From referral and conflict check to pitch, delivery and relationship growth — KVP brings Sales Cloud, Agentforce, Experience Cloud and Data Cloud together for law, consulting, IT services, engineering, advisory and agency firms.
Salesforce becomes the firm's single system for clients, relationships, business development and engagements. KVP's reusable professional-services build adds Client and Deal 360 pages, AI referral intake, AI conflict checks with an accept gate, a pitch workspace with RFP AI, rate cards and timesheets, client and partner portals, and Agentforce agents for BD, pipeline, management insights and data stewardship. The same build is relabelled per sub-sector — a "matter" becomes an engagement, project, mandate or search assignment.
Partner or client refers work via portal; AI reads the documents.
AI conflict check, risk band, approval and accept gate.
Pitch workspace, RFP AI requirements and win strategy.
Engagement, rate card, timesheets and checklists.
Relationship health, insights agents and cross-sell.
Pick your sector to see how the build speaks your language and what sells best.
Your terminology
Matter · partner counsel · pitch · conflict check
What sells best
Example use case
An external counsel's referral is read by AI, conflict-checked across all entities and turned into a deal, pitch and matter in one tracked journey.
Professional-conduct conflict rules, client confidentiality and privilege, DPDP / GDPR.
Eight capability groups, built on Salesforce and ready to configure for your firm.
AI that reads referrals and RFPs, assesses conflicts, drafts win strategy, summarises engagements and answers leadership questions — grounded in your Salesforce data with Einstein Trust Layer masking on.
A Salesforce implementation for a technology SaaS business, connecting go-to-market and customer operations on one platform.
Read case studyAn account-centric CRM that brings bids, relationships and project context together for a multi-disciplinary engineering consultancy.
Read case studySpam reduction, grading and scoring, connected campaigns and GA4 attribution for a multi-product global SaaS company.
Read case studyLaw firms, management consultancies, IT services and system integrators, engineering and AEC consultancies, M&A advisers, executive search, real estate advisory, marketing and PR agencies and insurance brokers. The same core build is relabelled for each sub-sector's terminology.
KVP has a reusable professional-services build on Salesforce that is demonstrated in a KVP demo org. Most capabilities need configuration or relabelling for your firm; production roll-out needs sizing, security review and data migration.
Sales Cloud for core CRM and BD; Einstein / Agentforce for AI features; Experience Cloud for client and partner portals; Data Cloud licences and credits for unified profiles and segments. Editions and pricing are confirmed during scoping.
Insurance, investment advisory, healthcare referrals and government work need a compliance and legal review covering data protection, sector regulators and AI use before any commitment. Einstein Trust Layer masking stays on.
We'll walk you through the journey with your sector's terminology and use cases.