Track
Fewer Sunday-night timesheet rebuilds. Agents pre-fill what they can see — meetings, commits, doc edits — and your team fills the gaps. The week's mostly captured by Friday.
A new kind of firm
runs on Prism
The next generation of service business is being built.
Prism is the rails your firm runs on. From the first prospect call to the final invoice, every part of how your firm operates, sells, delivers, and bills lives inside one system.
Product
About Prism
You do what you do best. Let the machines handle the rest.
From the first lead to the last invoice, every step of running your firm sits in one place — and agents handle the bits in between.
System runningAnalyzing capacityInvestigating...DetectingSystem runningAnalyzing capacityInvestigating...Detecting
Agents
A fleet of AI specialists running your playbook in the background.
Command Center
Every signal that matters, in a single operating view.
Capture
Catch every inbound lead before it slips through the cracks.
Pipeline
Move deals forward without the manual updates or check-ins.
Delivery
Run every project on plan, on scope, and on time.
Track
Log time and progress without ever breaking your flow.
Bill
Bill the moment work ships, with zero spreadsheet handoffs.
Portal
Clients see live progress without the weekly status emails.
Layers to automation
Prism reads your firm. Then it runs it.
Connect your stack and the agents run a 72-hour baseline scan, surfacing your projects, your team, your clients, and how work actually moves between them. Over the next thirty days they codify the patterns underneath: who flags scope creep first, how long your clients take to reply before silence becomes signal, which retainers your account leads negotiate. Every pattern gets written down as an executable skill the agents run continuously. You don't configure Prism. Prism reads your firm and configures itself.
- Ledger — A unified record of your firm's operations, capturing every unit of work in a traceable and replayable way, owned by you and accessible to agents.
- Playbooks — Your firm's expertise, codified as executable procedures. Agents run them on demand — the same way, every time.
- Patterns — Recurring shapes in how your firm operates. Prism surfaces them so you can codify what works and prune what doesn't.
- Activity — A live feed of every action across agents, humans and tools. See what's running, what's stuck and what just shipped.
- Tools — The integrations and bespoke connections that let agents do real work inside your existing stack.
Layers to automation
Prism reads your firm.
Then it runs it.
Connect your stack and the agents run a 72-hour baseline scan, surfacing your projects, your team, your clients, and how work actually moves between them. Over the next thirty days they codify the patterns underneath: who flags scope creep first, how long your clients take to reply before silence becomes signal, which retainers your account leads negotiate. Every pattern gets written down as an executable skill the agents run continuously. You don't configure Prism. Prism reads your firm and configures itself.
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Powered by our agents
A multi-agent system designed around how firms actually function. Three orchestrators run your firm.
Each commands a fleet of locked-in specialists, each with their own remit. The orchestrator is the department head. It decides what work happens. The specialists do it. Both layers get sharper every week.
The Shepherd
Lives in your project graph. Reacts to changes in real time and runs a 15-minute deep heartbeat to catch what didn't. Detects what's slipping before anyone on the team feels it.
Specialist fleet:
Scope trackingRisk alertsClient follow-upsDeadline managemenntBlocker detection
+ many more
Integrations
Prism plugs into every tool your team already lives in. Slack, Gmail, Drive, Notion, FIgma, HubSpot, Xero and many more, all pulled into one shared memory of every message, file and decision.
How it works
The Command Center
See everything in a glance
The places you reach for constantly.
First things first.
How you find your way back to what matters.
Your Instruments
Where the work pays off
The three surfaces that turn delivered work into time logged, invoices sent, and clients kept in the loop.
Bill
Draft invoices, ready for a final pass. Bill pulls what's owed from Track so your team can review and send — and reminders go out automatically if a payment runs late.
Portal
A live window into the work. Clients see progress, leave approvals, and read updates through one magic link. No logins, no status emails, no help-desk role for your team.
Workflow
How your firm runs Prism
Two halves of one workflow. Pipeline turns a first hello into a signed deal. Delivery turns the signed deal into shipped work — without a manual handoff in between.
Security
Security
Your data trains your agents.
Not anyone else's.
Prism's agents read your data to do their work — they don't train shared models, share state across firms, or step outside the rules you set. Every action they take lives in a replayable Ledger that's yours.
Agents read, never train
Your data, your model.
Nothing from your tenant feeds a shared model. Your agents learn your firm — they don't teach anyone else's.
Replayable actions
Audit, revert, pause.
Every agent decision lands in your Ledger. See what they did, why, and roll back any step at any time.
Scoped permissions
Same rules as your team.
Agents see only what their role allows. The same RBAC governs both your team and the AI.
Encryption
TLS 1.2+ in transit · AES-256 at rest
Authentication
SAML SSO · MFA · session controls
Compliance
SOC 2 Type II in progress · GDPR · DPA
Transparency
72-hour breach notice · live status page
FAQ
Frequently asked questions
Got questions?
We've got you covered.
Prism is the operating system for your firm. Three agents run continuously across your stack. Shepherd watches delivery, Architect watches capacity, Strategist watches client health. They share one ledger, work as one system, and act in the tools your team already uses. Built for SMB and mid-market professional services firms.
Stay in the loop
