For Professional Services

Every client. Every retainer.
Every framework at renewal risk.

The Revenue Retention & Account Growth Platform for complex B2B relationships. Score every advisory client, strategic retainer, and framework agreement. Surface scope expansion before the client goes to market. Catch relationship risk before the re-tender.

Book a 20-min demo →Start free pilot
No credit card · 30 days · 5 accounts · Every feature
Trusted by 350 B2B teams worldwide
4.9 / 5
G2 rating
350
B2B teams
ISO 27001
Certified
AWS EU
Paris hosted
GDPR
Compliant
What you run today

Five tools. None of them built for the job.

Most firms stitch this together from what they have. Client intelligence ends up scattered, stale, or locked in one partner’s head.

Excel
Stale before it’s shared
PowerPoint QBRs
Rebuilt every quarter
Salesforce notes
Unstructured, partner-only
Email chaos
Signals lost in threads
Manual reviews
Run when it’s too late
The result: client intelligence locked in one partner’s relationship. Re-tender risk spotted too late. New practice areas missed because no one was tracking the signals.
Four ways professional services firms use it

Fee income and scope. Every scenario tied to revenue.

Expansion is adding practice areas to existing clients. Retention is defending retainers and frameworks before re-tender. Both run on the same relationship score.

Expansion

Add a new practice to an existing retainer

Your client uses you for legal. Tax is with a competitor. Map it. Scope it. Win it.
  • Practice line coverage per client account
  • Whitespace across advisory, tax, and compliance
  • Sponsor mapping per C-suite decision-maker
Expansion

Grow with the client as they expand

Your client is entering three new markets. Advisory needed in each. First to propose the framework wins.
  • Geographic expansion signals from stakeholder activity
  • New entity and market signals per client
  • Proactive scope proposal triggered from signal mix
Retention

Defend the multi-year advisory framework

Framework year 3. Re-tender process starting. Incumbent advantage is real, if you’re ready.
  • Framework renewal countdown by stakeholder
  • Delivery satisfaction trend feeding the score
  • Recovery play triggered before re-tender opens
Retention

Catch disengaging clients before the panel review

Your client hasn’t complained. C-suite sponsor has changed. Engagement cadence has dropped 60%. Quietly.
  • Engagement cadence drift detection
  • Sponsor health and champion turnover signals
  • Recovery plays for clients trending wrong
What feeds the score

Five signal categories. One weighted score.

Internal & external. From your CRM, delivery data, and client engagement. Tuned for advisory and professional services relationships.

01
Engagement
  • Meeting cadence
  • C-suite access
  • Response time
02
Satisfaction
  • NPS & CSAT
  • QBR sentiment
  • Delivery feedback
03
Commercial
  • Framework renewal clock
  • Fee realisation rate
  • Invoice & payment signals
04
Relationship
  • Sponsor health
  • Champion turnover
  • Stakeholder coverage
05
Expansion
  • Practice line whitespace
  • Referral & testimonial
  • Geographic growth signals
Default professional services weights ship out of the box. Configure your own on Growth and Enterprise.
Practice areas we support

Legal, consulting, finance, or technology advisory. Every professional relationship in one platform.

Signal categories and stakeholder models tuned per practice area. Custom configs on Growth and Enterprise.

Management consultingStrategy, operations, transformation
Legal & compliance advisoryFrameworks, regulatory, panel management
Finance & accounting advisoryCFO advisory, audit, tax, treasury
Risk & ESG advisoryEnterprise risk, sustainability, governance
Technology & digital advisoryArchitecture, AI strategy, transformation
HR & people advisoryTalent, org design, executive search
Monday morning view

It’s 8 AM. One screen. One client at re-tender risk.

This is what your Managing Director sees. Engagement cadence, C-suite sponsor health, framework renewal clock. No spreadsheet to assemble.

Relationship alert · New
Hartfield Capital Group · Advisory retainer · 4 practice areas
Monday, 08:02
84
→
58
Six-week decline · Framework re-tender in 9 months. C-suite sponsor disengaged.
Drivers
Engagement cadence −60% · trailing 6 weeks
CFO changed · new decision-maker not yet engaged
NPS fell from 72 to 42 · delivery satisfaction declining
CAPA workflow · one-click trigger · Eva AI auto-trigger coming soon
Introduction meeting arranged with new CFO
Executive review scheduled before Q3 planning cycle
Eva AI drafted framework renewal narrative from signal mix
The product workflow

One platform. Five steps. Every client.

What every team running EvaluationsHub does every week. Built into the platform, not bolted on top of spreadsheets.

1
Collect feedback
Stakeholders, surveys, NPS, QBR notes
2
Centralize reviews
QBRs, scorecards, action plans
3
Detect risk
Multi-source score, leading signals
4
Track action plans
Ownership, milestones, reminders
5
Improve outcomes
Renewals, retention, upsell
When a score drops, fire the recovery playbook with one click: ownership assigned, milestones set, reminders scheduled. Eva AI auto-trigger coming soon.

See your professional services client scorecard live.

30 days free. 5 clients. No credit card. ISO 27001 certified, GDPR compliant.

Start free pilotBook a demo
Inside the scorecard

One score. The drivers behind it. The weights.

Every signal explained. Every weight transparent. No black box.

Hartfield Capital Group · Advisory retainer4 practice areas · re-tender in 9 months
58
Health score
Engagement cadence w 20%
−60%
C-suite sponsor health w 18%
22
NPS score trend w 16%
42
Framework renewal clock w 14%
9 mo
Fee realisation rate w 12%
95%
Delivery satisfaction w 10%
55
Practice line adoption w 6%
4 / 8
Referral & testimonial activity w 4%
80
Six decision-makers, one client

One firm. Six people who decide whether you stay.

The CEO champions the relationship. The CFO approves the fee. Procurement controls the framework. Legal reviews the contract. Score each one.

C
CEO / Managing DirectorStrategic relationship, long-term commitment
F
CFO / Finance DirectorBudget approval, value realisation, ROI
O
Operating leadDay-to-day delivery satisfaction
P
ProcurementFramework terms, re-tender, panel management
L
Legal / GCContract, compliance, engagement terms
B
Board sponsorUltimate relationship, reputational stake
KPIs the score moves with

Four numbers your Managing Partner and CFO already track.

The score is the leading indicator. These four are the lagging ones your firm already watches.

Customer revenue retention

Retainer and framework fee revenue defended at re-tender. The number behind every relationship.

Cross-practice fee growth

New practice areas added to existing clients. Revenue from depth, not new client acquisition.

Framework renewal rate

Multi-year panel and framework agreements. The 9–12 month window before re-tender opens.

Client NPS trend

Direction of satisfaction across your client portfolio. The early indicator before churn shows in pipeline.

Built for professional services tech stacks

Salesforce, your CRM, and 40+ enterprise services.

Native Salesforce sync via custom objects, plus AWS AppFlow for 40+ enterprise services, REST API, webhooks, and CSV/Excel. Delivery data, engagement signals, and relationship notes from your CRM. Into one score per client.

SAP·Salesforce·AWS AppFlow·REST API
See Salesforce integration →ISO 27001 & GDPR →

One score per client. Every retainer. Every framework at renewal.

30-day pilot: 5 clients, every feature, no credit card. Or a 20-minute demo on your real client portfolio.

Start the 30-day pilot →Book a 20-min demo
No credit card. Cancel anytime. ISO 27001 certified. GDPR compliant. EU hosted in Paris.