Performance management for professional services
See contribution across projects, clients and managers.
Keep development in the picture.
EvalFlow helps consulting, accounting, engineering, legal and other professional services organizations connect project-based contribution to fairer reviews and better development conversations.
$6 per user/month · Standard onboarding included · No minimum seats
Performance beyond utilization
Billable work is visible. Contribution often is not.
Professional services performance includes delivery, client impact, collaboration, quality, knowledge sharing and future capability. EvalFlow helps collect useful context across the people who actually observe the work.
Multi-source performance context
Bring relevant manager, peer and project feedback into a structured performance history within configured permissions.
Employee-requested feedback
Let employees request input from relevant managers or colleagues after meaningful project work when enabled.
Evidence-backed reviews
Prepare reviews using captured feedback, recognition and prior context instead of relying only on utilization or recent memory.
Development follow-through
Connect review outcomes to employee-owned development priorities and recurring manager conversations.
Product evidence
See the real workflows your people will use.
These are current EvalFlow product views—not conceptual mockups. Your demonstration is configured around your roles, review structure and operating reality.
Real workflow
From project contribution to a more complete review.
Every step has a clear owner, visibility rule and next action. People remain responsible for consequential judgments and submissions.
1
Define meaningful evidence
Agree on the contribution areas, reviewer relationships, project context and decision rules that belong in the process.
2
Capture perspective
Employees, project leaders and managers exchange focused feedback through the approved workflow.
3
Prepare the review
Managers use authorized history and human-controlled AI assistance to identify evidence and improve written responses.
4
Close with action
Hold the conversation, confirm development or support priorities and return to them in one-on-ones.
Professionals need agency in the evidence process
Let employees request perspective from the people who saw the work.
Within configured permissions, employees can request feedback from their manager, another manager or relevant colleagues; document contributions; maintain objectives and OKRs where used; and prepare from the performance context they built throughout the period.
Clear value for every role
One connected process. Different responsibilities.
For people and talent leaders
Create a consistent process across practices without losing project or role context.
For partners and managers
Prepare with broader evidence, give more specific feedback and follow through on development commitments.
For professionals
Request timely input, understand expectations and take an active role in their performance history.
Evaluate the operating fit
Add performance context without replacing project or financial systems.
EvalFlow is the people-performance layer. It complements the systems used for time, billing, project delivery, CRM and core HR.
| Decision area | Typical standalone approach | EvalFlow approach |
|---|---|---|
| Performance evidence | Utilization plus manager memory | ✓Feedback, recognition, objectives and review context |
| Reviewer perspective | Direct manager only | ✓Authorized project, peer and manager input |
| Employee role | Wait for the review cycle | ✓Request feedback and maintain relevant context |
| Development | A paragraph in the final review | ✓Visible priorities and recurring follow-through |
| Rollout | Generic template deployment | ✓Configuration and training around the real operating model |
Implementation included
Your organization owns the process. EvalFlow carries the setup.
EvalFlow completes most initial configuration, validates the working setup with your designated process owners, trains administrators and managers on the approved workflow, and supports either an organization-wide or phased launch.
1
Align
Confirm the business purpose, owners, population, workflow, dates and visibility decisions.
2
Configure
EvalFlow prepares the initial users, structure, templates, permissions and workflow.
3
Validate
Process owners test the real setup by role and approve agreed corrections before release.
4
Prepare and launch
EvalFlow trains administrators and managers, supports communication and remains involved through launch.
Trust, connection and cost
Practical for users. Defensible for buyers.
Security by design
Tenant isolation is enforced at the PostgreSQL level with row-level security, authenticated access, role-based permissions, 2FA and server-side authorization.
Connected workforce data
Use supported HRIS connections, CSV or API planning to keep people, managers, departments and employment status aligned. Slack and Microsoft Teams connections support the workflow.
Predictable pricing
The standard plan is $6 per user/month or $5 per user/month billed annually. Confirm optional SSO/SAML and HRIS integration service scope during evaluation.
Frequently asked questions
What buyers and process owners ask.
Can project leaders contribute feedback without being the direct manager?
Yes, when the organization enables that relationship and permission. The process owners define who may request, provide and access feedback.
Does EvalFlow replace time, billing or project software?
No. EvalFlow focuses on performance management and complements the operational systems used to run client work.
Can reviews include evidence from several projects?
Managers can use authorized feedback, recognition and performance history captured across the period. The organization controls what belongs in the formal review.
How does Review Copilot support professional services managers?
It can help surface authorized evidence and improve wording inside an assigned review. It does not invent evidence, select ratings or submit the review.
What does implementation include?
EvalFlow prepares most initial configuration, validates the workflow with process owners, trains administrators and managers and supports the approved launch approach.
Continue evaluating
Evidence for the rest of your decision.
Bring your real process.
We’ll show you the working fit.
Use your roles, timing, workflow and buying requirements. We will demonstrate the experience, explain implementation responsibilities and answer the hard questions directly.
No setup fee · No minimum seats · Monthly option available