ExpandPro Enterprise · Built for professional services firms
Your firm has the expertise. We connect the infrastructure.
Turn established client relationships into more scalable advisory services. Connect workforce intelligence, assessments, proposals, client delivery, and reporting—without piecing together another technology stack.
Designed for multi-advisor teams and established client relationships
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Firm Command Center
Advisory activity and workforce intelligence
IntelligenceAdvisorsClientsServicesDeliveryReporting
Your professionals provide the judgment. ExpandPro connects the work.
Connected advisory work, across professional specialties.
Accounting & CPAHR & OD AdvisoryManagement ConsultingFractional CFO & Business Advisory
Your advisors shouldn’t have to build the same engagement from scratch.
When research, service design, client work, and reporting live in separate systems, scaling advisory work gets harder with every new client.
Inconsistent advisory delivery
Opportunities hiding in plain sight
Hard-to-demonstrate impact
Find opportunities. Deliver consistently. Grow together.
Find more advisory opportunities
Bring market research, company signals, and client intelligence into the conversations your advisors already have.
Deliver with greater consistency
Use a shared foundation for diagnostics, assessments, analysis, proposals, and client-facing work.
Operate as one connected firm
Support the transition from individual advisor workflows to coordinated, firm-wide advisory operations.
From market signal to client outcome.
Discover
Identify relevant market shifts and client needs.
Investigate
Review signals, context, and supporting evidence.
Propose
Create an appropriately scoped advisory engagement.
Diagnose
Assess organizational priorities and potential barriers.
Deliver
Coordinate interventions and client work.
Measure
Review progress and inform the next advisory decision.
A starting point for your practice.
Build the advisory practice your clients already need.
Use your existing client relationships to open informed conversations about workforce alignment, AI readiness, management capability, and execution risk—supported by a structured service and delivery system.
Illustrative use case: An existing accounting client is expanding. Your advisor investigates workforce implications and proposes a properly scoped alignment assessment.
A connected platform—not another isolated app.
ExpandPro already connects core consultant operations with client delivery, diagnostics, learning, and reporting. The firm experience is designed to extend those capabilities, not replace them.
Explore the service catalog
Everything your advisory teams need to stay connected.
Intelligence Terminal
Market trends, research, company signals, and consultant-relevant insights in a connected workspace.
Diagnostics & Analysis
Structured intakes, organizational assessments, Contradiction Index insights, and advisory analysis.
Service Catalog & Proposals
Use configurable offerings and firm-approved packages rather than inventing every scope from zero.
Advisors & Practice Groups
Scope the roles, teams, service lines, and authorized visibility your firm needs.
Client Delivery & Reporting
Connect client records, engagement activity, executive reports, and ongoing intervention follow-up.
Firm Governance & Branding
Plan the firm identity, service standards, permissions, and approval processes appropriate to your rollout.
Built to fit the size and ambition of your practice.
Firm Starter
For smaller firms launching a structured advisory practice.
Custom quote
- Core consultant workspace
- Client and engagement workflows
- Configurable advisory services
- Core intelligence and reporting
Firm Professional
For established firms coordinating multiple advisors and service lines.
Custom quote
- Shared team and practice visibility
- Firm service configurations
- Expanded intelligence workflows
- Firm-oriented reporting and governance
Enterprise
For larger or multi-practice organizations with complex needs.
Custom quote
- Multiple practices and teams
- Advanced governance and approvals
- Integration and reporting requirements
- Tailored rollout and onboarding
Questions firm leaders ask.
Is this another CRM or HR software product?+
ExpandPro connects practice-management functions to advisory delivery, supporting the workflow from client conversation to diagnostics, recommendations, and reporting.
Can our advisors keep their current clients and branding?+
The client relationship stays with your firm. Branding, permissions, and available white-label options are confirmed during scoping.
Can we use ExpandPro internally as well as with clients?+
We can discuss a rollout for your firm’s own operating priorities and authorized client engagements.
Do our advisors need a certification?+
Training and authorization requirements depend on the methodologies and services your advisors plan to use. We’ll clarify those requirements during your consultation.
How does our firm protect client confidentiality?+
Your organization boundaries, roles, permissions, client-authorized access, and confidentiality obligations are reviewed before implementation.
How is firm pricing determined?+
Firm licensing is scoped around advisor access, client activity, intelligence usage, integrations, and onboarding needs.
Your next advisory practice doesn’t need to start from zero.
See how ExpandPro could help your firm identify relevant client needs, deliver consistent advisory services, and connect its people, information, and client work.