Industry · Professional services
Pulse for the engagement pipeline, Harbor for client intake and engagement letters, Orbit for partner calendars, Ember for client questions.
Sector benchmark
Billable utilization
Sector pressures
Pressure · 01Conflict checks, engagement letters, retainer collection — all manual, all slow.
Pressure · 02Booking time with three partners and a client is a 14-email thread.
Pressure · 03Quick questions become evening interruptions. Boundaries blur.
Built for the regulators
SOC 2 Type II
Audited annually
Privilege-aware
Matter-level access
Retention rules
By matter type
Audit-ready
Time + activity logs
Sector use cases
Conflict checks, engagement letters, retainer payment, document collection — clients self-serve.
Multi-attendee booking, time-zone aware, integrated with retainer hours.
Status updates, document retrieval, scheduling — handled in your voice with full audit trail.
The stack
Devon Ortiz
Managing Partner · Sundial Advisory
Customer spotlight
“Our 6-person consultancy looks and feels like a 60-person firm. Clients comment on the onboarding experience — that's Beleav.”
Trusted across the sector
Keep exploring
For SaaS companies
Beleav is the unified GTM-to-CS-to-ops stack purpose-built for SaaS. Lower CAC, higher NRR, less tooling tax.
OpenFor DTC + retail
Relay catches every DM and ticket, Muse runs the content engine, Ember handles WISMO at 3am. The retention stack DTC has been waiting for.
OpenFor clinics & health tech
Orbit books appointments with no-show prevention, Relay routes patient questions, Ember handles intake and reminders — all under a signed BAA.
OpenFor wealth, lending & insurance
Pulse for client pipelines, Relay for compliant communication archiving, Ember for client questions — all auditable, all SOC 2.
OpenGet started · For consultancies, law & accounting
Engagement-letter templates and conflict-check integrations included.