Workspace
Transform signals into revenue.
Revenue opportunities hide in client emails, documents, receipts, and transaction data. Ravical’s AI infrastructure surfaces them and prepares the work, so your team handles more without adding headcount.
Make every client feel like your most important client. Service offerings that used to require partner intuition, now happen systematically across your entire firm.
Define what triggers action
Multi-source trigger engine
Define what matters to your firm. Build custom triggers that pull from inbox conversations, client milestones, regulatory changes, and third-party data sources to surface opportunities aligned with your specific expertise.
Manage, prioritise, and act
Lead intelligence
Surface what others miss. Our AI analyses all client touchpoints, lifecycle events, external datasets and behavioral signals to identify advisory opportunities at exactly the right moment.
Know what to do next
Next best actions
Stop guessing what to do next. AI-powered recommendations guide your team to the highest-value actions for every client relationship, with clear context on why each opportunity matters.
See your growth strategy
Client-service matrix
See the full picture. Visual mapping shows exactly which clients need which services, turning relationship intuition into structured growth strategy.
How advisory scales
AI-powered client-service mapping makes every role in your firm stronger
For partners
Your advisory expertise becomes scalable. Every relationship insight surfaces automatically, prioritised by revenue potential.
For managers
Your team operates from a single source of truth. No more scattered spreadsheets or missed opportunities.
For advisers
You focus on relationships, not administration. The platform shows you exactly where to add value next.










