CONSULTING
You're a managing partner. Your firm rewards politics over performance. You just can't prove it yet.
Now you can prove it.
Your partners report their numbers every quarter: utilization is holding, pipeline looks full, origination credit is claimed. But the partner you defended in comp committee hasn’t sourced new business in two years, your biggest client’s emails went unanswered for a week, and last quarter’s client departure had nothing to do with “budget cuts.” The answers are in your firm’s Slack, email, and Zoom calls. You’re too busy running the firm to find them. We do.
- ✓ See who delivers for clients and who bills hours with nothing to show. Scored weekly.
- ✓ See the resignation coming months early, not when HR forwards the notice for the person your client asked for by name.
- ✓ Monitor which partner builds the book and which one just collects from it. With timestamps, not politics.
THE GAP BETWEEN WHAT YOU HEAR IN PARTNER MEETINGS AND WHAT'S HAPPENING ACROSS YOUR FIRM:
Your practice lead, weekly partner meeting:
“Pipeline is strong. We’ve got three proposals out and two new engagements kicking off next month.”
One of those proposals was written by a senior consultant your Practice Lead claimed credit for. The ‘new engagements’ are extensions of existing work. Three wins at the partner meeting. Zero new clients. You’ll pay origination credit on revenue the firm was going to keep anyway.
Your senior partner, client engagement review:
“The client loves us. They just expanded the engagement last quarter.”
That client didn’t expand because they chose your firm over a competitor; they expanded because switching mid-project costs more than staying, and nobody at the partner level has checked whether that math still works in the client’s favor. The day it doesn’t, your Senior Partner will be the last person at the firm to know.
Your COO, quarterly operations review:
Three of your highest-paid consultants were less active last week across email, Slack, and client calls than your newest associate. Two associates sat on the bench for six weeks because the partners who should be originating new business aren’t. “Heads down” means some people are working. Others are just billing.
These aren’t bad people. They just can’t tell you everything that’s happening across your firm’s engagements every day. 
can. So you stop running the firm on reputation and start running it on proof.
90-SECOND DEMO:
SEE WHAT YOUR MONDAY MORNING REPORT LOOKS LIKE
A senior consultant claimed origination on a deal your associate actually built. A partner billed 40 hours but the client barely heard from them. Watch how PerformanceX reconstructs a week inside a consulting firm — showing who actually drove the client relationship, who followed up, and where execution stalled.
No login needed. No complicated dashboard. Just open the PDF and see the truth.
WHAT YOUR PARTNERS REPORT IN MEETINGS VS.
WHAT'S ACTUALLY HAPPENING ACROSS YOUR FIRM
What You're Working With Now
- Partner meetings where every practice reports “on track” and every client is “happy”
- Utilization spreadsheets that show hours billed but not whether a single client got value from them
- Annual reviews where origination credit goes to whoever claims it first, not whoever earned it
- Annual 360 reviews where nobody tells the truth about the partner everyone at the firm is afraid of
- Exit interviews that tell you what went wrong after the person you couldn’t afford to lose is already gone
- A gut feeling that one partner carries the firm while another collects a draw on reputation alone
What You Get Every Monday
- See exactly who’s delivering for clients and who’s billing hours without results. Scored and ranked weekly.
- Know which client account is one bad month from going to your competitor, with the evidence to save it.
- Track origination and delivery contributions separately so credit goes where the work went.
- Get proof when a partner’s reputation doesn’t match their output, with specific examples and timestamps.
- See the resignation of your top principal coming months early, not after your biggest client’s favorite person is already gone.
- Spend Monday mornings leading the firm instead of refereeing partner politics and guessing who’s telling the truth.
Here's Exactly
How PERFORMANCEX WORKS
FOR CONSULTING FIRMS
Your portfolio companies’ tools already collect the data. We just show you what it means.
We Connect
15 Minutes
Connect your existing tools: Email, Slack, Teams, Zoom, Google Meet, RingCentral. No disruption to your consultants or your clients. No IT team needed. No changes to how your firm operates. Every Monday, each consultant, manager, and partner gets a performance report with specific wins, areas to improve, and next steps.
AI Analyzes
48hr Analysis
Name two people. The partner you’re not sure is worth their compensation and the consultant you’d promote tomorrow if you had proof. Within 48 hours, we analyze 12 months of their communications. You’ll see if the partner is driving your best people out and whether the consultant does the work others take credit for.
