Propesity Intelligence for Professional Services

Know What Your Clients Need Next.

Propense analyzes your firm's data and market signals to surface the right service for each client before they ask. The instinct your best advisor has built over decades, available to every partner in the firm.

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In every professional services firm, a handful of partners have an uncanny ability to anticipate what clients need. They read the signals, connect the dots, and show up with the right service at the right moment.

The problem isn't talent. It's that this instinct lives in a few heads. It doesn't live in your CRM, your service catalog, or your firm's data. Most opportunities never get surfaced. Most clients use a fraction of what you offer.

Propense changes that. We turn your firm's data, your service offerings, and market signals into proactive recommendations for every partner, on every client, every day.

Here's What We Do

Four Signals. One Advisor For every partner at your firm

Whitespace

What Every Client Should Have.

We map client similarity and the journeys your most successful clients take with your firm — surfacing under-utilized services and the next likely engagement for every account.

Clear Visibility into Service Opportunities

Trigger Events

When The Window Opens.

We monitor public events — M&A activity, regulation changes, leadership moves, funding rounds — and connect them to the exact service your firm can offer in response.

Know When to Act

Prospecting

Where Successful Clients Start.

Understand and Visualize the Client Journey with your most similar clients, ideal starting services, and top client needs.

Convert Prospects to Clients

Activation

Partner Ready. In their Voice.

One-click email drafts referencing the exact signal, written in the partner's voice. Zero dashboard logins required — the AI comes to them.

Leverage Pre-Drafted Emails

Accounting & Advisory

For Accounting

For CPA firms looking to deploy the full breadth of their tax, audit, and advisory practices. Connect to your existing CRM, engagement, and billing systems — start surfacing cross-serve opportunities in weeks, not quarters.

Law & Legal Services

For Law Firms

For law firms ready to coordinate practice groups around a single view of the client. Identify white space, anticipate matter needs from market signals, and turn relationship-partners into firm-wide rainmakers.

Consulting & Advisory

For Consulting Firms

For management consulting, IT services, strategy advisory, and AEC firms that sell expertise across multiple capabilities. Surface white space across your practices, and turn every principal relationship into multi-engagement growth.

Propense gives our partners confidence going into client conversations. It arms them with data and insights so they are not relying on hope or a hunch. It helps us put the client at the center and act on real opportunity.

Marc Silverman

Go-To-Market Leader | Aprio

Propense quickly delivered meaningful impact by refining our engagement hierarchy within IRS Star, giving us a clearer view of the work we do for our clients and enabling us to anticipate and meet their needs more proactively.

June Landry

Chief Marketing Officer | KLR

Propense.ai is about moving from advisor intelligence to artificial intelligence. How can we replicate what the perfect advisor is able to do? By using machine learning, artificial intelligence, and data sources that can be combined to replicate that perfect advisor's brain to identify all opportunities.

Mitch Reno

Director of Client Experience | Rehmann

LBMC is primarily known as an award-winning accounting and advisory firm, but we do so much more for our clients. Propense.ai has brought the concept of data-backed recommendations to the B2B industry. Accurately identifying necessary services to current clients, beyond the work we are already doing for them, seems like a simple concept, but it's revolutionary for our industry.

Suzanne Reed

Chief Growth Officer | LBMC

Propense helps us showcase the full breadth of our services and use AI to pinpoint what a client is most likely to need next. It gives our teams a clear, practical way to level up client service and drive growth across the firm.

Karen Burns

Principal, Growth Department | Sensiba

For the past 32 years I’ve worked inside professional services firms or have been a client of those firms, and I feel very confident in saying that nobody has cracked this nut. I suspect a big part of the challenge has always been that psychologically it is harder to be rejected by an existing client than a stranger, which is one of many reasons that people don’t swing the bat enough with existing clients. If your firm’s data-based recommendations result in a higher success rate, that will be a game changer.

Ron Provenzano

Chief Operating Officer | Bennett Thrasher

If you can not just answer the needs of your clients, but anticipate the needs of your clients, you become their “true” trusted advisor. This is a painless sales cycle.

Bruce Ditman

Managing Partner | Chief Seconds

From a competitive advantage, this tool will help with client retention by solving more problems for your clients and stopping them from going to someone else who may be a competitor.

Jeff Antaya

Former CMO (Plante Moran) | Industry Advisor

If someone asks a question about our clients, I go to Propense first because it's configured our data in a way I can actually manipulate.

Tyler Houk

Sr. Growth & Strategy Associate | Bennett Thrasher

Technology like Propense.ai is allowing us to get the data that we have already in our platforms more accessible and action oriented.

David Toth

Chief Growth Officer | Winding River Consulting

Know What Your Clients Need Next.

Unlock Cross-Selling Today

Every opportunity, ranked and ready for the next client conversation.

Here's What We Do

Four Signals. One Advisor For every partner at your firm

Whitespace

Trigger Events

Prospecting

Activation

Industries We Serve

Built for the firms whose work depends on relationships.

For Accounting

For Law Firms

For Consulting Firms

What could Propense do for your Firms Growth?

Connect with a Propense Team Member to schedule a working session to see how your firm could grow with Propense today.