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Make your expertise easy to access.

Your thinking is what clients buy. We help consulting firms share it with the right people and turn that reputation into steady new work.

Built to your requirements

Your firm's professional rules come first.

We build to your requirements and work within your review process, so everything that goes out carries the approval of the person accountable for it.

Review by the right peoplePages, client alerts and proposals route to the attorney, partner or lead accountable for them.
ConfidentialityClient names and matters appear only where your firm has cleared them.
Rules your firm setsAI works from your approved language and policies, with access by role.
A record of every changeWorkflows log what ran, when and who approved it.
Review trail
Proposal for a new engagement
  1. DraftedProposal workflow Mon 10:30 AM
  2. ReviewedEngagement lead Mon 4:00 PM
  3. ApprovedManaging partner Tue 9:15 AM
  4. SentEngagement lead Tue 9:40 AM
Why Finovo

Built to support your growth.

You sell trust and relationships, and so do we. We take the growth work off your plate, so you can spend your time with clients.

IndependentNobody pays us to recommend a platform. We recommend what fits.
Enterprise value is the scoreboardWe judge our work by the value it creates for your firm.
You own everything we buildWe earn the next engagement instead of locking you in.
Questions

What professional firms ask before the first call.

Yes. We help you pin down the problems you solve best and the view that sets you apart, then make sure it comes through everywhere clients meet you.

Yes. AI drafts proposals and case studies from your past work and approved language, so your team starts from a strong first draft and reviews each one before it goes out.

Yes. You get a clear view of the work coming in, so you can plan staffing and revenue with confidence instead of guessing.

Client names and matters appear only where your firm has cleared them, and AI works from the sources and rules your team approves.

The people accountable for it. Every page, proposal and AI draft routes to the reviewer your firm names and goes out once they approve it.

Whichever fits your firm: a ready-made platform like Anthropic’s Claude Team, OpenAI’s ChatGPT Business or Microsoft 365 Copilot, or a custom layer we build on Dust, Langdock or Glean.

No. We work in the CRM you have, or set up HubSpot, Salesforce or Microsoft Dynamics 365 if you need one, and recommend a switch only when yours can’t do the job. You own the setup, workflows, dashboards and documentation.

You do: the site, the content, the CRM setup and the workflows. Hosting with us is optional.

Let's get to work

Where is your next client coming from?

Tell us where you want to grow, and we'll help you get there.

Get Started