Clarity Delivered
Every Monday
Every Monday morning, you open one report and see your entire firm scored and ranked. Who’s delivering for clients, who’s billing hours with nothing to show for it, and which engagements need your attention before a client tells you. Just the truth, with examples and timestamps, ready before your first partner call of the week.
Opportunity
122X
ROI From Firms That Make
People Decisions on Evidence,
Not Reputation
Cost Risk
60 Days
To Act Before Your Best
Consultant Gives Notice and Takes Client Relationships With Them
First Contact
36%
Of Consultants Plan to Leave
Within Two Years. Most Won’t
Tell You Until They Have an Offer.
Retention
120%
Of Annual Salary to Replace
One Consultant. Your Best People Leave Over Politics, Not Pay.
PDF GUIDE
The Real Cost of Not Knowing What Your Team Is Doing
Free Consulting Guide
THE TRUST TAX: WHAT IT REALLY COSTS WHEN YOU CAN'T SEE WHAT YOUR TEAM IS DOING
PDF GUIDE
The Real Cost of Not Knowing What Your Team Is Doing
Why one ignored client email can quietly kill a six-figure engagement
The hidden “mirror effect” that pulls your entire consulting team down to the pace of the least accountable consultant
A simple worksheet to calculate your firm’s real Trust Tax in lost billables, client churn, and missed opportunities
Works With the Tools Your Consulting Firm Already Runs On
FROM BLIND SPOTS TO FULL PICTURE:
That customer who called, emailed, then hired your competitor? Now you’ll know exactly where the ball got dropped.
What You Have
What You See
Monday Report:
- Sarah: Hung up on 3 calls.
- Mike: Ignored urgent email.
- Tom: Offered side job.
- Tom: Offered side job.
15-Minute Setup
Connect once, monitor forever
Catches Everything
Calls, emails, texts – nothing missed
No New Apps
Works with what you have
The Always-On Retrospective for Your Consulting Firm
A retrospective means looking back at what happened to improve going forward. PerformanceX continuously monitors every interaction, alerting you immediately to urgent problems while organizing everything else into clear weekly reports. Never miss what matters, never waste time guessing.
Real-time:
Instant alerts when someone costs you a customer on a recorded line.
Weekly:
One PDF per employee with scores, examples, and next steps.
Bi-weekly:
Which problems you fixed and which ones got worse since last Monday.
Monthly:
A month of evidence on every employee, ready if you need to act.
YOUR BEST PEOPLE ARE SUBSIDIZING YOUR WORST. YOU JUST CAN'T SEE IT YET.
A client email is unanswered. A partner billed 45 hours and produced nothing. The principal your biggest client would follow out the door is about to leave. Get the proof to act before you lose all three.
Report Breakdown
Page 1
Red alerts
Who needs immediate attention this week
Pages 2-10
Individual Scorecards
Performance scores for every employee
Pages 11-15
Good Behaviors
Wins worth recognizing and reinforcing
Appendix
Conversation Excerpts
Key conversation excerpts that support each finding
Real Examples You'll See:
Jake
Responded to after-hours email from stuck tech with troubleshooting ideas
Mike
Replied to ABC Property: “We’ll get to it when we can” – no follow-up for 72 hours
Sarah
Dispatcher Sarah rushed through 5 emergency calls saying “we’ll call you back”
Tom
Told customer on recorded line to “call my cell for a better price”
PDF in your inbox at 6AM. Print it. Read it over coffee. Know exactly what to do by lunch.
Name Two People at Your Firm.
We'll Show You the Truth.
Name Two People at Your Firm.
We'll Show You the Truth.
Pick the partner you’re not sure is worth their compensation. And the consultant you’d promote tomorrow if you had the proof. Two people. 48 hours. You’ll find out if the partner is the reason your best people keep leaving that practice, and whether the consultant is doing the work two people above them take credit for. No contracts. No payment. Just the truth about what’s happening at your firm.
Pick the partner you’re not sure is worth their compensation. And the consultant you’d promote tomorrow if you had the proof. Two people. 48 hours. You’ll find out if the partner is the reason your best people keep leaving that practice, and whether the consultant is doing the work two people above them take credit for. No contracts. No payment. Just the truth about what’s happening at your firm.
