See engagement risk 4 weeks before the escalation call.
Engagement Analytics monitors health signals across your active portfolio and surfaces at-risk patterns well before they become client conversations.
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Billing Cadence
Deviation from the expected billing frequency for this engagement type and duration. Cadence drop-off precedes client-visible dissatisfaction in the majority of tracked escalation cases.
Meeting Attendance
Client-side attendance rate at scheduled touchpoints, measured against the established baseline for this engagement. Declining attendance is the earliest disengagement signal in the dataset.
Document Exchange
Frequency and directionality of document activity between the consulting team and the client. Slowing exchange, or exchange becoming unidirectional, correlates with reduced client collaboration.
Composite Health Score
Weighted index combining all input signals, calibrated to your firm's own historical escalation patterns. Updated weekly. Score drops below 70 trigger an alert to the responsible practice lead.
Three scenarios where Engagement Analytics changes the call.
Intervention timing
A health score drop at week 5 triggers an alert. The practice lead calls the client at week 6 with a specific agenda — not a vague check-in. The escalation at week 9 doesn't happen because the intervention already did.
Utilization forecasting
A pattern of declining billing signals early project completion or scope reduction. Operations adjusts utilization forecasts at week 7 instead of week 11 when the invoice doesn't arrive.
Client satisfaction leading
End-of-engagement satisfaction scores have a 3-week leading indicator in health signals. Managing directors can read the satisfaction trajectory before the NPS survey is sent.
Stop managing engagements in the rear view.
See which of your active engagements are signaling risk — right now.
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