Run Your Firm Like
the Expert You Are
Trusted by agencies, consultancies, and MSPs across the US
The Problem
Your firm runs on five tools
and none of them talk to each other.
Spreadsheets for project status. Slack threads for updates. Invoices in QuickBooks that nobody cross-references until billing day.
Generic tools like Monday.com and ClickUp take weeks to configure — and still never quite fit how a professional services firm actually works.
Your clients notice the cracks before you do — and by then, the relationship has already frayed.
"We tried ClickUp for six months. It took two hours a week just to keep it updated — and we still missed a billing milestone."
— Director of Operations, 22-person digital agency, Austin TX
What Mavin Does
Everything a professional services firm needs. Nothing it doesn't.
Every client, every deadline — in one clear view.
Track deliverables, status, and upcoming milestones across all active engagements. No more hunting through email threads to find where a project stands.
- Real-time project status with configurable stages
- Milestone alerts sent before deadlines, not after
- Client-facing portal so clients check status, not you
Team Capacity — Week of Jun 9
Jordan K.
Senior Strategist
Priya M.
Project Manager
Marcus T.
Creative Lead
Sam R.
Account Exec
Dana L.
Analyst
Know who can take more work — before you promise it.
A live capacity view across your whole team, updated as projects shift. Stop overcommitting. Stop burning out your best people.
- Weekly capacity at a glance by person and role
- Automatic over-allocation warnings flagged early
- Forecasted availability for incoming proposals
Never miss a billing event again.
Link billing milestones directly to project progress. When a deliverable is approved, Mavin queues the invoice automatically — no manual cross-checking required.
- Milestone-triggered billing tied to deliverable completion
- QuickBooks and Stripe integrations included
- Revenue forecast based on pipeline and active engagements
Billing Pipeline
Jun 2025Apex Corp
$12,000Brand deck approved
Due Jun 15
Holloway MSP
$8,400Audit Phase 1 complete
Due Jun 30
Meridian
$4,200Strategy doc delivered
Overdue — Jun 8
Give clients visibility. Get back your inbox.
Each client gets a branded portal to track their own project — no logins to share, no status emails to write. They see what you decide to show them. Nothing more.
- Branded portal live in under 5 minutes per client
- Granular visibility controls — share only what's relevant
- Clients approve deliverables directly in the portal
<1 hr
Average time to go live for a new firm
4.7hrs
Saved per week per operations lead, on average
94%
Of customers report fewer missed billing milestones in month one
99.9%
Uptime SLA — backed by our SOC 2 Type II certification
From the Field
What firms say after the first month.
"We were running 11 active client engagements on a combination of Notion, spreadsheets, and prayer. Mavin replaced all of it in a single afternoon. Our COO actually cried — happy tears."
Rachel Kim
Founder, Vantage Strategy Group — Boston, MA
"The capacity view alone was worth the switch. We used to find out a team member was overloaded when they quit. Now we catch it two weeks out."
David Morales
COO, Apex Digital — Denver, CO
"As an MSP, billing tied to project milestones is everything. We missed $18K in invoices last year because the project lead forgot to flag completion. That doesn't happen with Mavin."
Sarah Thompson
Director of Ops, Holloway IT Partners — Chicago, IL
"I tried Monday.com, ClickUp, Notion — all of them required a part-time admin just to keep them functional. Mavin was configured and running before lunch on day one."
James Liu
Managing Director, Meridian Consulting — Seattle, WA
"Our clients used to email us every Friday asking for status updates. Now they check their portal. I got my Fridays back. That's not a small thing."
Angela Park
Principal, Clearview Brand Studio — Austin, TX
Pricing
Straightforward pricing. No setup fees. No surprises.
All plans include a 14-day free trial. No credit card required to start.
Starter
Up to 5 team members
Start free trialIncludes
Professional
Up to 20 team members
Start free trialEverything in Starter, plus
Enterprise
50+ team members
Request a demoEverything in Professional, plus
14-day free trial
Full access to all Professional features. No credit card required.
Cancel anytime
Month-to-month. No annual lock-in required.
Guided onboarding
A real person walks you through setup. Most firms are live in under an hour.
Common Questions
Answers before you ask.
How long does setup actually take?
Most firms are fully set up in under an hour. Mavin is built specifically for professional services workflows, so there's no custom configuration required to get the core features running. A guided onboarding session is included with every trial.
We're already using Monday.com. Is switching painful?
We offer a free data migration on all Professional and Enterprise plans. Your project history, client list, and billing milestones move over cleanly. Most firms complete the transition in an afternoon.
Do clients need to create accounts to use their portal?
No. Clients access their project portal via a secure link — no passwords, no accounts to manage. You control what they see and can revoke access at any time.
Does Mavin connect to QuickBooks or Stripe?
Yes. Native integrations with QuickBooks Online and Stripe are included in the Professional plan and above. Billing milestone events can automatically queue an invoice or charge in both platforms.
Is my data secure?
Mavin is SOC 2 Type II certified and undergoes annual third-party security audits. Data is encrypted in transit and at rest. We maintain 99.9% uptime backed by an SLA.
What happens if I outgrow the Professional plan?
Enterprise plans are available for firms with more than 50 team members. We'll work with you on pricing, custom onboarding, and any specific compliance or API requirements.
Start Today
Your firm deserves tools built for the work it actually does.
Get Mavin running in under an hour. No IT team required. No six-week implementation project. Just your firm, finally organized.
14-day free trial. No credit card required.