Platform
One layer. Every insight.
ProLens sits on top of your project management tools and transforms raw project data into operational intelligence. No migration required.
The shape of it
Connect once. Watch everything come into focus.
Your project management tools stays the source of truth. ProLens reads, computes, and surfaces the operational signals your firm runs on every day.
Your project management tools
BQE · Deltek · Productive · Harvest · Unanet
ProLens
AES-256 encrypted
You
Dashboard · Portals · Pulse
Never writes to your project management tools. Your source of truth stays untouched.
Reads on a 15-minute cycle and recomputes the operational signals.
Data stays where it is. No rewiring, no exports, no rebuild.
16+
Dashboard widgets
9
Intelligence pages
30
AI-powered features
4 live, 6+ planned
Supported platforms
Free, always
Client portal cost
Feature showcase
Every surface, every intelligence, every widget.
ProLens is built around twelve domains. Each one stands on its own; together they form a single layer across your projects, people, finances, and clients.
Deal Health Scores no CRM can generate alone
Every pursuit graded A through F by combining stage velocity, client payment history, satisfaction data, and team capacity. The intelligence layer between your CRM and your PSA.
Free portals for every project. No other tool offers this.
Your clients log in and see project status, milestones, documents, and outstanding invoices. Updated automatically from your data. Unlimited seats, always free.
AI that reads your data every morning
30 AI features across 9 pages. Daily briefings, deal scoring, budget analysis, revenue outlook, and compliance monitoring. Your data is anonymized before AI processing and never used for model training.
Revenue
Monthly pacing, unbilled exposure, and realization
See revenue by project or by client. 12-month trend charts. AI highlights declining revenue, low realization, and collection risks. Revenue Outlook projects the next quarter with PM overrides.
- By Project and By Client grouping
- Unbilled exposure tracking (the invisible revenue leak)
- Realization rate analysis (billed vs logged hours)
- Revenue Outlook with PM override storage
- Expandable project detail with invoices and AI analysis
- Cross-page deep-linking to Budget, Projects, and Pulse
Weekly Pulse
AI-drafted client updates. PMs review. One-click publish.
Access & Permissions
Role-based data scope. Imports from your platform.
Custom KPIs
Formula builder for the metrics your firm cares about.
See it
A few things every principal opens first.
Real screenshots from the platform. Click any image to expand.
Executive dashboard
Revenue Pulse (AI daily briefing)
Client portal (always free, unlimited seats)
Integrations & Security
Connect in minutes. Built for how A/E firms handle data.
Your data stays in your project management tools. ProLens reads it, never writes to it. SOC 2 aligned, row-level security, AES-256 at rest, TLS 1.3 in transit.
Before & After
See the difference intelligence makes.
Your project management tool gives you raw data in tables. ProLens transforms it into insights you can act on.
Revenue Reporting
From spreadsheet to intelligence
| Month | Invoiced | Collected | Outstanding |
|---|---|---|---|
| Jan 2026 | $165,000 | $165,000 | $0 |
| Feb 2026 | $134,000 | $128,000 | $6,000 |
| Mar 2026 | $156,000 | $148,000 | $8,000 |
| Apr 2026 | $141,000 | $132,000 | $9,000 |
| May 2026 | $98,000 | $45,000 | $53,000 |
Hover to compare
Utilization Tracking
From numbers to action
| Employee | Billable | Non-Bill | Total | % |
|---|---|---|---|---|
| Marcus Webb | 32.5h | 4.0h | 36.5h | 81% |
| Elena Vasquez | 31.0h | 5.5h | 36.5h | 78% |
| James Okafor | 35.0h | 2.0h | 37.0h | 88% |
| Priya Patel | 36.5h | 3.0h | 39.5h | 91% |
| Ben Nguyen | 27.0h | 8.5h | 35.5h | 68% |
| Rachel Torres | 29.0h | 6.0h | 35.0h | 72% |
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Collections Intelligence
From aging report to action plan
| Client | Current | 31-60 | 61-90 | 90+ | Total |
|---|---|---|---|---|---|
| Meridian Dev. | $42,000 | $0 | $0 | $7,800 | $49,800 |
| Novak Properties | $12,000 | $0 | $0 | $18,500 | $30,500 |
| Copper Ridge | $8,000 | $24,000 | $0 | $0 | $32,000 |
| Trident Capital | $35,000 | $0 | $0 | $0 | $35,000 |
| Lakeview Partners | $27,296 | $0 | $0 | $0 | $27,296 |
Trident Capital $35K · Lakeview $27K · +5 more
Copper Ridge HOA $24K (2 invoices, slowing)
Novak Properties $18.5K (94 days, was 25-day payer)
Payment Trends
- Copper Ridge HOA25d78d
- Novak Properties22d94d
Escalate Novak Properties Invoice #1847 ($18,500, 94 days). Their payment velocity has slowed from 25 days to 94 days since November. Copper Ridge HOA has $24,000 across two invoices and their client satisfaction score dropped to 3.1 this week. Recommend a principal-to-principal call before end of month.
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Capability tiers
Built to scale with your firm.
ProLens grows with your practice. Start where you are; upgrade when capability calls for it. Talk to us about which tier fits.
Tier
Studio
5-15 peopleOne integration with your project and financial tools. Executive dashboard. Weekly Pulse. Client portals. Everything a small studio needs to run smarter.
- 1 integration with your project and financial tools
- Executive dashboard
- Weekly Pulse workflow
- Branded client portals
Client portals included. Always free. Unlimited seats.
Tier
Practice
16-50 peopleMulti-team views. Pipeline tracking. Profitability analysis. Engagement analytics. Client portal AI. The toolkit for firms that are scaling.
- Multi-team dashboards
- Pipeline & profitability
- Engagement analytics
- Client portal AI insights
Client portals included. Always free. Unlimited seats.
Tier
Firm
51-150 peopleCustom domain portals. Resource forecasting. Industry benchmarking. API access. Advanced integrations. Enterprise-grade intelligence.
- Custom-domain portals
- Resource forecasting
- Industry benchmarking
- API access
Client portals included. Always free. Unlimited seats.
Tier
Enterprise
150+ peopleCustom. Everything in Firm plus white-label portals, SSO/SAML, dedicated support, SLA, and custom intelligence builds.
- White-label portals
- SSO/SAML
- Dedicated support & SLA
- Custom intelligence builds
Client portals included. Always free. Unlimited seats.
ProLens subscribers receive preferred rates on ProCatalyst A/E staffing services.