extension requests.
Marketing Agencies: Campaign Delivery & Client Work
Track campaign launches, creative deliverables, client approvals. Monitor team performance and client satisfaction.
Never Miss a Client Deadline Again
Professional service firms use PRIZMBI to track client work, improve delivery, and drive accountability. Start at $4.99/user/month.
Get Started