Industry — Professional Services
AI-powered delivery. Governance your clients trust.
Consulting, legal, and advisory firms use MarqX to automate engagement ops — from SOW execution to deliverable tracking to billing reconciliation — with the audit trail enterprise clients require.
40%
reduction in engagement admin overhead
3 days → 4hrs
billing cycle processing time
100%
deliverable handoffs tracked and logged
Use cases
Professional services built for accountability
Engagement workflow automation
SOW milestones, approval gates, and client sign-offs tracked automatically. No missed deliverable, no disputed billing.
AI-assisted research and drafting
AI agents draft analysis, reports, and recommendations grounded in your firm's knowledge base. Human review gates on all client-facing output.
Billing and utilization reconciliation
Match consultant hours to SOW commitments and billing schedules. Exceptions surfaced for partner review before invoice generation.
CRM + project tool integration
Connect Salesforce, Jira, and your billing system. Engagement data flows automatically — no manual status updates.
Margin and utilization monitoring
Real-time view of engagement profitability, consultant utilization, and scope creep risk across all active engagements.
Client audit trail
Every decision, approval, and deliverable handoff logged immutably. Client disputes resolved in minutes, not weeks.
Run tighter engagements. Win bigger clients.
See how MarqX automates your engagement ops and creates the governance paper trail enterprise clients require.