Questions Managing Partners Ask Before They Start
I already know which partners aren't pulling their weight. Why do I need PerformanceX to confirm what I can see?
You know. But your compensation committee doesn’t agree with you, because the partner in question argues louder than your evidence. PerformanceX gives you 12 months of timestamped data showing exactly who originated what, who followed up with which prospect, and who claimed credit for revenue the firm was keeping regardless. The difference between knowing and proving is the difference between another frustrating comp meeting and a decision that actually gets made.
My Practice Lead says the team is fully utilized. How does PerformanceX verify that without me micromanaging every engagement?
Your Practice Lead protects their team and their numbers. That’s their job. The problem is, utilization spreadsheets tell you hours were billed. They don’t tell you whether a single client deliverable improved because of those hours. PerformanceX shows you what happened between the billable hours: who collaborated on deliverables, who responded to clients within hours vs. days, and who billed a full week while delivering nothing your client can point to. Not micromanagement. Monday morning clarity.
I think one of my senior consultants is doing the bare minimum. Can PerformanceX show me?
Yes. We score every person at your firm weekly based on their communication and collaboration activity across email, Slack, Zoom, and your project tools. If your senior consultant’s responsiveness, client interactions, and peer collaboration have dropped, you’ll see it in Week 2 with specific examples and timestamps. Not a gut feeling from their manager. Not a story from a colleague. Proof.
I suspect one of my partners takes origination credit for every client win in their practice. Can PerformanceX show me who actually did the work?
This is the number one reason managing partners reach out to us. PerformanceX tracks every communication thread, every client interaction, every internal collaboration across your firm’s tools. When a partner claims they originated a client relationship but the email trail shows a senior consultant ran every meeting, wrote every proposal, and managed every deliverable, you’ll see it. The data doesn’t care about titles or politics. It shows who did the work.
Why do my best consultants keep leaving, and can PerformanceX tell me before they do?
Your best consultants typically don’t leave just because they want more money. They leave when someone above them gets credit for the client relationship they built, when the partner everyone at the firm is afraid of blocks their promotion, or when they realize the firm rewards politics over performance. PerformanceX shows you who’s doing the work your clients depend on and flags when their weekly scores start dropping. You find out weeks before they resign, not after they’ve already accepted an offer from your competitor.
How does PerformanceX document performance for a partner conversation or a termination?
Every week, PerformanceX scores every person at your firm against the role expectations you set. If someone isn’t delivering, the evidence builds itself. By the time you’re ready to have the conversation, you have months of specific examples, timestamps, and scored reports showing exactly what happened. Need a formal performance improvement plan? Talk to your PX sales rep. We offer that as an add-on you can purchase for specific scenarios. But the documentation to act is already in your inbox every Monday. We don’t make hiring or firing decisions. We give you the proof to make yours.
I have two candidates for partner. What would PerformanceX show me about each one?
PerformanceX doesn’t make promotion decisions. But it gives you something your compensation committee doesn’t have: months of scored, objective data on how each candidate performed every week. Who delivered for clients. Who developed new business. Who collaborated across the firm. Who got results vs. who got credit. You make the decision. We make sure you’re making it with the full picture instead of relying on who presented better in the last partner meeting.
What if PerformanceX shows me I'm wrong about the partner I think is underperforming?
Then you’ll see that too. Maybe the partner you’ve been questioning is the one handling the most difficult client relationships with the fewest resources. Maybe their low utilization comes from building internal training programs that don’t show up on a billable hours report. The data is the data. If you’re wrong, you’ll know in the first report. If you’re right, you’ll have the proof to act.
Won't my partners and consultants resist being monitored?
PerformanceX isn’t hidden. Every consultant, manager, and partner gets a weekly scorecard with wins, areas to improve, and next steps. Your best consultants feel invisible right now. They do exceptional client work that nobody above them sees because their partner takes the credit or their manager filters the feedback. PerformanceX makes sure strong performers get recognized regardless of who talks the loudest in partner meetings. Firms using this approach report 22% higher employee satisfaction.
Is it legal to monitor communications at a consulting firm?
