Industries · Professional Services
Intake, scope, staff, deliver, bill. The gaps between are where hours leak.
Consulting firms, agencies, and managed service providers. Navon handles the coordination between sales, delivery, and finance.
One engagement touches five systems and four functions before the invoice goes out.
HubSpot or Salesforce owns the deal. Jira, Asana, or Monday owns the work. Harvest and a shared drive own time and documents. QuickBooks or NetSuite owns the books, and email carries the hand-offs. The tools are fine. The coordination between them is where the hours leak.
The operating model
Every record enters once. The layer does the walking.
Today each of these systems is wired to the others by a person: re-keying, forwarding, chasing. Navon sits underneath as one coordination layer. A lead, a scope, or a week of time entries enters once, routes itself, and lands in the system that owns it, with the hand-offs logged.
Your systems stay. The re-keying goes.
How the money moves
The engagement lifecycle.
Lead to invoice and renewal. Five stages that today run in five tools, owned by different functions, stitched together by email and Slack.
With Navon, one record carries the engagement end to end. This is where we start.
Advisory-led
What an engagement deploys in professional services.
An operational audit first. Then a scoped mix built for how your firm actually runs: routed intake, automations, and managed AI agents, each inside an approval path.
- Intake from form, email, or referral; partners and delivery teams install nothing
- A scoped mix of automations, routed intake, and managed agents, each with a named owner
- HubSpot, Salesforce, Jira, Asana, QuickBooks, and NetSuite stay the systems of record
Advisory engagements are live across professional services operations today. The platform extends here by design.
Six workflows we automate first.
Identified by your partners and practice leads. Each one replaces something a person is doing manually, work that has been quietly eating billable hours. Pick one to see it as it runs.
Lead intake and qualification
Inbound from form, email, referral, and warm intro. Classified, enriched, routed to the right partner or practice lead with the context pre-pulled. Nothing sits in a shared inbox.
ReplacesManual triage across CRM and email
Advisory leads. Automations do the work. The platform hosts it.
For professional services firms, here is what each practice line looks like.
Operator-to-operator.
Interviews with partners, practice leads, delivery managers, and finance. Intake-to-bill walk-throughs. Written findings, phased plan, and sign-off from the partners who own the work before anything gets built.
Intake, staffing, billing.
Lead intake and qualification. Scope and proposal prep. Staffing and utilization. Time and status collection. Billing coordination. Renewal and expansion signals. Each scoped discretely, sequenced by impact on billable hours. Where the work justifies it, managed agents carry a flow end to end, always inside an approval path with a named owner.
The layer it grows into.
As the automations compound, the platform consolidates them into one governed layer: leads, scopes, staffing, time, invoices, and renewals in one place with structured ownership, and Nova, the operations assistant, working inside it. It is live in construction operations today and architected to extend here. Runs in your cloud, your VPC, or fully local. Your existing systems stay.
See where this lands inside your firm.
A professional-services-specific intake. Five minutes, straight answer.
Professional services questions.
The operational questions partners ask before the first call.
We are a [consulting firm / agency / MSP]. Does this fit?
How does this work with HubSpot, Jira, Asana, or whatever we already run?
What about utilization and partner economics?
We bill hourly, on retainer, and fixed-fee. Does that complicate things?
What does a first engagement look like?
Where does our data live?
Ready to see this inside your firm?
Start with a conversation. We walk through how your firm runs today and where the gaps are worth fixing first.