Built for you

The AI stack built for boutique professional services firms.

Pipeline, proposals, utilization, client reporting, and retainer ops — without an enterprise PSA rollout.

Running a 12-person consultancy means you're the founder, the rainmaker, the quality bar, and the one fixing the timesheet spreadsheet. Your pipeline lives in HubSpot (or a Google Sheet). Proposals get assembled from three old decks and a Notion page. Utilization is a guess until month-end. Client reporting eats a senior's Friday every week. Retainer renewals sneak up. Enterprise PSA tools like Kantata, Projector, or Deltek are priced for 200-person firms and take a quarter to implement; meanwhile you're stitching together HubSpot, Harvest, Float, Notion, Slack, and Google Drive with duct tape. Starch sits on top of that stack. HubSpot deals, Gmail threads, Calendar utilization, and Stripe invoices land in one place. You describe the proposal generator, the weekly utilization dashboard, the client-status report — and Starch builds them against your live data. Your existing tools stay; the glue gets smarter.

Your Starch stack

Marketing

CRM

A customizable CRM that adapts to your workflow. Describe how you work and AI designs a CRM tailored to you — or import from an existing CRM.

Sales

Sales Agent CRM

Track deals, tasks, and broker relationships for freight sales agents. Connects to Gmail for email context.

Productivity

Email Agent

AI that organizes your inbox and drafts replies instantly. Smart prioritization, automated follow-ups, and one-click actions help you reach inbox zero and get through email twice as fast.

Productivity

Meeting Notes

AI meeting notes that capture everything so you can focus on the conversation. Real-time transcription, smart summaries, automatic action items, and searchable meeting history.

Productivity

Scheduling

Share your availability and let anyone book meetings with you. Syncs with Google Calendar for real-time availability.

Productivity

Project Management

A Linear-inspired project management tool built for early-stage teams. Kanban board, list view, priority tracking, and AI-powered task management — all without leaving Starch.

ProductivityComing Soon

Task Manager

Track tasks, set priorities, and stay on top of deadlines. A simple, focused task list with priority levels, due dates, and custom ordering.

Productivity

Knowledge Management

A team knowledge base that keeps your company's information organized, searchable, and always up to date. AI-powered search finds answers instantly so your team stops asking the same questions.

MarketingComing Soon

Presentation Agent

AI that builds polished presentations in minutes. Describe your message and get a complete slide deck with smart layouts, data visualizations, and on-brand design — no design skills needed.

Financial

Investor Reporting

Generate board-ready investor updates on a chosen cadence combining live financial metrics, AI-powered industry research, beautiful charts, and narrative summaries — then email them to your investor list.

Financial

Runway Analysis

Track burn rate and financial runway by combining Stripe revenue with bank account expenses from Plaid.

FinancialComing Soon

Budgeting

Track budgets by category and compare against actual spend from your accounting system.

Marketing

LinkedIn Automation

Your LinkedIn on autopilot — manage connections, engage with your network, and grow your presence. All powered by browser automation that runs on your behalf throughout the day.

Workflows we cover for Professional Services Founders

finance-fpa

sales-crm

investor-relations

customer-support

strategy-planning

marketing-growth

internal-comms

people-hr

compliance-legal

Frequently asked questions

Does Starch replace our PSA tool like Kantata or Projector?

For firms under 30 people, usually yes — not by cloning the PSA feature list, but by connecting the tools you already use (HubSpot, Harvest, Google Calendar, Gmail, Stripe, QuickBooks) and letting you describe the dashboards and workflows you actually want. If you're running on spreadsheets and Notion today, Starch is a real upgrade. If you already love Kantata, keep it — Starch can connect to it via the integration browser.

How does utilization tracking actually work?

Starch reads your Google Calendar (Tier 1 sync) and, if you want, Harvest or Toggl via the integration browser. You describe the rules — billable vs non-billable calendars, target utilization by role, which clients are retainer vs project — and Starch builds a utilization dashboard that refreshes live. Partners see firm-wide utilization; individuals see their own week at a glance.

Can Starch generate client proposals and SOWs?

Yes. Connect Notion, Google Drive, or your proposal library and describe the template. The agent pulls relevant past projects from your CRM, drafts scope and pricing based on your rate card, and assembles a proposal in Google Docs or a deck via the Presentation Agent. You review and send — the first draft is usually 80% there.

What about weekly client status reports?

This is one of the highest-value custom apps for services firms. Describe the report (project status, hours burned vs budgeted, open risks, next-week plan) and Starch pulls from your project management tool, calendar, and Slack channels to draft it every Thursday. The senior consultant edits instead of writing from scratch. Most firms get 2-3 hours back per account per week.

How do we handle retainer tracking and renewals?

Describe your retainer structure (monthly hours, scope, renewal date) and Starch builds a tracker pulling hours from your time tool, invoices from Stripe or QuickBooks, and flags renewals 60 days out. It can draft renewal emails pulling from Gmail thread history so the partner isn't starting from a blank page.

Is this secure enough for client data?

Data is encrypted in transit and at rest. Honest limit: Starch is not SOC 2 Type II certified yet, and there's no on-prem option. For firms serving regulated clients (banks, healthcare, government), flag this during beta signup. For most boutique consultancies working with mid-market clients, the security posture is comparable to the HubSpot/Google Workspace stack you already run on.