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/// professional services

Know which clients are profitable before the invoice.

askotter connects CRM, project management, billing, and marketing to show true profitability, pipeline velocity, and referral attribution in real time. Train agents like your best project controller. They learn your engagement patterns and scale that knowledge to every partner and associate.

per-project
margin tracking
per-client
referral attribution
< 1 day
scope creep detection
HS HubSpot SF Salesforce QB QuickBooks SL Slack GA Google Analytics AD Google Ads +1 more ◆ DATA LAKE 7 sources Change Detection Root Cause Predictions Recommendations NLQ Chat
/// live monitoring

What askotter flags for professional services.

project margins · active 8 projects
Meridian Redesign
42%
BlockFi Audit
38%
Apex Rebrand
12% SCOPE CREEP
Candor Strategy
35%
Zenith Migration
8% SCOPE CREEP
━ actual margin ┆ estimated margin
/// AGENT FEEDprofessional services
CRITProject "Apex Redesign": Scope creep detected. 47 hours over estimate. Margin: 38% → 12%. Billing convo needed.14m
WARN3 senior consultants below 60% utilization next sprint. 2 matching projects in proposal stage. Accelerate close.1h
INFOReferral chain: Client A → B → C. $142K generated. Client A never thanked. Gift recommended.2h
OKQ1 pipeline velocity: 34 days avg to close, down from 52. LinkedIn thought leadership correlated with 40% of inbound.3h
/// real-time response

Thursday, 4:15 PM: scope creep detected

Project "Apex Redesign" just crossed its estimate by 47 hours. Here is the timeline:

4:15 PM
Project "Apex Redesign" at 147/100 estimated hours. Margin dropped from 38% to 12%
CHANGE DETECTION
4:16 PM
Root cause: 3 unscoped revision rounds + 2 ad-hoc client requests not in SOW
ROOT CAUSE
4:17 PM
Recommended: billing conversation for overage. Template SOW amendment generated
STRATEGY
4:18 PM
Partner notified. Similar pattern flagged on 2 other active projects
ROUTING
/// before & after

What changes with askotter.

METRIC
BEFORE
WITH ASKOTTER
Scope creep detection
End of project
Real-time, per-project
True profitability
Quarterly P&L
Daily, per-engagement
Referral attribution
Anecdotal
Tracked chain: A to B to C
Utilization forecasting
Manual capacity planning
Pipeline-based prediction
/// firm-level challenges

What firm leaders discover too late.

True profitability is unknown
Revenue looks great until you factor in overservicing, scope creep, and unbilled hours. Project profitability is a quarterly surprise.
Pipeline attribution is broken
New client signed. Webinar? LinkedIn? Referral? CRM says "inbound."
Referral networks are unmeasured
Best growth channel is referrals, but you can't measure which clients refer or which campaigns drive referrable outcomes.
Utilization hides in spreadsheets
Who's overloaded? Who has capacity? Time-tracking data nobody analyzes until it's too late.
/// profitability metrics

The numbers that separate growing firms from stagnant ones.

True Project Margin
31.4% current average
tracked per-engagement
Pipeline Velocity
34 days avg to close
CRM-connected
Referral Revenue
$142K this quarter
source chain attributed
Team Utilization
78% current rate
billable hours tracked
connected tools
HubSpot Salesforce QuickBooks Slack Google Analytics Google Ads Email +50 more
/// the services playbook

From lead to invoice. Every hour tracked. Partners stay in control.

1

Connect project economics

Time tracking, billing, CRM, project management unified. Real-time profitability, not end-of-quarter surprises. Agents self-heal against your workflow, adjusting scope-creep thresholds and margin alerts as your engagement models change.

2

Track pipeline velocity

How fast deals move. Which service lines close faster. Which referral sources produce highest-value clients.

3

Measure referral attribution

Client A → B → C. Measure the network effect. Invest in what feeds it.

4

Predict capacity needs

Utilization forecasting from pipeline and seasonal patterns. Staff up before the crunch. Save insights as notes to share across the firm and build institutional knowledge from every engagement.

/// ask the firm

Query time tracking, billing, and CRM. Share insights firm-wide.

/// CHATaskotter
Which clients are actually profitable?
Ranked by true margin: Top 3: Meridian ($84K, 42%), BlockFi ($67K, 38%), Candor ($52K, 35%). Bottom 3: Apex ($41K, 12%, scope creep), Zenith ($28K, 8%), Luma ($19K, -3%, losing money). Renegotiate Apex and Luma.
SOURCES: Time Tracking + Billing + CRM
Where are referrals coming from?
Top sources: Client A → 4 referrals ($142K), Partner Deloitte → 2 ($89K), SaaStr conf → 3 ($67K). Zero from $24K/yr LinkedIn Ads. Reallocate to partner program.
SOURCES: CRM + Billing + Marketing
Ask anything about your professional services data. Save responses as notes to share. Ask

Ready to know true profitability in real time?

Connect time tracking, billing, and CRM. AI surfaces where margin hides and where it leaks. Your partners review every recommendation. Lane assist, not autopilot.

Schedule a Services Demo →
/// other industries

Explore more verticals. Same human-in-the-loop approach.

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