The operating layer for professional services firms

Know exactly where every project, person, and dollar stands. Right now.

Pipeline, projects, people, capacity, and knowledge — connected on one live graph, with AI that understands your firm and acts on it. Stop assembling the truth from a stack of disconnected tools every Friday.

Built for firms whose business is delivery
ConsultanciesAgenciesIT servicesEngineeringDev studios
Meridian Partners · delivery overview
live · this week
Utilization
87%
Margin at risk
$42k
On track
12/15
Northwind ERP rolloutover budget · 6d slip
Helios rebrand2 roles unstaffed
Atlas data migrationon track
Move J. Patel to Helios to cover the gap — projected margin recovery +4%.
Apply
01

Running a services firm shouldn’t mean flying blind.

Your pipeline is in a CRM. Your projects are in a PM tool. Resourcing lives in a spreadsheet, time in another system, and the real status of any engagement lives in three people’s heads.

So the questions that decide whether you hit the quarter — which projects are bleeding margin, who’s overallocated next month, whether you have the skills for that new deal — take a week to answer and are stale the moment you do. You’re making big-money decisions off a Friday spreadsheet.

Fragments of glass scattered in the dark — work split across disconnected tools.
02

Every module, one graph.

Dozens of capabilities — but not dozens of disconnected tools. Every module writes to the same entity graph, so Ontologic answers questions that span all of them, and acts on the answer.

Entity graph
one shared model beneath every module
01
Deliver
CRMProjectsPrograms & portfolioScheduling
02
People
Resourcing & capacitySkillsOrg chartPeople intelligence
03
Intelligence & action
AI assistantAgentsGoalsAutomationsApp builder
04
Knowledge
DocumentsKnowledge baseMeeting intelligence
What the connected model answers
“Which projects are at risk — and who do I move?”
ProjectsResourcingSkills
“What team would be the best blend to staff our new project — based on skills, experience, and personality?”
SkillsPeopleResourcing
“Draft this week’s client updates from our meetings.”
MeetingsProjectsDocuments

Each question spans modules a single tool keeps apart. One graph is what makes the answer — and the action — possible.

Works with Claude over MCP

One connection. Every tool — in action.

Connect Ontologic to Claude once. From then on, plain-language requests run against your firm’s real model — Claude calls the right module and acts on the answer.

CLAUDE
↳ Ontologic · MCP
single connection
MCP
read · act
ONTOLOGIC
Entity graph · your firm’s model
Every module, exposed as a tool:
CRMProjectsProgramsResourcingSkillsPeopleGoalsAgentsAutomationsApp builderMeetingsKnowledgeDocuments
A closed loop with Claude Code

Save a task. It ships itself.

Claude Code connects to the same graph over MCP. Save a task in Claude and it becomes a card; Claude Code pulls it, builds and ships it, and marks it done — a closed loop through your operating layer.

↑ Claude saves the taskClaude Code builds & ships ↑

To do

In progress

Done

Build the Friday timesheet reminder
saved by Claude
A task you save in Claude lands as a card.

No human hands off the ticket, copies context, or closes the loop. The work moves itself, because every surface shares one model.

A shaft of light in a vast concrete interior — infrastructure, built to last.
03

An operating layer that thinks — and acts.

Because everything’s connected and semantically understood, AI can finally do real work on your firm — not generic chat. Ask which projects are at risk and who to move, and get an answer grounded in your actual data. Let it draft the client status report, flag the overallocation before it happens, or surface the expansion hiding in an account. Set goals and let it execute them.

And it connects to Claude and the tools you already use over MCP — so the AI in your workflow runs your firm, instead of just talking about it.

Hands sketching a plan on a glass wall — modeling how a firm actually works.
04

Your firm doesn’t run like everyone else’s. Neither should your tools.

When you need something off-the-shelf software doesn’t have — a custom intake workflow, a margin dashboard, a delivery view built exactly your way — build it. Ontologic’s App Builder spins up custom apps on your own data, wired into the whole graph, with AI that builds and updates them alongside you. Start with what you need today. Extend across the firm as you grow. The platform goes as deep as your business does.

A wireframe graph sphere in mint and gold — a connected model you can build on.
05
Operating margin
15–25%

A 5–10% utilization swing can move operating margin 15–25%.

Margin leaks in misallocation and late visibility — not delivery quality. Ontologic surfaces the leak (idle capacity, scope creep, write-offs) before it hits the quarter.

Deloitte Global Consulting Outlook

06

Built for firms whose business is delivery.

Consultancies, agencies, systems integrators, IT services, L&D and training firms, dev shops — any team that wins client work and lives or dies on delivering it well. If utilization, margin, and delivery visibility decide your quarter, Ontologic is your operating system.

A delivery team working late around a table of plans.
07

Not one more tool to bolt on.

01

Point tools

CRM, PM, and spreadsheets don’t connect. Ontologic is one graph.

02

Legacy PSA

Expensive, rigid, and built before AI. Ontologic is AI-native and shapes to your firm.

03

Generic AI

Doesn’t know your business. Ontologic hands it the map of your firm — and the power to act on it.

See what Ontologic looks like for your firm.

We’re working with a small group of founding firms to build the operating layer professional services has been missing. If that’s you, let’s talk.

Visor
Ontologic guide

I’m Visor. Ask me about Ontologic — the platform, pricing, or how it fits your business.