Client advisory callMatter: Northbridge
1h 05mRALVIE AI PRODUCTIVITY FOR PROFESSIONAL SERVICES
Make Every Hour ofProfessional Work Easierto Understand.
Your professionals should spend time delivering expertise—notreconstructing their week. Ralvie connects relevant activitywith clients, projects, tasks, time records, and summaries.
Automatic tracking · AI timesheets · Project visibility · Workload analytics · AI summaries
DELIVERY COCKPITClient Portfolio
LiveActive projects32
Tracked effort1,482h
On schedule87%
CLIENT UTILIZATION76%+4.8%
WORK INTELLIGENCE FOR EXPERT TEAMS
Your expertise creates the value. Ralvie makes the work visible.
Bring client meetings, research, documents, analysis, business applications, internal collaboration, and administrative work into a clearer productivity view.
Client meetingsDocumentsAnalysisEmailProject workBusiness appsExpertiseTime context
AUTOMATIC ACTIVITY TRACKING
Stop losing work between the calendar and the timesheet.
Let the workday create the context across applications, documents, active work windows, sessions, and applicable offline activity.
Works with existing toolsCaptures work sessionsSupports offline contextFollows configured settings
WORK CONTEXT
Today · 7h 52m
Contract analysisMatter: Northbridge
1h 42mFinancial modellingProject: Atlas
2h 16mResearch & draftingProject: Meridian
1h 34mInternal operationsPractice administration
55mAI TIMESHEETS
Turn time tracking from reconstruction into review.
Work happens
Professionals use normal tools
Context captured
Relevant activity is organized
AI adds context
Clients and tasks are suggested
Employee reviews
Records are validated
Time record ready
A structured record is created
PROJECT EFFORT
Quarter to datePlanned vs actual
Northbridge AdvisoryPlanned 240h
268h+12%Atlas ImplementationPlanned 180h
174h−3%Meridian ReviewPlanned 120h
151h+26%Cedar CompliancePlanned 96h
92h−4%PROJECT INTELLIGENCE
Know when an engagement is taking more work than expected.
See the full effort behind client delivery, understand planned versus actual context, and use completed work to improve future estimates.
- Identify effort drift earlier
- Understand task-level complexity
- Support scope conversations
- Plan the next engagement with history
WORK DISTRIBUTION
Know where professional capacity actually goes.
76%client work
Client delivery76%
Internal work11%
Business development8%
Administration5%
Legal & advisory
Client matters, research, drafting, and reviews.
Accounting & finance
Analysis, reporting, compliance, and advisory work.
Technical services
Engineering, architecture, implementation, and QA.
Property services
Transactions, documentation, clients, and operations.
RESOURCE PLANNING
Know what your team can realistically deliver.
See when specialists are overloaded, where additional capacity exists, and how work is distributed beyond task counts and calendar availability.
TEAM CAPACITY
Next 30 days⌄Professional workload
AdvisoryHigh
91%DeliveryBalanced
82%TechnicalWatch
88%FinanceBalanced
67%OperationsAvailable
51%RALVIE SUMMARY AGENT
Weekly Professional Services Summary
Client delivery focused on the Northbridge advisory and Atlas implementation projects. Contract review progressed ahead of plan while additional stakeholder requests increased Meridian research effort.
Completed tasks46Client effort284hInternal work38h
AI SUMMARY AGENT
Turn everyday activity into clear work updates.
Reduce manual status reporting with daily, weekly, and custom-period summaries for employees, managers, projects, and client conversations.
MULTIPLE BUSINESS PERSPECTIVES
Understand productivity at every level.
Employee view
Personal activity, time records, projects, and summaries.
Manager view
Team workload, allocation, and work patterns.
Project view
Effort, tasks, progress, and delivery context.
Leadership view
Capacity, portfolio trends, and operational visibility.
PRIVACY & CONTROL
Visibility should support professional work—not micromanage it.
Configure schedules, working hours, tracking preferences, idle settings, role-based access, and workplace policies with clear boundaries.
Configured policiesWorking-hour controlsRole-aware visibilityEmployee context
FREQUENTLY ASKED QUESTIONS
Professional services productivity, explained.
Understand the business behind the timesheets.
What is Ralvie AI Productivity for professional services?+
Ralvie helps professional services organizations capture relevant workplace activity, connect work with clients, projects and tasks, create AI-assisted timesheets and summaries, and understand workload and project effort.
Do employees still need to start timers?+
Ralvie is designed to reduce dependence on manual timers through configured automatic workplace activity capture.
Can work be associated with clients and projects?+
Yes. Relevant activity can be associated with clients, projects, and tasks using AI-assisted workflows.
Can Ralvie generate daily or weekly summaries?+
Ralvie Summary Agent can create daily, weekly, and custom-period summaries from relevant work context.
Can managers understand project effort?+
Role-aware dashboards can provide project effort, task, workload, time, and activity context.
Can Ralvie help with capacity planning?+
Workload and project-allocation data provides useful evidence when evaluating team capacity and new work.
Does Ralvie calculate billing rates or revenue?+
Ralvie provides work and time context that can support analysis, but it is not a financial accounting system.
Is Ralvie employee surveillance software?+
Ralvie is designed as productivity and work intelligence. Organizations should deploy it transparently and interpret data with role, complexity, quality, workload, and outcomes.
Ralvie AI Productivity
Improve Workforce ProductivityWith Ralvie AI
Ralvie AI Productivity helps businesses improve workforce visibility, automate time tracking, simplify reporting, and gain actionable insights into how teams spend their time through AI-powered productivity management.
Smarter workforce visibility. Less manual reporting. Better productivity decisions.