Run the firm from the first client call through delivery and cash collection.
Bring pipeline, scope, staffing, project health, billing, and client history into one operating system built around your firm. Your team spends less time copying information between tools, while leaders see delivery risk and margin pressure early enough to act.
At Runpoint, a client proposal that once took about two days now takes about an hour, and the project begins from the same client conversation.
The margin disappears in the handoffs.
The proposal lives in one place, the signed scope in another, staffing happens in Slack, and the project plan gets rebuilt after the work is sold. By the time finance sees the problem, the hours have already been spent.
Sales to scope
Every proposal starts from a blank page, even when the firm has solved the same problem before.
Scope to staffing
Delivery inherits a promise it did not shape, then searches chats and spreadsheets for the right people.
Delivery to margin
Scope creep appears in the monthly review after the team has already done the work.
Time to cash
Late time entry and disconnected billing create write-offs, slow invoices, and make WIP hard to trust.
Built around how your firm sells and delivers.
Runpoint Foundation connects the commercial chain, so a client conversation can become a scope, proposal, staffing plan, project record, and billing schedule without asking five people to retype the same information.
Give AI the context your best partner carries in their head.
When client conversations, scopes, projects, and financials are connected, AI can prepare a proposal, find the right person for a project, surface a similar past engagement, or flag work drifting beyond scope. Your people keep the judgment. The preparation gets much faster.
We rewired our own firm first.
Our client conversations now feed proposals and the CRM. Staffing, applicant tracking, and finance work from the same company information instead of separate tools and handoffs. The proposal was the first build. Once it worked, we expanded the same operating system across the firm.
We have built operating systems for three professional services firms.
Every seller starts in the same place when an RFP arrives.
We connected RFP intake, creator matching, inventory, outreach, and follow-up around one dependable company record. Sellers work in Slack, backed by creator, inventory, and relationship data the firm owns.
Read the Backyard Ventures case study →One operating system from the client conversation through delivery.
Sales conversations, scope, proposals, projects, staffing, status, and finance now connect. The team gets one view of the client and fewer handoffs as the work moves forward.
This works best when the firm has outgrown the handoffs.
Runpoint Foundation makes sense when coordination costs are showing up in margin, senior time, or client experience, and leadership is willing to change the way the work moves through the firm.
Signals the fit is there
- Long or complex sales cycles with several stakeholders
- Repeatable work that still gets rebuilt for every client
- Staffing decisions spread across partners, chats, and spreadsheets
- Project risk and margin become visible too late
Good first builds
- 01Proposal and SOW preparation
- 02Skills and availability matching
- 03Scope, project health, and margin visibility
- 04Time entry, billing, and collections
Bring us the handoff where the firm loses time or margin.
Run the numbers, map the current work, and underwrite the first build against a result you can measure.