Propense.ai Case Studies

How Propense is Helping Firms

Propense Client Benchmark

Firms Using Propense Demonstrate Stronger Cross-Sell Performance After One Year

We recently reviewed cross-selling performance across firms that have been using Propense for a year or more. The results point to a clear pattern: firms using Propense are identifying more client opportunities and realizing measurable improvements in cross-selling outcomes.

Screenshot 2026-01-06 at 3.14.18 PM

 

Read More
LBMC

How LBMC Scales Cross-Service Insights with Propense

With Propense, LBMC introduced a data-driven approach that helps surface high-value opportunities at scale and encourages the right professionals to collaborate around each client’s evolving needs. The result is a more proactive, firm-wide process for expanding relationships and delivering comprehensive client service.

Read More
Sensiba

How Sensiba Is Rolling Out Propense Firmwide

With Propense, Sensiba is rolling out a phased, adoption-focused approach designed to build confidence and encourage consistent use. Guided practice sessions and real client use cases help teams quickly apply insights in their day-to-day client work and collaborate more effectively across the firm.

Read More
Aprio

How Aprio Unlocked Hidden Revenue in Its Client Base with Propense

With Propense, Aprio gained a clearer view of cross-service opportunities across its client portfolio and equipped partners with data-backed insights to guide more strategic client conversations.

By analyzing client engagement data and service history, Propense helped Aprio identify where clients were only using a small portion of the firm’s nearly 350 service offerings. These insights surfaced opportunities for partners to expand relationships, engage additional economic buyers, and bring more relevant services into client discussions, strengthening pipeline and supporting organic growth.

Read More
KLR

How KLR Unlocked Deeper Client Insights with Propense

With Propense, KLR refined its engagement hierarchy to create a clearer, more granular understanding of every client relationship and to better anticipate client needs.

 

Read More
Bennett Thrasher

How Bennett Thrasher Has Created Routine Within Cross-Service

With Propense, the firm can now analyze its time and billing data to uncover clients with new business opportunities and bring data-driven insights into BD conversations.



Read More
Accounting

Propense for Accounting.

Learn More
Legal

Propense for Legal.

 

Learn More
Propense logo

Propense.ai Blog

Tim Keith

Introducing Hatfield, The 24/7 AI Client Service Partner for Busy Accounting and Legal Professionals

Tim Keith

Can the Right Tech Create More Activity, in Less Time?

Jeff Antaya

How to Use the Annual Review to Weave Cross-Serving into Your Accounting Firm

Propense.ai

Announcing our law firm beta: what I learned from interviews with 40+ law firm leaders

Jeff Antaya

Get More of Your Marketing Initiatives Approved with a Strong ROI

Alan Whitman

Re-Thinking "Cross-Selling": 4 Steps to Better Client Service & Increased Revenue

Tim Keith

Make Cross-Selling a Daily Habit With These Tips & Tools for Accounting Firms & Professionals

Tim Keith

How AI Can Guide Introverts to Success in Professional Services

Tim Keith

Challenges Private Equity-Backed Accounting Firms are Facing and How to Overcome Them

Propense.ai

Why Enterprise Tech Platforms are Failing the Professional Services Sector

Tim Keith

AI Adoption: Why Firms Can’t Afford to Play the Waiting Game

Propense.ai

How to Position Your Firm for Growth Amid Capacity Challenges