SECURE · SCALABLE · BUILT FOR HOW DELIVERY ACTUALLY WORKS

Bring your client success
and professional service process
into one place.

zmove is a secure, scalable platform built for client success — faster delivery, more accuracy, and the internal visibility to know what's actually happening. Professional services is where we start: governance, repeatability, automation, and AI applied to SOWs, status, documents, time, and the health of every project — built on the systems you already run.

See how it fits your stack How it works →

Client success firstSpeed and accuracy your clients actually feel

Secure by designAccess inherited from your own systems, every action audited

One process, everywhereRepeatable delivery, not tribal knowledge

Built for PS — and beyondProfessional services is where we start

Your systemsSharePoint · Kimai · Plane · HubSpot · QuickBooks

zmove platformGoverned · Repeatable

Delivery, standardizedSOWs · Status · Docs · Health

WHY THIS EXISTS

Built by operators, for operators — because client success starts with PS.

We've lived the SOW chaos, the status-report scramble, the fragmented handoffs — from inside real PS delivery, not as outside technologists guessing at the problem.

Professional services is where client success actually gets won or lost — so it's where we start. Internal visibility, standardized process, faster and more accurate delivery: all of it exists for one reason. When PS delivery goes well, clients stay happy.

OPERATORS

→

OPERATORS

WHY NOW

Every PS org runs on tribal knowledge and one-off tools.

SOWs live in one person's template. Status reports get copied by hand into three different tools. Documents scatter across drives and inboxes. No one — not delivery leads, not the PMO, not the board — has one real picture of health across the book.

A secure, repeatable platform fixes that. Automation and AI are how it gets done — not the point of it.

SOW template that only lives on one person's laptop

Status update copied by hand into three different tools

Document versions scattered across drives and inboxes

One governed platform, every project, one picture of health

Every person on the team, working from that same picture.

WHAT IT DOES

Everything your delivery already needs — standardized.

Configured to how your org actually works, running on the systems you already have.

Build & review SOWs

Draft statements of work, get them reviewed against your own standard, and — coming soon — price them consistently across the team.

Standardized status reporting

The same report format, every project, generated from real activity — not copied by hand between tools.

One home for documents

Delivery documents land where they belong automatically, versioned and searchable — no new system to manage.

Time & project tracking

A simple interface for logging time and tracking progress — Kimai, your PM tool, whatever's underneath stays exactly as it is.

Reminders

Proactive nudges for timecards, approvals, and renewals — so nothing slips because no one remembered to check.

Management overview

One real picture for leadership: delivery, schedule, and budget health across every project in the book.

HOW IT WORKS

We configure into what you already run.

No rip-and-replace, no new system of record. Three things happen underneath one conversation.

Connect

SharePoint, time tracking, project management, HubSpot, QuickBooks, Slack — whatever's already in place. Access is inherited from your own systems, not owned by us.

Orchestrate

The right agent handles the right job — ours, or one you already use — governed and auditable the whole way through.

Judge

Real PS-specific intelligence: SOW quality, delivery health, board-ready synthesis. The part generic tools were never built to do.

SECURITY & GOVERNANCE

How the security actually works.

zmove doesn't build its own permissions layer. Every action runs through the credential of the person doing the work — so access is whatever your own systems already allow, nothing more, nothing invented on top.

Inherited access

No separate permissions layer to manage. If someone can't see it in your system today, they can't see it here either.

Full audit trail

Every action recorded: who did it, through which credential, on which project. Available, not extra.

Built to scale

One platform, every project, every team — architected to grow with your org rather than get replaced by it.

THE AGENT MODEL

Three tiers, one system.

Different work needs different levels of oversight. The aggregator tier is what gives leadership one real overview of health and status across every project — not a flat list of bots.

End-user agents

The individual doing the work — SOW help, timecard entry, day-to-day questions.

Aggregator agents

Management, across the whole book — health, status, and capacity rolled up in one place.

Autonomous agents

Running quietly in the background — filing, monitoring, governance — with no one watching in real time.

Where we're headed: bring your own agent

Already using an agent from Copilot Studio or another platform? The goal is to bring it into this same system — audited and governed exactly like everything else here. Governance is what makes that possible without adding risk.

Governance

Repeatability

Automation

HOW WE BUILD

Governance first. Then repeatability. Then automation. AI where it earns its keep.

Not everything needs a model call. Deterministic work — filing, syncing, checking, reminding — runs as plain automation. AI is reserved for SOW grading, health synthesis, and the judgment calls that actually need it.

It's cheaper, it's faster, and it's the difference between a real platform and an AI feature bolted onto one.

Routine workAutomation

SOW gradingAI judgment

Health synthesisAI judgment

Document filingAutomation

GETTING STARTED

Start small. Prove it. Then it becomes how you run.

Two ways to begin — both lead to the same place: zmove running as your ongoing platform.

START HERE

Configuration & Integration

We collect what's needed and configure zmove into the systems you already run. No process redesign, no rip-and-replace — live fast on your actual data.

AVAILABLE NEXT

Process & Configuration

For teams ready to go deeper: we study your actual delivery process, propose improvements, then configure zmove around the better version — once we know your delivery from the inside.

1 SOW review

2 Status reporting

3 Time & document tracking

Then it becomes your platform.

Once you're live, zmove keeps running as your ongoing platform — governance, repeatability, automation, and AI, covering more of your delivery as trust builds. One flexible arrangement, structured around how you want to work with us.

See the Quickstart guide → See the full onboarding guide →

WHERE THIS LEADS

Professional services is where we start.

Simplified data entry, information landing in the right place automatically, and smart automation of the process itself — structured so AI can actually use it — is where this goes next. Standardized status reporting and aggregated visibility follow naturally from there. What we're actually driving is client satisfaction: faster delivery to your clients, with more accuracy, is what keeps them happy — and what keeps margin healthy.

NOW

Delivery, standardized

Real connectors, real governance — the foundation client success is built on.

One view, across every project

Standardized reporting and a management overview — nothing slips, nothing surprises a client.

WHERE WE'RE HEADED

Bring your own agent

Governed the same way as everything else — the trust that makes scaling client success possible.

See the full product journey →

Cost / time / effort Speed & accuracy to client Client satisfaction

Less cost, time, and effort on the work. More speed and accuracy delivered to the client. Client satisfaction compounds from there.

Start with what you have.
Build from what we learn.

Configuration first — collect what's needed and wire in. Process improvement comes later, once we know your delivery from the inside.

Talk to us

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