Runpoint
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Run the firm from the first client call to cash.

Pipeline, scope, staffing, delivery and billing in one system built around how your firm sells and delivers, so partners see trouble while there is still time to act.

Start with discoverySee the results
A small team of consultants working through a client plan at a long table
Foundation · Command center
The Runpoint OS command center: ending cash, booked to billed and delivery margin, the pipeline by stage and the week's to-dos. Sample data.

Runpoint Foundation, shown with a sample firm's data

One engagement passes through three teams before the firm gets paid.

Each hand-off is a chance for the scope, the people or the hours to get lost.

One engagement, step by step
  1. 01Client call notes on the record · Sales
  2. 02Scope from past work · Sales
  3. 03Proposal priced and sent · Sales
  4. 04Staffing skills and dates · Delivery
  5. 05Delivery against the scope · Delivery
  6. 06Time logged by project · Delivery
  7. 07Invoice from the hours · Finance
  8. 08Cash collected · Finance
The usual order of the work in the firms we have built for.

Margin slips away in the hand-offs, long before finance sees it.

  1. .01

    Sales to scope

    Every proposal starts from a blank page, even when the firm has done the same work before.

  2. .02

    Scope to staffing

    Delivery inherits a promise it did not shape, then hunts through chats and spreadsheets for people.

  3. .03

    Delivery to margin

    Work beyond the scope shows up in the monthly review, after the hours are spent.

  4. .04

    Time to cash

    Late time entry and separate billing slow invoices and make the numbers hard to trust.

We rebuilt our own firm first, and a proposal went from two days to an hour.

Client calls now feed proposals and the CRM, and staffing, hiring and finance work from the same records.

A firm's leaders reviewing a project plan together

Runpoint

2 days → 1 hour

From the kickoff call to a proposal ready for the client

4 systems

CRM, staffing, hiring and finance on one set of records

Most firms start with the proposal, then build out from there.

We pick one hand-off, measure what it costs today, and build the fix around how your people already work.

  1. 1Proposals and statements of workDrafted from the client call and the firm's past work, ready for a partner to edit.
  2. 2Skills and availabilitySee who is free and who has done this kind of work before you commit to dates.
  3. 3Scope, project health and marginWork drifting past the scope gets flagged in the week it happens.
  4. 4Time, billing and collectionsHours turn into invoices without a second round of checking.

A good fit when

  • Long sales cycles with several people to win over
  • Repeat work that still gets rebuilt for every client
  • Staffing decided across partners, chats and spreadsheets
  • Project trouble and margin show up too late

Where does your firm lose the most time between the sale and the cash?

Tell us about the hand-off that hurts. We'll map it with your team and say what a first build would return.

Start with discoveryAll industries