Know Which Clients Actually Pay Off
Stop wondering which projects are profitable and which clients drain your resources. clariBI gives consulting firms, law practices, and professional services complete visibility into client profitability, project ROI, and team utilization.
Professional Services Run on Relationships, Not Just Revenue
Hidden Costs Eat Profits
Client meetings, revisions, and "quick calls" add up fast. Without tracking true time investment, profitable clients look unprofitable.
Low Utilization Rates
Partners bill 60% when they should hit 80%. Junior staff sit idle while senior staff burn out. Resource allocation is a guessing game.
Client Decisions Based on Gut Feel
Should you take on that new retainer? Expand the scope? Raise rates? Without data, you're flying blind on major client decisions.
Questions You Can Finally Answer
"Which clients are actually profitable after all the extras?"
Billables + unbilled time + out-of-scope work combined
"Who on the team is overloaded vs. underutilized?"
Time tracking + project assignments + capacity data
"What's our real margin on each type of project?"
Revenue + all costs + actual time invested
"Which clients are likely to expand or churn?"
Engagement patterns + satisfaction signals + revenue trends
AI-Generated Services Dashboard
Upload your project and billing data to get AI-powered insights on profitability, utilization, and team performance.
Professional Services Analytics
Analyzed from project_data.csv
Total Revenue
Metric
Active Projects
Metric
Revenue by Type
Bar Chart
Revenue Over Time
Line Chart
Quarterly trend from 8 data points
AI Insights
Summary
• Consulting revenue up 23% this quarter
• Advisory services showing growth potential
• Consider expanding tax services capacity
Analyze Any Professional Services Data
Connect your data sources and let AI surface the insights that matter most to your practice.
Billing & Revenue Data
Upload billing records, invoices, and revenue data. Ask "What's our revenue by client?" or "Which service lines are most profitable?"
- • Invoice records
- • Revenue by client
- • Service line data
- • Payment history
Time & Utilization Data
Analyze time entries and utilization exports. Ask "What's our billable utilization rate?" or "Which team members have capacity?"
- • Time entries
- • Billable hours
- • Staff assignments
- • Capacity data
Project Data
Upload project budgets, actuals, and milestones. Ask "Which projects are over budget?" or "What's our average project margin?"
- • Project budgets
- • Actual costs
- • Milestone tracking
- • Scope changes
Team Data
Analyze staff performance and productivity data. Ask "What's revenue per employee?" or "How do utilization rates compare across teams?"
- • Staff records
- • Performance data
- • Role assignments
- • Compensation data
Client Data
Upload client records, engagement history, and satisfaction surveys. Ask "Which clients have the highest lifetime value?" or "What's our client retention rate?"
- • Client records
- • Engagement history
- • Satisfaction surveys
- • Contact logs
Ask Any Question
Once your data is connected, ask questions in plain English. The AI analyzes your data and generates insights, charts, and reports automatically.
- • Natural language queries
- • AI-generated insights
- • Automatic visualizations
- • Exportable reports
Pre-Built Professional Services Templates
Client Profitability Dashboard
Track margins, hidden costs, and true profitability by client
Team Utilization Report
Monitor billable hours and capacity across all staff levels
Project ROI Tracker
Real-time project margins and scope creep detection
Practice Growth Analysis
Service line profitability and expansion opportunities
Partner Performance Scorecard
Individual metrics and compensation planning
20+ professional services templates ready to use
Browse All Templates →Connect Your Professional Services Stack
Clio
Legal practice management
QuickBooks Time
Time tracking & billing
QuickBooks
Financial management
Salesforce
Client relationship management
HubSpot
Marketing & sales
Monday.com
Project management
More Tools via Airbyte / CSV Import
Connect time tracking, billing, and project management tools via Airbyte connectors or CSV imports.
Explore All Integrations →Transform Your Professional Services Practice
Optimize client profitability, maximize utilization, and grow your practice through AI-powered analytics designed for professional services.
14-day free trial • No credit card required • Setup in under 10 minutes