Verity for Professional Services
A professional services firm sells the attention of the people it employs. Verity connects the client, the engagement, the work inside it, the documents it produces and the approvals it needs, so utilisation and delivery stop being separate conversations.
The shape of the operation
Every professional firm runs the same shape of operation regardless of discipline: a relationship, an engagement under it, a set of deliverables and deadlines, documents that must be findable years later, and time that either was or was not recoverable.
The failure mode is equally consistent. The client relationship sits in one system, the matter or project in another, the documents in a shared drive and the billing in a third, so the question "is this engagement actually profitable and on schedule" requires a person to reconcile them.
What gets in the way
Engagement health is discovered late
A matter that has quietly consumed twice its budget looks identical to a healthy one until someone reviews it.
Documents outlive the systems holding them
The version that matters is in a folder whose naming convention only one person understands.
Deadlines are tracked personally
Statutory and client deadlines sit in individual calendars rather than in the record they belong to.
Capacity is a feeling
Who is overloaded and who has room is known anecdotally, and staffing decisions follow the anecdote.
The complete system
Work
Tasks, projects, jobs, orders and activities share one execution model. Every piece of work has an owner, a state and a record of what happened.
What you can see What needs to happen, who has it, and what is blocked.
Relationships
Customers, vendors, partners and stakeholders as records with full interaction history, connected to the work and transactions that involve them.
What you can see Who you deal with, what you have done together, and what is outstanding.
Records
Documents, products, assets and transactions live as records rather than files. Every record carries the same identity, permissions and history as everything else in Verity.
What you can see What the business knows, in one place, with the history of how it got there.
People
Teams, roles, responsibilities and the workforce itself, modelled once and referenced by every other part of the system.
What you can see Who is responsible for what, and where the load actually sits.
Workflows
Approvals, processes, states and automations that move work from one owner to the next without anyone chasing it.
What you can see How work moves, where it stalls, and which step owns the delay.
Communication
Comments, notifications, activity and conversations attached to the record they concern, so context does not live in someone’s inbox.
What you can see What was said about this, by whom, and when.
Reports and analytics
Reports and dashboards drawn from live operational records rather than from an export someone assembled last week.
What you can see How the business is performing, without waiting for a report cycle.
Verity AI
Ask a question in plain language and get an answer grounded in your own records and workflows. Verity AI is permission-aware, so it only sees what the person asking is allowed to see, and every action it takes stays part of the operational record.
What you can see An answer with its reasoning shown, and the follow-up already created.
15 business types
Each one describes the same system in the terms that business already uses.
Questions
A professional services firm sells the attention of the people it employs. Verity connects the client, the engagement, the work inside it, the documents it produces and the approvals it needs, so utilisation and delivery stop being separate conversations. Every business in this category works from the same record model — people, work, relationships, records, workflows and control — configured to the way that business actually operates.
Verity Explore covers 15 business types in this category, including law firms, accounting firms, ca firms, consulting firms, marketing agencies. Each has its own page describing the modules, workflows and reporting that apply to it.
No. Verity is introduced as an operational layer over what already runs. Existing systems are mapped during implementation, the records that matter are migrated, and the rest continues to work.
About four weeks: discovery and mapping, configuration, migration, then an ongoing operations partnership rather than a handover.
Tell us how your business runs today and we will show you what it looks like as one system.