Platform

The operating layer your firm actually runs on.

One connected model of your firm — pipeline, projects, people, and knowledge — with AI that reads it and acts on it. Not five tools bolted together. Not a chatbot that visits your data and leaves.

01

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.

A shaft of light in a vast concrete interior — infrastructure, built to last.
02

From scattered tools to one living model.

01

Connect

Bring in the work you already do — CRM, projects, documents, calendars. Ontologic maps it into a single entity graph instead of a pile of disconnected apps.

02

Model

Your firm's real structure — clients, engagements, people, skills, margin — becomes a queryable model, not scattered records that only make sense to the person who entered them.

03

Ask

Ask anything across the whole firm and get an answer grounded in your actual data — which projects are at risk, who’s free next month, where margin is leaking — in seconds, not a Friday.

04

Act

Set goals and let agents do the work — draft the client update, flag the overallocation before it happens, move the resource. Every engagement makes the model sharper.

03

An operating layer that thinks — and acts.

Because everything is 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 status report, surface the expansion hiding in an account, or catch the overallocation before it costs you.

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.

See it running on 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.