Master Data Management for Business &
Professional Services
Your Clients Deserve the Whole Firm. Not Just the Partner They Know.
Profisee brings order to the records your firm runs on, so the work that earns stays front and center.
Trusted by leading business & professional services organizations
Four Ways Profisee Changes the Economics of Your Firm
Close More. Grow Faster.
- See every client relationship firm-wide and surface cross-sell opportunities your CRM keeps locked inside a single practice
- Win more bids with governed engagement and qualification data at your fingertips
- Put the right people on every engagement with accurate skills and availability data
Stop Leaving Revenue on the Table.
- Eliminate billing disputes by standardizing fee terms and rate attributes across systems
- Reduce onboarding time and reclaim hours lost to data correction — redirect both to billable work
- Create proposal-ready data that accelerates your bid cycle and gives AI tools something to act on
Catch Risk Before It Catches You.
- • Surface conflicts of interest and due diligence gaps before a proposal goes out, not after work is underway
- Maintain outside counsel guideline (OCG) compliance with consistent billing and rate data
- Keep licensing and jurisdictional data current without manual effort across every office
Build a Firm That Can Move.
- Onboard new offices, practices or acquired firms without a data integration project for each one
- Give your AI agents and copilots client, engagement and staffing data they can act on without manual cleanup first
- Make staffing and rate decisions based on data your systems agree on
YOUR KIND OF FIRM
MDM That Works for Your Kind of Firm
Whether you run engagements, matters, projects or accounts, the data challenges look the same. The solutions are specific.
Accounting & Consulting
When client relationships are visible across every service line and vertical, cross-sell becomes systematic rather than accidental. Firms that master their client data spend less partner time on reconciliation and more on the work that grows revenue.
Customers include: EY, Wipfli, BDO, Aprio
Legal
A governed client and matter master means conflict checks run before proposals go out, billing arrangements are consistent across every office and fee negotiations move faster. Less time on data, more time billing clients.
Customers include: Ropes & Gray, Pinsent Masons, Orrick
Advertising & Marketing
A single, accurate view of every advertiser and brand relationship improves forecast accuracy, reduces duplicate prospecting and gives sales teams the visibility they need to grow accounts. Better data means more of the right conversations happening sooner.
Customers include: Outfront Media, Freeman
Engineering
When client records are clean across every acquisition and employee skills and availability are accurate firm-wide, the right people get on the right projects. Firms that govern their data grow faster and integrate acquisitions without the usual operational drag.
Customers include: WSP Global, Engineering Consultancy
Data Products
One Platform. Data Products Built for How Services Firms Work.
Profisee masters the data domains that drive revenue, staffing and compliance in business and professional services, connecting source systems and resolving inconsistencies so every downstream tool, report and AI agent gets data it can trust.
#1
Client / Account
A verified, firm-wide view of every client relationship so you can grow accounts, avoid conflicts and act before a competitor does.
#2
Engagement / Matter / Project
Governed engagement and matter data that makes every proposal faster, every qualification easier to prove and every bid more competitive.
#3
Employee / Advisor
Accurate skills, certifications and availability so staffing decisions reflect reality, not outdated records.
#4
Service / Offering Catalog
Standardized service definitions and rate attributes that keep billing accurate, defensible and dispute-free.
#5
Location / Office / Jurisdiction
Current licensing and practice permissions by office so work is routed compliantly and compliance stays systematic.
#6
Reference Data
WHAT BECOMES POSSIBLE
Conflicts of interest surface before a proposal goes out, not after work is underway.
Master with Profisee: Client/Account
Client/Account mastering unifies every relationship across offices, service lines and jurisdictions into one governed record, so relationship linkages are visible firm-wide before they become legal or reputational problems.
Every bid goes out with the right rate structure, every time.
Master with Profisee: Service/Offering Catalog
Service/Offering Catalog standardizes fee terms and rate attributes firm-wide, so every proposal reflects current, approved rates regardless of which office or system originated the engagement.
Proposals that used to take two weeks get done in hours.
Master with Profisee: Engagement/Matter/Project
Engagement/Matter/Project data is governed and reusable, so qualification evidence and matter history are ready to pull rather than assembled by hand for every bid.
Senior resources get staffed to the right projects based on facts, not guesswork.
Master with Profisee: Employee/Advisor
Employee/Advisor mastering syncs skills, certifications and availability across systems so scheduling decisions reflect reality rather than outdated or mismatched records.
Compliance stays systematic rather than reactive.
Master with Profisee: Location/Office/Jurisdiction, Reference Data
Location/Office/Jurisdiction and Reference Data are kept current and consistent across every office, so licensing gaps and taxonomy mismatches don’t surface during audits or delay reporting cycles.
Go Deeper on MDM for the Energy Sector
Get Started
Your Next Engagement Starts With Better Data.
Master Data Management for Business & Professional Services: FAQ
Business and professional services MDM is the practice of governing the master records every firm depends on: clients, engagements or matters, professionals and their skills, service catalogs and rate structures, office locations and jurisdictions, and reference data. The goal is one trusted version of each record, available to every partner, system, and workflow without manual reconciliation.
Client and account mastering unifies every relationship across offices, service lines, and jurisdictions into one governed record. Potential conflicts of interest surface before a proposal goes out rather than after work is underway, and cross-sell opportunities that would otherwise stay invisible in one office’s CRM show up firm-wide.
Fee terms, rate cards, and service catalog attributes typically live in three or four systems that don’t agree. Profisee standardizes them once and publishes governed records back to every billing and time-tracking system, so invoices go out correctly the first time. That closes the gap where services firms typically lose 5 to 8 percent of earned revenue to write-offs, rebills, and disputes.
Every AI agent, copilot, or model your firm deploys inherits the quality of the records it reads. A proposal-drafting agent that opens to the wrong client hierarchy, or a staffing agent pulling stale availability data, doesn’t fail loudly. It fails silently and at scale. Profisee gives every AI workflow a single, current, governed record to act on.