Yes. Federal law (ECPA) permits monitoring on company-owned devices and accounts with proper notice. PerformanceX handles the notice and consent framework for your firm. Your people know it’s there. They get their own weekly reports. Here’s what most managing partners miss: when you know a partner is toxic to associates and you don’t act, “accident” becomes “negligence.” Documentation protects you. Gut feelings don’t.
Can PerformanceX fairly evaluate people across different roles and seniority levels?
Every score is built from what your people actually did on company-owned tools: who they emailed, how quickly they responded in Slack, which client calls they attended, and whether they followed through on what they said they would do. None of it comes from a partner’s opinion or whoever presented best in the last meeting. PerformanceX never factors in race, gender, age, sexual orientation, religion, disability, national origin, or any protected characteristic. The data shows what happened, you make the decisions, and that’s fairer than any annual review your partners have ever written.
Our consultants handle sensitive client data. Does PerformanceX access that data?
PerformanceX reads and analyzes communications on company-owned tools to score performance, including message content, call transcripts, and email threads. That’s how we know if someone followed up on a commitment or let a client email sit for a week. We don’t retain your clients’ proprietary data or store engagement details after the analysis is complete. Your confidentiality obligations stay the same. The reports show who’s performing and who isn’t, not what’s inside your client work.
What tools does PerformanceX integrate with for consulting firms?
Gmail, Outlook, Zoom, Google Meet, Microsoft Teams, Slack, Aircall, RingCentral, Asana, and Jira. If your team communicates through it, we analyze it. Setup takes 15 minutes. Zero IT involvement. Your consultants keep serving clients, your partners keep running practices, your operations team keeps managing the firm. Nothing changes except everyone gets a weekly report showing how they performed.
We use Kantata for project management. Does PerformanceX integrate with PSA tools?
PerformanceX doesn’t currently integrate with PSA tools like Kantata, Deltek, or BigTime. We integrate with communication and collaboration tools: email, chat, video, phone, and project platforms like Asana and Jira. But here’s what your PSA doesn’t tell you: whether the partner who billed 45 hours last week did anything your client would pay for. Whether the consultant marked as “utilized” is responding to clients or sitting in internal meetings all day. PerformanceX fills the gap between what your PSA reports and what’s really happening on your engagements.
How long until I see results from PerformanceX?
48 hours for your first two-person proof analysis. After full deployment, you receive your first weekly report via email the following Monday. Most managing partners tell us the first report changes how they think about their firm. By Week 4, you know who’s delivering for clients, who’s developing new business, and which partners’ reputations match their output.
Isn't PerformanceX overkill for a 50-person consulting firm?
At 50 people, one toxic partner can force five resignations in a single year. At consulting salaries, that’s $500K+ in replacement costs and every engagement those people handled running on new hires who won’t be fully productive for months. At your size, every person has an outsized impact on client delivery, firm culture, and retention. PerformanceX shows you who’s causing the damage before it turns into a client loss or a wave of departures.
I have consultants who work remotely or at client sites. Does PerformanceX work when people aren't in the office?
PerformanceX monitors company-owned communication tools regardless of where your people sit. If your consultant at a client site uses company email, company Slack, and company Zoom, we analyze all of it. You get the same visibility into remote, on-site, and hybrid teams every Monday. No blind spots based on location.
What does PerformanceX miss if some of my team uses personal devices for client work?
PerformanceX monitors company-owned tools and accounts, not personal devices. If your consultants use company Slack, company email, and company Zoom, we analyze all of it. If someone does significant client work through a personal phone and personal email, we won’t have visibility into that activity. For most consulting firms, the company tech stack covers 95%+ of work communication.
I have monthly partner meetings and regular 1:1s with my direct reports. What would PerformanceX show me that I don't already know?
You know what they tell you in those meetings. That’s not the same thing. When your Practice Lead says “the team is strong,” PerformanceX shows you if that’s true. One managing partner told us “I know every partner in this firm inside and out.” In the first report, he discovered his most senior partner had claimed origination credit for a client relationship that a senior consultant had built over 14 months of emails, calls, and proposals. The data shows what partner meetings can’t.
MANAGING PARTNERS : NAME TWO PEOPLE AT YOUR FIRM.
SEE THE TRUTH IN 48 HOURS.
The politics have been there for years. You just haven’t had the proof. Fill in your details. 48 hours from now, you will.
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