Platform overview
One platform for your entire firm
From first client meeting to final invoice — ClearPro connects CRM, operations, financials, and reporting so your team always works from the same source of truth.
Revenue forecast
Margin bridge
12 integrated modules
CRM, staffing, delivery, and P&L in one connected system
Real-time visibility
Pipeline, utilization, and margin updated as work happens
Role-based access
Seven roles with permissions tailored to how your firm operates
Built for services firms
Designed for consulting, advisory, legal, and technical services teams
CRM
Capture opportunities, manage relationships, and keep every client interaction in context.
Active pipeline
$8.9M weighted value
Meridian Consulting
Phase 2 · $240K
- Project created from won deal
- Time codes generated
- Staffing plan drafted
- Demand forecast generated
Operations
Staff engagements, track delivery, and monitor utilization across the firm.
Financials
Forecast revenue, compare actuals, and manage P&L by team or service line.
FY forecast
Base scenario · Live
Executive view
Q4 · Plan vs actual
Revenue
$7.2M
+12% YoY
Gross margin
36.7%
On target
EBITDA
$1.8M
+8% YoY
Utilization
78%
Above target
Reporting
Executive dashboards and firm-wide metrics — always current, never stitched together.
Admin
Configure your org structure, roles, and permissions to match how you run the business.
Firm structure
3 entities · 7 roles
Everything talks to everything
Unlike point solutions that need manual exports and spreadsheets, ClearPro keeps data flowing automatically — a won deal creates an engagement, staffing updates your forecast, and time entries feed your margin reports.
See the full workflowOne connected system
Real-time visibility across every stage — from sold work to margin.
$8.9M
Total weighted
Pipeline
78%
Utilization (weighted)
Staffing
1,162
Hours this month
Time
$2.48M
Billed this month
Invoices
36.7%
Gross margin (forecast)
P&L
See the platform in action
Start a free trial or subscribe for product news and firm ops insights.