Professional services run on expertise and efficiency.
intelio amplifies both.
About Our Work
intelio powers the operations of leading law firms, consultancies, and accounting practices. From client intake to project delivery, our systems help firms maximize utilization and deliver exceptional client experiences.
From opportunity to invoice—through client delivery, resource allocation, and knowledge reuse—every engagement generates data. intelio delivers an end-to-end solution for the professional services ecosystem.
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01 — CLIENT & OPPORTUNITY TRACKING
Unified visibility across clients, matters, and pipeline.
- ↳Client and matter lifecycle tracking
- ↳Opportunity and proposal pipeline
- ↳Relationship and touchpoint history
- ↳Revenue and profitability by client
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