Your firm deserves tools that work like you do
Manage projects with full visibility, centralize every client relationship, automate deliverable approvals and keep your team collaborating in one place. AI-powered platform for consulting firms, law offices and professional services.
All your projects on one board: progress, owners and deliverables at a glance.
Four issues slowing down your firm
Professional services firms lose profitability when information is scattered, projects move without visibility and approvals stall. These are the most common problems.
Projects with no visibility into progress or hours spent
Clients asking for updates and nobody has the full context
Approvals delayed by endless email chains
Information scattered across people with no central documentation
Is your team managing projects with spreadsheets and email threads?
There is a better wayTools built for professional firms
Full visibility into every project
Organize each engagement into phases with deliverables, owners and deadlines. The board shows the status of every project in a single view. Spot delays before they escalate and reassign resources with one click.
Every client with full context
Visual pipeline to manage prospects, proposals and active clients. Each profile centralizes interaction history, documents, team notes and linked projects. When a client calls, anyone at your firm has the context to respond.
Deliverables assigned, owned and dated
Every task is linked to a project, has a clear owner and a due date. Your team knows exactly what to deliver and when. AI agents send automatic reminders when a deadline approaches or when a task has been stalled for days.
Approvals without email chains
Define approval workflows for deliverables, proposals or budgets. The system notifies each approver in order, captures comments and digital signatures. When a partner signs off, the team knows instantly. No lost emails, no duplicate versions.
Everything your firm needs
Nabú includes the modules a professional services firm uses every day. No complicated integrations: everything works together from day one.
Projects
Tasks
CRM
Approvals
Collaborative Notes
AI Agents
About Nabú for professional services
Yes. Nabú is built for consulting firms, law offices, marketing agencies, architecture studios and any professional services company. The projects, tasks and CRM modules adapt to deliverable-based workflows, billable hours and recurring client engagements.
The Projects module organizes each engagement into phases with deliverables, owners and deadlines. You can see the progress of every project on a single board, spot bottlenecks early and reassign resources before a project falls behind.
Yes. The Nabú CRM includes a visual pipeline where you manage prospects, sent proposals and active projects. Each client has a profile with interaction history, documents and team notes. The AI agent can send automatic follow-ups so no opportunity goes cold.
Yes. The Approvals module lets you create workflows where deliverables go through reviews and sign-offs before reaching the client. You define who approves, in what order, and the system automatically notifies each approver. No email chains, no lost files.
Every project has a workspace with real-time collaborative notes, tasks assigned by person and an integrated chat. AI agents can summarize progress, generate meeting minutes and notify the team about scope changes or approaching deadlines.
Organize your firm's projects, centralize clients and automate approvals with AI.
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