AI built for professional services firms
Your firm runs on people and client relationships. Olive Branch helps consulting, legal, and financial services firms win and serve clients better, deploy talent smarter, and hire the people who bill the work.
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Professional services run on billable hours and lose too many of them.
Every engagement depends on the same scarce resource: skilled, billable time. Yet too much of it goes to intake, follow-ups, and admin that never reaches an invoice. Client requests scatter across channels. Utilization only becomes clear after the quarter closes. And the talent your firm is built on is harder to hire than ever. Olive Branch addresses all three pressures on one platform.
OPERATIONAL PRESSURES
- ✕Senior talent spending billable hours on intake and administrative work
- ✕Client requests fragmented across email, calls, and portals
- ✕Utilization and capacity visible only in hindsight
- ✕Slow, competitive hiring for the people who drive revenue
How Olive Branch serves professional services firms
Three products, mapped to the three things your firm runs on: clients, capacity, and talent.
SENTIO — CLIENT RELATIONSHIPS
Understand every client conversation, so nothing slips and every relationship gets the attention it's worth.
CANOPY — CAPACITY AND UTILIZATION
See who's billable, who's available, and where demand is heading, in real time.
AIRA — TALENT ACQUISITION
Hire the consultants, associates, and analysts your engagements depend on, faster.
Client conversation intelligence
Sentio analyzes client intent, sentiment, and risk signals across calls, chats, and email in real time. Partners and engagement leads get a clear read on every relationship, and intake requests get captured and routed automatically instead of sitting in an inbox.
- ✓Automated intake capture and routing across every channel
- ✓Sentiment and intent detection on client conversations
- ✓Automatic flags when a relationship needs partner attention
Capacity, utilization, and engagement planning
Canopy replaces spreadsheet forecasting with a live view of your firm's capacity. Know who's billable, who's on the bench, and where demand is heading, so you can staff engagements to real pipeline and protect margins before they slip.
- ✓Real-time utilization and capacity across teams and offices
- ✓Demand forecasting that aligns staffing to pipeline
- ✓Early warning on under- and over-utilization
AI-driven talent acquisition
In professional services, hiring is growth. AIRA automates sourcing, screening, and scheduling through voice and chat AI, so your firm fills billable roles faster and never loses a strong candidate to a slow process.
- ✓Automated sourcing and first-round screening
- ✓Interview scheduling and candidate updates handled end to end
- ✓Faster time-to-fill for the roles that drive revenue
One platform for the whole firm
Designed for high efficiency and total operational control.
HIGHER UTILIZATION
Free senior talent from admin and return more of every day to billable work.
STRONGER CLIENT RELATIONSHIPS
Respond faster, capture every request, and give each client the attention it deserves.
BUILT-IN CONFIDENTIALITY
Enterprise-grade encryption and role-based access, backed by ISO 27001 and PCI DSS, on every engagement.
Proven impact across professional services firms
Real operational gains from production deployments.
Billable Utilization
Recovered senior capacity
Client Response Time
Faster first response
Intake Handled Automatically
Requests triaged by AI
Time-to-Hire
Faster billable-role hiring
Frequently Asked Questions
Everything you need to know about our products, solutions, and how we work.
Consulting, legal, financial services, accounting, and other professional services firms that run on client engagements and billable talent.
Every engagement runs on enterprise-grade encryption with role-based access controls, backed by ISO 27001 and PCI DSS. Client confidentiality is built in, not bolted on.
No. Sentio, Canopy, and AiRA work independently or together. Most firms start with one priority and expand.
Enterprise-grade encryption and role-based access controls are built in, backed by ISO 27001 and PCI DSS.
Yes. Olive Branch connects to the practice management, CRM, and communication tools your firm already uses.
Ready to run professional services with AI?
talk with our team to deploy Olive Branch AI for your organization.
