Professional and Consulting Services
Sales Cloud closes the deal, the PSA staffs it, and the invoice depends on both agreeing about what was sold. Laminar maps lead-to-project and project-to-invoice as they actually run, reads the org behind them, and ships every change on the record.
100+ enterprise teams trust Laminar with the systems that run their business.
Where it breaks
The SOW and the project disagree by week two. The opportunity closes in Sales Cloud with one scope, PSA is staffed against another, and the change orders live in email. Margin is discovered at month-end.
Your own org is the one nobody has time for. You run Salesforce for clients, and the internal org is a decade of quick fixes. Bench data, pipeline, and invoices reconcile by hand every Friday.
Engagement letters, three systems, one deadline. Client onboarding runs through Sales Cloud, the engagement tool, and practice management, and busy season finds every seam. Partners re-key, and the audit trail is that they re-keyed.
Matter intake wasn't built for the volume. Intake in Salesforce, matters in the practice system, billing in a third, connected by a contractor's integration nobody can change. Conflict checks wait on a person.
Every retainer is a custom object. Scope, hours, and deliverables are modeled differently per client, and the profitability report is hand-built each quarter. Over-servicing is invisible until renewal.
Candidate, client, and placement never share a record. The ATS, Sales Cloud, and payroll each hold part of the placement, and the integration between them was built for a smaller volume. Fill rates are estimated.
What changes
Same platform, same senior people, in the vocabulary of a practice lead. Nothing is rebuilt; the estate you bill from becomes the one you can trust.
Across Sales Cloud and PSA.
Shift maps the engagement from deal to staffing.
Every engagement's path from opportunity to staffed project, the stages it waits in, and the dollars sitting at each one. The staffing stall shows up with the days it costs in bench time.
The platform
Shift reads the process, Profile reads the org, and Flow does the work. Ascent holds every change, from every engine, to the same rules.
Fellows
8,000+ vetted operators who've spent careers making enterprise systems hold, working inside your team from kickoff through go-live and after. They measure success by how little you need them next year.
Every figure here was measured with the customer and is footnoted to its source. Nothing is rounded up.
Security
Access, change, and deployment events are recorded as they happen, in append-only stores. Controls you can show an auditor, not describe to one.
Deny-by-default sandbox egress, short-lived tokens, and credentials brokered outside the box. The information-security mechanisms exist before the certificate does.
The agent works in an isolated sandbox on the work item's own branch, and a named person approves what ships. How the AI is governed, in writing.
Data stays where your org keeps it. Access resolves to named users, and retention is something Profile can show you rather than guess at.
Changes to systems holding PHI clear the same gates as every other change, with approvals and deployments recorded as they happen.
