The AI OS for services firms.

Lever connects the tools you already use, reads them in your firm's terms, and gives your team and your AI one reliable picture of the business.

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Meet Lev.

Lev is the assistant inside Lever. In this four-minute tour, Lev answers questions, builds on the canvas and works in Slack. Then you'll see the same data in Claude, and how Lever learns your firm. Slow it down or jump to a part.

  1. Ask Lev0:00Insights, then a forecast question
  2. Canvas0:23The same chat, charted
  3. Slack0:50Lev where your team already works
  4. Your own AI1:41The same data in Claude or ChatGPT
  5. Context Builder2:37How Lever learns your firm

The same answer every time.

Three people ask for the Q1 forecast. Pointed at scattered data, AI gives each of them a confident number. Lever puts your data and your definitions in one place, so everyone gets the same one.

AI on scattered data
CEO
$2.4MCounted all open pipeline
Finance lead
$1.9MUsed last month’s export
Delivery lead
$2.2MLeft out retainers
Lever
CEO
$2.03MSecured plus weighted pipeline
Finance lead
$2.03MSecured plus weighted pipeline
Delivery lead
$2.03MSecured plus weighted pipeline

We know services firms. Lever learns yours.

Every services firm has to answer the same questions. Each answers them its own way. Context Builder works out how yours does, from your data, your documents, your sessions with us and interviews with your people. As the firm changes, the definitions change with it.

See it in the tour
The standard
Pipeline managementHow much of our pipeline is real?
Resource managementIs anyone overbooked?
Project managementIs this project over budget?
Capacity managementWhen do we need to hire?
What Lever learns from
Your data · HubSpotDeals under 40% have closed 6% of the time
Your people · Interview“We plan senior people to 70%. They’re selling too.”
Your documents · Change orderAdds $226K to the SOW. Time and materials.
Sessions with us · Kickoff“We don’t open a req until a role is over 85% for two months.”
Your operating model
$1.2M of $1.75MCounts deals at 40% and up
3 leads over targetSenior target is 70%, not 85%
Not over budget$542K SOW plus a $226K change order
Creative, by MarchA role over 85% for two months

Use it where you already work.

Keep your tools. Ask Lev in the app or in Slack, or bring the same data to Claude or ChatGPT.

Works inChatGPTClaudeGeminiCopilot

Will we hit our Q1 revenue target?

Q1 is tracking at 92% of target. Most of the gap is two deals whose close dates moved into April. Moving the Northwind kickoff forward two weeks would recover about half of it without new hiring.

Answered through Lever's MCP server, using
Trusted business definitionsConnected operational dataCompany-specific context

Ask the questions that drive your business

What decisions will most impact EBITDA this quarter?

Utilization first. January drops to 41%, so pulling two signed projects forward is worth more than any pricing change. After that, fix the burn on Booking System Replatform, now at 142% of budget.

Will we hit our revenue target this quarter?

Not yet. Q1 is at $2.03M against a $2.47M target, or 82%. If every open deal lands on time you'd reach $2.79M, so the gap comes down to close dates.

Can we take on this new deal without impacting delivery?

Yes, if it starts in February. Engineering and Creative are full through December, and January opens up. A December start would pull two leads off Booking System Replatform.

How far ahead should we be hiring?

About four months for Creative. Demand passes capacity in March if the weighted pipeline holds, and your last three hires took around ten weeks to start.

Can we afford to discount this project?

A 10% discount takes it from 38% to 31% margin, under your 35% floor. You could give 6% and stay above it, or take the 10% and trim the scope.

What happens if our pipeline close dates slip?

A one-month slip moves about $320K out of Q1, and January falls further behind target. Brand Rollout Phase 2 is the biggest exposure at $787K, and it's still in Qualification.

Where is margin eroding?

Two projects account for most of it. Newsletter Audit is at 51%, under your 55% target, and Booking System Replatform has burned 142% of budget.

Are we staffed appropriately for upcoming work?

Not evenly. Engineering is over capacity through December, while Creative has open hours from January. Moving two people for six weeks would cover most of it.

What assumptions are driving our forecast?

Three carry most of it: trailing twelve-month win rates, close dates as entered in your CRM, and a 40-hour week. Internal Sales also drives 93% of the weighted pipeline.

Results

One client identified enough additional delivery capacity to support approximately $1.8 million in incremental annual revenue, without adding headcount.

“Form & Function’s AI-Companion is like having a CFO in your pocket.”
Justin EmondFounder & CEO, Third and Grove
Video series

Expect more from BI.

In 2027, what role should business intelligence play in a services firm? Watch to find out.

Expect more from BI · Episode 01Why context matters3:11Play
Up next: Bridging messy Excel data with structured data · 2:37

Ready to get started?

Lever comes with our consulting work, or on its own. Either way, it starts with a conversation.

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