One platform for your
entire practice.
Yojivo connects your pipeline, projects, hiring, and finance in one workspace. The AI assistant drafts updates, looks up meeting context, and scores candidates — because it has context across everything your firm does.
Tool sprawl is costing your firm
margin and momentum.
Your project tracker doesn't know about your pipeline. Your finance tool has no idea what your team is delivering. And every update, follow-up, and report is assembled by hand.
90 min per client, per week — 8-12 hours/week lost to operational overhead
Yojivo replaces your PM, CRM, ATS, meeting, and finance tools in one platform — with an AI assistant that has context across everything.
Book a DemoThree steps. Real context.
No copy-pasting.
The AI works because all your data is connected. A ChatGPT plugin can't do this — it doesn't have your project context, financial data, or hiring pipeline.
One AI assistant.
Full context across your firm.
Meeting scheduling with decision tracking
Schedule meetings, record decisions, and track action items in one place. Connect Zoom to auto-generate meeting links. Everything ties back to your projects.
Everything your firm does,
in one workspace.
The modules your firm actually uses, connected so the AI has real context.
Projects
Phases, milestones & deliverables — the AI pulls project context for updates
Pipeline
Deal stages & forecasting — the AI factors pipeline health into reports
Finance
Revenue, expenses & P&L — the AI references budget data in updates
Knowledge
Playbooks & research library — your institutional knowledge, structured and accessible
Training
Training records & certifications — track what your team knows
Meetings
Agenda, minutes & decisions — schedule meetings with decision tracking
Analytics
KPI data structure — analytics foundation being built
Discussions
Threaded conversations — discussions tied to candidates, deals, and projects
Notifications
Real-time alerts — the right info to the right people
Accounts
Multi-workspace & RBAC — the AI respects permissions across teams
Yojivo Platform
Custom pricing
We're onboarding early partners with custom pricing. Book a demo to discuss your firm's needs.
Book a DemoFrequently asked questions
Everything you need to know about Yojivo and how it helps consulting firms operate more efficiently.
Yojivo is an all-in-one professional services automation (PSA) platform built specifically for consulting firms. It connects 11 modules — projects, hiring, CRM, finance, time tracking, meetings, and more — into one workspace where an AI assistant helps automate routine work like project updates, meeting prep, and candidate screening.
Unlike traditional PSA tools like Kantata or Mavenlink, Yojivo includes a native AI-powered applicant tracking system (ATS) with voice interviews built in. This means the full workflow chain — win deal, staff project, track time, invoice, collect, measure profitability — lives in one platform with no integrations required.
When candidates apply for a role, Yojivo's AI conducts a structured 25-minute voice interview over the phone. The AI evaluates candidates across 5 dimensions — technical skills, communication, problem-solving, cultural fit, and role-specific criteria — then produces a scored report with transcript highlights. Your team reviews shortlisted candidates, not hundreds of resumes.
Yojivo is designed for small to mid-sized consulting firms (5–200 people) that are outgrowing spreadsheets and disconnected tools but don't need the complexity and cost of enterprise PSA platforms. It scales from solo practices to multi-office firms with separate workspaces per practice area.
Yojivo can replace several point solutions: project management (Jira/Asana), CRM (HubSpot), ATS (Workable/Greenhouse), time tracking (Harvest), and basic invoicing. Because all modules share the same data, the AI can connect insights across domains — something impossible with separate tools.
Yes. Yojivo uses end-to-end encryption, HSTS with preload, and strict content security policies. We use no tracking or analytics cookies — only strictly necessary session cookies. We are compliant with GDPR and the Australian Privacy Act, and we provide a self-service data rights portal where you can export or delete your data at any time.
Yojivo offers custom pricing based on your team size and the modules you need. You start with a core module (like AI Hiring) and add operations modules as you grow. Contact us for a personalized quote based on your firm's needs.
Yes. We offer guided demos where we walk you through the platform using your own use cases. We're working with early design partners and welcome consulting firms that want to shape the product. Book a demo to get started.
The best PSA (professional services automation) software for consulting firms connects every workflow in one platform: winning deals, staffing projects, tracking time, invoicing clients, and measuring profitability. Yojivo is purpose-built for this. Unlike horizontal tools that serve every industry, Yojivo is designed specifically for consulting operations and includes a native AI-powered ATS with voice interviews — a combination no other PSA offers.
Project management tools like Jira or Asana handle task tracking and workflows, but they stop there. PSA software covers the full business lifecycle of a consulting firm: CRM and pipeline management, resource planning, project delivery, time and expense tracking, invoicing, and profitability reporting. Yojivo goes further by adding AI-powered hiring and an intelligent assistant that reads across all modules, so your data works together instead of sitting in silos.
Consulting firms typically lose 8-12 hours per consultant per week on non-billable admin: writing project updates, prepping for meetings, switching between tools, and screening candidates. The most effective way to reduce this overhead is to consolidate tools into a single platform and automate repetitive tasks. Yojivo replaces 6-8 separate subscriptions with one workspace where AI drafts updates, preps meeting context, and screens candidates automatically.
A consulting-specific ATS should go beyond resume storage. It needs AI-powered resume parsing that extracts skills, certifications, and experience automatically; a scoring system that ranks candidates against role-specific criteria; structured interviews (ideally AI-conducted) for consistent evaluation; compliance checks built into the process; and integration with your project staffing so you can place hired candidates immediately. Yojivo includes all of these natively.
AI candidate scoring evaluates applicants against predefined criteria using natural language processing and structured assessment. In Yojivo, each candidate receives a 0-100 score based on five dimensions: technical skills, communication ability, problem-solving aptitude, cultural fit, and role-specific criteria you define. The AI parses resumes instantly, then conducts a 25-minute voice interview to validate qualifications. Hiring managers review scored shortlists instead of reading hundreds of resumes.
Most consulting firms track projects in one tool and finances in another, creating blind spots in profitability. Yojivo connects them natively: project phases and milestones link directly to time entries, which flow into invoicing and revenue recognition. The AI assistant can answer questions like 'What is the margin on the Meridian project?' by reading across both modules in real time — no spreadsheet assembly required.
Kantata (formerly Mavenlink) and similar enterprise PSA tools are powerful but designed for large organizations with dedicated operations teams. They require significant setup, training, and per-user costs that can be prohibitive for firms under 200 people. Yojivo is built specifically for small to mid-sized consulting firms (5-200 people) with a simpler onboarding process, modular pricing where you start with one core module, and a native AI assistant that reduces the admin burden without needing a dedicated ops team.
See how it all connects
We'll walk you through a live demo of the AI assistant, platform capabilities, and how it all connects — tailored to your firm's needs.