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Automation for professional services firms.
Commitments made on client calls get captured, chased and filed instead of living in one person's notes.
The work product is fine. What leaks is what you promised on a call, what the client still owes you, and what never got billed.
What gets captured, chased and filed
Commitments from client calls
What was agreed, by whom, by when. Captured off the conversation and then chased.
Client follow-up that doesn't drop
Documents and approvals pursued until they land, without a partner remembering to nudge.
Intake and referrals
New enquiries answered the same day, then actually followed up.
Billing hygiene
Work that never got recorded surfaced while people still remember it, not at month end.
It all runs on the same layer. What changes is what gets captured, chased and filed.
See how Hive worksQuestions
It runs on your own server. Client conversations and documents do not go to a software company's cloud, which is what makes it workable for firms with confidentiality obligations.
They text it and talk to it. There is nothing new to log into, which is the reason it gets used after week three.
A CRM is a place to put information after someone decides to type it in. This captures what was said and then does the chasing itself.
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