our solution

End-to-end performance management for professional
services firms

Our software platform is perfectly suited to managing individual and overall performance at your firm. We use continuous feedback and annual evaluations to give you a view of both short- and long-term performance.

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Our people management platform ensures every professional is meeting performance standards & contributing to firm goals

Track & guide performance with real-time feedback, especially on client work

Set up triggers to prompt real-time feedback for professionals on a recurring basis or at specific checkpoints
Align individual performance on client work by identifying and solving issues with feedback the moment they come up
Use feedback to track progress on individual goals for skill development and performance improvement

Engage & develop employees with check-ins, recognition, and mentorship

Use real-time guidance and recognition to engage your professionals and increase their satisfaction
Make sure your professionals’ voices are being heard through check-ins and pulse surveys, especially when they work remote
Nurture coaching and mentorship relationships that can help your professionals improve and achieve their goals

Make annual performance evaluations easy & effective for everyone

Create a 360-degree feedback cycle with manager evaluations, subordinate evaluations, peer evaluations, and self-evaluations
Match employee projects and client work to evaluators and give evaluators a summary of professionals’ feedback from the year
Identify growth opportunities and help professionals plan their goals and checkpoints to achieve them in the following year

Use goal planning to pinpoint learning & skill development requirements

Determine each professionals’ annual goals or personal development plans (PDPs) and align them with the firm’s goals
Break those goals down into smaller steps they can complete during the year, such as practicing a skill or taking a course
Assign relevant work to them and give them feedback on their progress throughout the year so they can achieve their goals

We help professional services firms ace performance