Plan better. Manage Better. With AI.
Planning is the leverage point
When work is planned around the real capacity of your people, everything downstream improves. Priorities stay clear. Schedules stabilize. Utilization rises naturally. Profitability follows.
Your AI planning assistant, always on the job
Mosaic’s AI planning assistant continuously monitors projects, workload, deadlines, and delivery signals across the firm — and proactively chases down the missing updates so managers and leadership always know what changed, what’s still outstanding, and where the risk is.
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Plan Projects. Manage Workload. Stay in Control.
Plan timelines, assign teams, and manage project budgets in one place
Mosaic replaces fragmented spreadsheets and disconnected tools with a single planning system for the firm.
- TimeIines
- Team Assignments
- Budget Tracking
Match the right people to the right work
Get real visibility into workload and availability. Balance teams, plan around real capacity, and prevent overload before it happens.
- Capacity Planning
- Workload Balance
- Overload Prevention
Mosaic's AI Assistant keeps watch — and chases the updates
Daily, weekly, and monthly digests highlight:
- what changed
- what information is missing
- which deadlines are drifting
- where workload or delivery risk is building
Chello does the chasing across systems, meetings, and spreadsheets — so managers and leaders get a clear operational briefing instead of hunting for what’s missing.
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A continuous planning system
Plan Work Around Real Capacity
Build project plans based on the real availability of your people. Assign teams, sequence work, and set expectations before projects begin.
Keep Work and Issues Visible
Everyone can see who is doing what, where workload is building, and which deadlines matter. Teams stay aligned because the plan is shared and visible.
Chello Monitors and Chases Updates
Chello monitors projects, workload, deadlines, and delivery — chasing missing information, surfacing what changed, what's outstanding, and where the risk is.
Adjust Before Problems Spread
When workload shifts or deadlines move, teams rebalance work and update plans quickly. Small adjustments prevent larger operational problems later.
Most firms have a visibility problem.
Turn planning data into operational briefings
The same planning data flowing through Mosaic powers automated weekly briefs and monthly reporting — so leaders stay ahead of workload, delivery, utilization, and variance without waiting for a manual report cycle.
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The best tool is the one that people actually use
Intuitive
Visual planning designed for real operational workflows.
Automated
AI monitoring and digests reduce manual coordination.
Collaborative
Everyone can see who is doing what so teams plan and manage work together.
Planning is the highest-leverage investment a firm can make.
Firms that shifted from spreadsheets and ERPs to Mosaic are see measurable returns in utilization, revenue, and time reclaimed.
- 88%
utilization achieved by CetraRuddy — up from 77–80% — after moving to Mosaic
- 75%
reduction in time spent managing resources, reported by the firm CPL across 9 practices
- 32%
average per employee profit growth in two years for firms that replaced fragmented planning with Mosaic
The best tool is the one that people actually use
Built-in operations best practices
Small utilization gains. Significant revenue impact.
Planning around real capacity increases utilization without increasing burnout. Small improvements in efficiency increases utilization which significantly increase the firm’s revenue and profitability.
Adjust the inputs to see your improvement.
See Your Improvement Here
Planning and delivery data stay aligned across the firm
Mosaic integrates with your financial and operational systems so planning and delivery data stay aligned across the firm. Stop exporting spreadsheets and manually reconciling data. Mosaic keeps the information connected.
See Mosaic in action
Keep teams aligned. Stay on top of what is happening across the firm. Mosaic helps firms run their operations with clarity and control.
a call with us.
