Three numbers run your firm. Almost nobody can see all three at once.
When pipeline, capacity, and margin live in separate tools, leadership meetings turn into reconciliation exercises.
What's coming
Pipeline and plan live in different places
Signed work doesn't update the forecast until someone rebuilds the spreadsheet — if it updates at all.
Who can deliver
Capacity is a guess until it's a crisis
Declined work and burned-out teams on one side, paid bench on the other — both invisible until margin moves.
What it's worth
Revenue leaks between delivery and collection
Hours go unbilled, invoices wait for month-end, and senior people spend days on clerical work.
One connected chain, from the deal to the P&L
Each step feeds the next. Nothing gets re-keyed between systems, and nothing shows up sixty days after it mattered.
$8.9M
Weighted value
Pipeline
What's coming, and how likely — weighted value, stage, owner, and close date, filtered to a partner, team, or practice.
14
Deals this quarter
Won work
Closing a deal creates the engagement, with the delivery template, time codes, and staffing plan already attached.
78%
Utilization
Staffing
Who delivers it, booked against real capacity, with unfilled roles on sold work visible before they become emergencies.
1,162
Hours logged
Time
Hours captured against the work people were actually scheduled on, instead of reconstructed on Friday from memory.
$2.48M
Billed MTD
Invoices
Approved hours become a draft invoice with write-ups and write-downs handled line by line.
36.7%
Gross margin
P&L
Plan and actual in the same statement, pivoted to firm, practice, or team level.
Win the work, and the work sets itself up
Every firm runs the same scramble after a deal closes. Someone opens a project. Someone else builds a staffing plan. Someone creates billing codes. Someone tells finance what to expect. It happens differently every time, done by whoever was free that afternoon.
In ClearPro you mark the opportunity won, review a preview of exactly what's about to be created, and confirm.
Try it in your free trialMeridian Consulting — Phase 2
$240K · Closed Thu 4:12 PM
What gets created automatically
- The right delivery template for that type of work
- Project and time codes the team can charge to immediately
- A starting staffing plan, with unfilled roles shown as open slots
- A month-by-month demand forecast
- The whole engagement logged against the client record
A partner closes a $240K consulting engagement on Thursday afternoon. By Friday morning the project exists with delivery phases, chargeable time codes, a requirement for two seniors and a manager, and a demand forecast — visible to the resourcing manager and the finance lead without a single handoff email.
Forecasting
Plan with the firm you actually have
Top-down targets assume a firm that doesn't exist, and nobody notices until the year is half gone. ClearPro builds the forecast from your real roster — actual rates, utilization, and cost, plus the hires you're planning — then layers in your pipeline and tells you when the two disagree.
- Forecast from the roster, the rates, and the utilization targets you already use
- Layer in pipeline with values, probabilities, dates, and revenue recognition
- Keep multiple named scenarios — base, upside, the second-office case
- Publish one as the firm's active plan and watch actuals land against it
Pipeline vs. capacity
The warning that pays for itself
"Your pipeline implies 18% more revenue than your workforce can deliver." You either hire earlier or reset the target — in November, not June.
What changes in the first month
Not a new category to learn. The same decisions you already make, with the information arriving in time to act on.
Pipeline lives in a CRM, capacity lives in a spreadsheet
Pipeline and capacity on the same screen, filtered to your practice
The forecast is one person's workbook
A forecast built from your real roster and pipeline, with a warning when they disagree
Budget versus actual gets rebuilt by hand every month
Plan and actual in the same statement, at firm, practice, or team level
Timesheets reconstructed Friday afternoon from memory
Timesheets arrive pre-filled from real schedules — confirm, adjust, submit
Every won deal set up manually from scratch
Closing a deal creates the project, the staffing plan, and the time codes
Month-end billing rebuilt in a spreadsheet
Approved hours become a draft invoice you review and send
Same platform. Different jobs. Here's what changed.
Six roles, six daily workflows — in their own words, what ClearPro replaced and what they do differently now.
Sarah
Managing partner
I stopped asking three people for the same number. Revenue, margin, and pipeline weighted value — one screen, refreshed daily. Our Monday partner meeting is half as long.
From won deal to margin — however your firm delivers
Different firm types run on different economics. Here's how ClearPro connects pipeline, staffing, time, and the P&L for each — with the templates and chart of accounts already in place.
Consulting & advisory
Staff sold work against real capacity
Pipeline and utilization usually live in different tools. ClearPro puts them on one screen so you staff from reality, not a Monday spreadsheet rebuild.
- Weighted pipeline filtered by practice, partner, or team
- Open roles on sold work visible before they become emergencies
- Won deal creates the project, phases, and starting staffing plan
Legal & litigation support
Every matter carries its own economics
Matter-based work maps onto ClearPro's engagement model without a custom build — team, hours, realization, and margin tracked where they belong.
- Litigation and matter templates with phases and chargeable codes
- Team, hours, and realization per matter — not blended firm-wide
- Margin visible before month-end, not after the partner asks
Engineering & technical services
Multi-quarter demand against the roster you have
Longer horizons and office-level P&L need the same connected path — pipeline, staffing, time, and margin held at the granularity your firm runs on.
- Plan demand across quarters against actual headcount and rates
- Practice or office-level P&L without exporting to a spreadsheet
- Staffing board shows who's booked months out, not just this week
Accounting & tax
Utilization economics through the busy season
Engagement-based delivery and seasonal peaks need tight tracking end to end. ClearPro ships with the templates and time codes your firm already uses.
- Engagement templates for audit, tax, and advisory client work
- Utilization and realization by person, team, and engagement type
- Timesheets pre-filled from schedules when everyone's at 110%