Smart Insights for Professional Services
Track project profitability. Monitor resource utilization. Reduce churn.
Fisor equips consulting, legal, and agency teams with real-time visibility into workload, client health, and financial efficiency.
Problems We Solve
Low Project Profitability Visibility
Understand which clients or teams are driving margin — or losing money.
Underutilized Talent
Track billable hours and staffing gaps across roles and accounts.
Missed Churn Signals
Detect early warning signs of client dissatisfaction and upcoming loss.
Professional Services Insight Engines
| Module | What It Does |
|---|---|
| Project Profitability Analyzer | Breaks down revenue vs time investment across accounts. |
| Utilization Tracker | Identifies which staff or teams are under- or over-utilized. |
| Client Churn Radar | Flags risks using feedback trends, billing gaps, and scope changes. |
| Billing Forecast Engine | Predicts future revenue based on current pipeline + hours logged. |
Built for Managing Partners, Ops, and Finance Teams
These features are currently under development. We’re building toward faster, clearer service business intelligence.
Live Engagement Dashboards
Monitor project health, billing status, and red flags in one view.
Coming soon
Role-Based Utilization Views
Understand utilization by skillset, department, or title.
Coming soon
Client Retention Scorecards
Track win/loss likelihood by sentiment and billing consistency.
Under development
Revenue Recovery Monitors
Flag unbilled hours, over-servicing, or scope leakage in real-time.
Planned Q4 release
Results You Can Expect (Soon)
These are the KPIs we’re targeting as we roll out Fisor to more professional service teams.
Up to 20% Increase in Billable Utilization
By spotting under-capacity roles before they become idle.
Goal for v1.3
Faster Profitability Snapshots
Visualize gross margin per account without a spreadsheet.
In pilot testing
Reduced Client Churn
Intervene on accounts showing early signs of disengagement.
Coming soon
Fewer Missed Billing Opportunities
Catch unbilled hours and recapture revenue automatically.
Planned Q4
Connect Your Tools
Whether you use spreadsheets, time trackers, or a full-stack PSA — we’re building integrations to match.
Time Tracking Tools
Connect Harvest, Clockify, or Toggl to analyze logged hours.
Project + Task Boards
Sync Asana, Trello, or Monday.com for effort vs outcome metrics.
Accounting + Invoicing
Pull invoice, WIP, and payment history from QuickBooks or Xero.
CRM & Client Notes
Bridge HubSpot or Salesforce to align feedback with churn signals.
Resource Management Tools
Link Float or Forecast to optimize allocation in real time.
Live KPI Alerts
Get real-time nudges for hours missed, scope risk, or client silence.
Why Fisor?
We help service firms track project profitability, reduce client churn, and improve team utilization — without complex setup or dashboards.
Start managing with visibility.