From scattered client work to an AI operating environment built around how your firm actually delivers.
The expertise is there. The system around it hasn't kept up.
Client work lives across email, documents, project tools, CRM, shared drives, meeting notes, and the heads of experienced people.
Teams repeat the same research and recreate good work that already exists somewhere. Project context slips away between meetings, and new people spend weeks learning where things are.
AI can help, but only if it is built around the way the firm actually works.
Give teams a repeatable way to do high-quality work.
Research, preparation, analysis, deliverables, reviews, meeting follow-up, and recurring client work can be structured around the firm's own methods and standards.
Make the firm's experience easier to reuse.
Past work, methodologies, templates, proposals, research, operating guidance, and subject-matter knowledge can be organized so people spend less time rebuilding what the firm already knows.
Connect the work around the work.
Proposal preparation, account research, meeting briefs, CRM updates, onboarding, reporting, internal operations, and recurring administrative tasks can follow the same operating context.
Imagine the firm delivering on expertise instead of hours lost recreating it.
Teach the environment how the firm works.
We start with services, clients, delivery workflows, roles, review points, knowledge, systems, decisions, standards, and recurring work.
Then we design the environment around the way things really work.
Turn expertise into a repeatable operating advantage.
Shared methods
Teams work from the firm's approved processes and standards.
Persistent context
The environment carries the business and client context the work actually needs.
Repeatable workflows
Recurring tasks stop being rebuilt from scratch.
Review where it matters
People remain responsible for judgment, client commitments, approvals, and final work.
Connect the environment to the systems the firm already uses.
Depending on the firm, that may include Google Workspace, Microsoft 365, SharePoint, Notion, CRM, project-management tools, document repositories, internal databases, spreadsheets, APIs, and custom systems.
We start with what already exists.
Make quality easier to repeat.
What knowledge is approved.
Who can access what.
Which workflows should be standardized.
Where senior review is required.
How client context is handled.
Who owns the environment as the firm evolves.
Make quality easier to repeat.
The firm becomes easier to scale without flattening the expertise.
- Teams spend less time searching.
- Strong work becomes easier to repeat.
- New people have a clearer starting point.
- Client context moves more cleanly through the firm.
- AI becomes part of delivery instead of an individual productivity trick.
- Measures worth discussing together, not promised results: days from signed scope to kickoff, handoffs that arrive without engagement context, and review rounds per deliverable.
Workspaces, Projects, instructions, templates, and reusable operating patterns.
Approved methodologies, reference materials, prior work, and firm information.
Repeatable structures around research, preparation, analysis, review, client communication, and follow-up.
Access and review boundaries appropriate to clients, teams, and roles.
Connections to CRM, project systems, documents, structured data, or other operating systems when required.
Internal tools for when configuration and integrations aren't enough.
The system should make room for expertise.
We leave the judgment that makes the firm valuable exactly where it is.
We structure the repeatable work around it.
Simple enough for your team to run, and solid enough to count on.
Consulting firms
Agencies
Recruiting firms
Engineering & architecture firms
Understand
We learn how the firm wins, delivers, reviews, and manages client work.
Architect
We determine the workflows, knowledge, permissions, systems, and controls required.
Build
Build it yourself, build it with Revuity, or have Revuity implement it.
Validate
For full implementations, we test the environment against the real work.
Launch
We train the team, put it into use, and transfer ownership.
Choose how much of the build you'd like us to carry.
Guided setup · 12 months of library updates
$299
12-Month Plan: $27.41/mo ($328.90 total)
You get the Revuity system and build it yourself.
- Environment template
- Guided operating process
- Workflow structure
- Reusable implementation guides
One-time · Self-service · Written for a team
$499
Self-service and written for a team, set up on your own.
- Role and responsibility guidance
- Shared workflow instructions
- Decision boundaries
- Documented setup
Bounded setup · Agreed written scope · Design for 1 operation
From $1,199
12-Month Plan: From $1,318.90 total
Revuity leads a bounded setup against an agreed written scope.
- Agreed written scope and acceptance checklist
- Design for 1 operation
- Implementation
- Validation against the checklist
Ten workflows for professional services, $75.
One plugin set carries the operational flow of the work. Each workflow organizes, tracks, drafts or flags, and a person makes the decision.
- 01
Client onboarding
Organizes the kickoff tasks, information requests and owners.
- 02
Scope and change tracking
Keeps the agreed scope and the requested changes side by side.
- 03
Weekly client status
Drafts a status brief for each engagement for the lead to review.
- 04
Proposal and statement of work drafting
Drafts a proposal from the brief and past work for review.
- 05
Resource and capacity view
Lays out who is on what and where capacity is thin.
- 06
Time and billing prep
Turns rough time notes into draft entries and prepares the invoice summary.
- 07
Deliverable review
Tracks deliverables through their review steps and flags those waiting.
- 08
Pipeline follow-up
Lists the open opportunities and drafts the next touch.
- 09
Renewal and expansion check
Lists engagements nearing their end and prepares the conversation notes.
- 10
Project close-out
Walks through the final deliverables, lessons and handoff.
$7510 workflows
One purchase, all ten workflows for this industry.
How professional services firms work with us.
For firms with a product in mind, like a client reporting tool or a packaged version of a method you deliver by hand today, we build it with you from a first version to launch.
CollabX Premium Website
$1,600one-time
A custom-designed website built around your brand, from your existing site or from nothing, with every page written and polished to read well.
CollabX Product Launch
$9,500one-time
We take the product past a first version and get it ready to launch: a production-ready core, deployment, the integrations it needs, agent-ready access where the product needs it, sign-in, payments where they make sense, testing, and launch preparation.
Claude Forward Deployed Engineering
$125/hr40-hour minimum, plus a one-time $1,200 set-up fee
A Revuity engineer works inside your business to build with Claude where your work actually happens.
One firm, spending less time rebuilding what it already knows.
A growing consulting firm has strong delivery teams, but methodologies, proposals, client context, research, and prior work are spread across Drive, CRM, project tools, and individual memory.
Revuity maps how work actually moves through the firm and builds an environment where approved knowledge, recurring workflows, and client context are easier to access and reuse.
From scattered productions to one system.
Independent Film & TV Production Company
An independent film and TV production company ran every production as its own improvised effort. Scheduling, crew and vendor coordination, budgets, and deliverables lived across email, spreadsheets, and group texts, and all of it got rebuilt from scratch each time. The people were capable, there was just no structure that carried over. Revuity Systems mapped how a production actually moves from pre-production through wrap, then designed and built the operating environment with their team, so the structure carries from one production to the next.
They came back to work with Revuity Systems again after the first build.
Questions, answered.
Build the environment around how the firm delivers.
Tell us how your firm actually wins and delivers work. We'll show you what it would take to build the environment around it.Bought online, with no sales call.