Professional Services
## The challenge professional services firms face Consultancies, law firms, accountants and other professional services businesses manage client relationships, project delivery and business performance across tools that rarely talk to each other. Time is captured in one place, billing in another, performance goals somewhere else — and keeping everything aligned takes more effort than the work itself. ## How Hub helps **Hub Core Platform** gives your team custom objects, dashboards and activity history shaped around your own processes — clients, engagements, deliverables, or whatever your business tracks. Use AI assist to help design and search your workspace without learning a new system. **Hub Finance** brings budgets, accounts and transactions together. Plan operating costs by period, import bank statements, apply transaction rules and reconcile balances. Cash forecasting shows where balances are heading based on committed inflows and outflows. **Hub Goals & KPIs** connects business objectives to live workspace data. Define targets calculated from your own records, use pacing views to see whether results are on track, and give leadership a consistent basis for reviews. **Hub Forms** captures structured client information directly into workspace records — enquiries, onboarding questions, intake briefs — with booking and payment in the same flow where needed. **Hub Sites** lets you publish a branded client portal where customers can access the records that concern them, reducing back-and-forth over documents and status updates. **Hub Agents** can answer common client questions through a website chat widget and handle structured operational tasks — classification, research and record updates — with human approval before changes are applied. ## The practical benefit Client context, project records, financials and performance measures sit in the same workspace. Your team spends less time chasing information across systems and more time delivering the work clients are paying for.