Consultant tracking that holds up in a steering committee.
Tracking each transition, client dashboard, complete legal traceability. Marvin replaces the shared Excel files that don't survive an audit.
Progress Reports
AI-generated
15 % France Transition
annual audit
audit trail
complete by default
Today's reality
When each case demands perfect traceability.
Shared Excel files that don't scale
Multiple consultants, multiple versions, a client asking for 6-month history. Impossible to reconstruct.
No timeline per coached executive
How many meetings, what advice given, where are they today? Everything lives in heads or emails.
Artisanal client reporting
Every month, you build a PowerPoint by hand. 4 hours lost × N clients.
No audit trail
For a serious firm, lack of traceability = risk on sensitive engagements.
How Marvin speeds it up
Structured tracking, from first meeting to placement.
1 executive = 1 full file
Profile, goals, constraints, HR history, training rights. All in one place, shareable with the client if needed.
Custom process per case type
Your stages: assessment, repositioning, first interviews, negotiation, placement. Adapted to your methodology.
AI Note Taker for every meeting
Transcription, structured summary, action points. No more notes lost between meetings.
Real-time client dashboard
Client sees % placed, average delay, sectors. Without asking for a PowerPoint.
What you'll use
The key apps for tracking.
Marvin Desk
Unified ATS + CRM: tracking the coached executive and the funding company. Custom pipeline by coaching type.
Learn moreMarvin Note
AI Note Taker on every coaching session. Transcription + structured summary, no notes lost.
Learn moreMarvin Board
Real-time client portal for the funding company. No more monthly PowerPoint — client follows live.
Learn moreMarvin People
Centralized pool of transition executives: availability, status, coaching history.
Learn moreWhy Marvin
Marvin vs your internal tools.
Without Marvin
- Shared Excel: no audit trail, lost on consultant turnover.
- Beetween / Cegid Talentsoft: built for recruitment ATS, not coaching.
- Custom internal solutions: expensive to maintain, never up to date.
With Marvin
- Complete audit trail by default, compliant with large-account requirements.
- True coaching tracking tool, not a diverted ATS.
- Continuous product evolution, no IT needed.
Currently using Untool?
Many of our customers came from there. We'll show you how Marvin fits in — without breaking what works.
“For the first time, our clients no longer ask us for reports. Everything is in the Marvin dashboard.”
Transition firm, 25 consultants
See all case studies