Business intelligence for professional services firms
Consultancies, agencies, law firms, and accountancies — gain clear visibility into which clients, projects, and team members truly drive your profitability.
Common challenges we help address
Familiar situations for many professional services businesses.
Utilisation lacks visibility
Your team is busy, but it's difficult to determine whether that effort is directed toward profitable work or absorbed by non-billable activities.
Scope changes erode margins
Projects begin with healthy margins but gradually lose profitability as scope evolves. By the time it's visible, the impact is already significant.
Client concentration risk
A small number of clients may account for a disproportionate share of revenue — creating vulnerability if any relationship changes.
Vital signs for professional services
Automatically computed from your connected tools. No manual data entry required.
Revenue per employee
Track team productivity and identify performance patterns across individuals and teams.
Utilisation rate
See what percentage of available hours are billable — by person, team, or firm-wide.
Client retention rate
Identify at-risk client relationships early based on engagement and billing patterns.
Project profit margins
Real-time margin tracking per project — not just at invoice time.
Revenue concentration
Receive alerts when revenue becomes overly dependent on too few clients.
Cash flow forecast
Predict cash position based on outstanding invoices and historical payment patterns.
A consulting firm discovers that three of its twelve service lines are operating below target margins — enabling a focused review of pricing, scope management, and resource allocation.
Margin visibility across service lines
How businesses like yours benefit
Illustrative examples of how Meridian Pulse helps professional services businesses make better decisions.
A consulting firm identifies that its largest client is actually its least profitable after accounting for scope changes and delayed payments.
A marketing agency uses utilisation tracking to discover that senior staff are spending 40% of their time on non-billable administration.
A law firm detects a cash flow gap three weeks early by monitoring accounts receivable aging patterns.
Integrations for professional services
Securely connect the tools you already use with a single click.
See the pulse of your professional services business
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