Track engagement profitability and make knowledge handovers easier. Copyl AI agents prepare project information with access limited to the right client and engagement.
Timesheets, CRM opportunities, project margins and knowledge-base updates arrive continuously.
Utilization gaps, slipping proposals and stale client data on the same engagement become one picture.
Which engagement is actually at risk — under-utilization, margin slip, a stalled proposal, an outdated client record.
Drafts the utilization forecast, proposal-to-cash update, or knowledge handoff — proposed, never billed or sent without approval.
A practice lead, ops manager or partner approves or edits the proposal in one click.
Every forecast, update and handoff lands in one trail for partner review and client billing.
Engagement margin and utilization forecasting run on the same platform, so a staffing gap shows up before it becomes a margin miss.
Agent captures engagement knowledge as people roll off an account, instead of it walking out the door.
Connects to the CRM, project system and time tracking you run today through the Integration Platform.
Client and engagement data stays in the EU, with a deployment path to sovereign operation for regulated engagements.
No agent bills a client, sends a proposal, or closes an engagement without a named approval.
Turn on utilization forecasting, proposal-to-cash tracking, knowledge handoff or client data hygiene one at a time, on your own timeline.
A selection of apps from the Copyl Marketplace that fit this industry. Open any of them to see details and pricing.
Spot idle teams and stalled engagements before they cost you.
Project Management — projects and tasks
FP&A — predictable financial governance
CRM — sales pipeline and customer relationships
Workforce Planning — capacity and workforce planning
See Copyl for Professional Services run on your own engagement data — bring a quarter of utilization and margin data to a working session.
Book a session →No. Copyl connects to what you run today through the Integration Platform — it adds utilization forecasting, proposal-to-cash tracking and an audit trail on top.
Utilization forecasting and proposal-to-cash tracking run as configured Agent Hub agents — most teams get a first practice area live in weeks.
Only where you allow it. By default the agent proposes — a forecast, a knowledge handoff, a client data update — and a named person approves. It never bills a client or sends a proposal on its own.
Yes — the knowledge handoff workflow captures engagement context as a structured record instead of an exit interview nobody reads.
In the EU, with a deployment path to sovereign operation for regulated engagements.
Copyl sits on top of your CRM, project system and time tracking — it does not replace them.
Systems that typically stay: CRM, project and time tracking, and accounting such as Fortnox.
Your systems
CRM, project management, time tracking and finance systems — nothing is ripped out.
Copyl platform
Agent Hub, FP&A and Integration Platform connectors correlate records and hold the audit trail.
EU-hosted data
Client and engagement data stays in the EU, with a deployment path to sovereign operation for regulated engagements.
Workflows
Utilization forecast, proposal-to-cash, knowledge handoff, client data hygiene — turned on one at a time.
Your systems
CRM, project management, time tracking and finance systems — nothing is ripped out.
Copyl platform
Agent Hub, FP&A and Integration Platform connectors correlate records and hold the audit trail.
EU-hosted data
Client and engagement data stays in the EU, with a deployment path to sovereign operation for regulated engagements.
Workflows
Utilization forecast, proposal-to-cash, knowledge handoff, client data hygiene — turned on one at a time.
Connects to your CRM, project system and time tracking through the Integration Platform — no rip-and-replace.
Client and engagement data stays in the EU, with a deployment path to sovereign operation for regulated engagements.
Turn on utilization forecasting, proposal-to-cash tracking, knowledge handoff or client data hygiene one at a time.
From a utilization gap to the partner review, one audit trail instead of three systems that disagree.