Start a conversation Service firms need to make their expertise clear to buyers and keep client commitments intact for delivery teams. Xivic helps with both: websites that explain the offer and software workflows that carry the right context from proposals into the work.
Relevant client work
CFGI advises finance leaders and private capital firms across a broad range of business needs. Xivic redesigned its homepage and navigation and built dedicated Private Capital and AI in Finance pages, giving those priorities a stronger presence on the website.
Explore the CFGI workHomepage, navigation and two service pages. Launched May 2026.
Review the first week of a new engagement. Which client decisions, promises and useful documents have to be found again? We define the information delivery teams need, identify approved sources and build the workflow that prepares it. An AI assistant may help retrieve or summarize that material, but usefulness depends on source links, access rules and a reviewable output. A first release could be an engagement brief that the responsible team can check against its sources.
Structure the firm's website around the decisions buyers make: relevant expertise, comparable work, delivery scope and who they would work with.
Choose a task such as preparing a client brief or finding relevant past work. Connect approved sources, preserve permissions and evaluate the answer with its intended users.
Carry agreed client goals, commitments and project context from sales into delivery. Make missing information and ownership visible instead of relying on another kickoff email.
If prospects cannot tell where your firm fits, start with the service website. If sold work arrives without the context delivery teams need, start with the engagement handoff. These are different projects with different evidence of success.
Choose one service line and the questions prospects ask before speaking with the firm. Organize its scope, relevant work and next step, then test whether a prospective buyer can judge fit.
Professional-services website engineeringChoose one engagement type and its approved CRM, proposal and knowledge sources. Specify the brief fields, source links and access rules. Evaluate missing or contradictory commitments before deciding whether AI should prepare the draft.
AI-assisted knowledge workflowsBring a service buyers struggle to understand or a handoff your delivery team has to reconstruct. We will identify the information, systems and first change that matter.