Pricing

Two ways to put your firm's data to work.

Start with the Data Engine that grows accounts and drives better prospect results. Add Hatfield's agentic layer when you're ready to put it in every partner's hands.

Core License

Data Engine

The insights and intelligence layer that grows your accounts.

For firms that want to identify their top cross-serve opportunities, give every team the visibility to act on them, and bring data-driven accountability to growth. Designed for BD teams, marketers, partners, and practice leaders putting insights into every account conversation and every prospect pursuit.

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Annual license, scales with firm size
  • Unlimited user licenses - decide who gets access to the insights
  • Data Integrations - across time & billing, CRM, engagement, and relationship intelligence systems
  • Client Data Enrichment - industry, sub-industry, revenue, headcount, NAICS, and firmographics
  • Propense Data Science Models - for cross-selling & prospecting intelligence
  • Propense Web Application - Dashboards, Clients, Prospects (up to 1,000), Recommendations, and Roadmaps
  • Service Taxonomy - 1,000+ unique services and educational data
  • Propense Curated Market Insights - identifies clients with niche service needs
  • CRM Integrations - HubSpot, Dynamics, and Salesforce
  • Standard training and support - with a dedicated CSM
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For Firms Building With AI

Plug Propense into your firm's AI use cases.

Most professional services firms don't have the years of taxonomy work, the integrations into Time & Billing, CRM, and engagement systems, or the labeled training data that internal AI initiatives need.

Propense's data layer is available as an MCP (Model Context Protocol) endpoint, so your AI development team can skip the dataset bottleneck and start building. Use Propense as a high-quality, proven source of professional services intelligence that your custom AI tools can reference with the accuracy partners actually trust.

Common questions.

If you're somewhere between the two, we can talk through what makes sense.

Who is the Data Engine for?
Firms looking to identify their top cross-serve opportunities and bring real visibility and accountability to firm-wide growth. The Data Engine is the core license tier. It gives growth leaders, BD teams, marketers, partners, and practice leaders the insights they need to expand existing accounts and win better prospect outcomes.
Can I start with the Data Engine and upgrade to the AI Growth Engine later?
Yes. Many firms start with the Data Engine to get the insights and intelligence layer running, then add the AI Growth Engine when they're ready to put Hatfield's agentic outreach into every partner's hands. The data layer is the same in both tiers, only the application surface changes.
How long does deployment take?
Both tiers deliver initial insights within the first 2-3 weeks of integration. Training and rollout for your professionals and internal teams follows after that to drive adoption across the firm.
How do firms typically roll Propense out across their teams?
Both tiers come with unlimited user licenses, so you decide who gets access to the insights. Some firms centralize the platform with their BD team, which brings ranked opportunities directly to partners. Our best-performing firms roll it out broadly to every professional across the firm.
How does pricing work?
Both tiers scale based on the size of your firm. Most clients see ROI within the first 3 months and it snowballs from there - it only takes a few cross-sells Propense identifies for your team for the platform to pay for itself. Talk to us for a quote built around your firm.
Is my firm's data ever shared with other clients?
No. Every firm's data stays unique to that firm. If two of our clients happened to share the same client with different service histories, the insights each firm would see for that client would be different - based on each firm's own service history and most-likely-next services. Every recommendation is tailored to your firm.
Which systems do you integrate with?
CRM (Salesforce, HubSpot, Dynamics 365), Time & Billing (STAR, Aderant, Elite, ProStaff), Relationship Intelligence (Introhive), Buyer Intent (Bombora, 6sense), Customer Feedback (Qualtrics, Medallia), and Data Warehouses (Snowflake, Fivetran). Custom APIs are supported on both tiers.

Not sure which fits? Let's talk.

Thirty minutes is enough to figure out the right path. We'll walk through what Propense would find inside your firm's data.