The OrchardPortfolio intelligence

For firms that live on relationships

Your whole book of business, in one glance.

Every client is a tree. Every deal an apple. Every silent month, a falling leaf. Three hundred clients, read in thirty seconds — without opening a single row.

Already running every day inside a 30-year-old European law firm.

An orchard tree, half in bloom and half bare — the two halves of every client portfolio.

The Monday problem

You cannot see a spreadsheet.

A partner opens the CRM on Monday morning. Two hundred and ninety-one clients, five practices, three years of history. The table answers "what is the value of row 117?" — but nobody asks that. The real question is: who is quietly slipping away? A table cannot answer it. A picture can.

Same data. Same accounts. Same wins. On the right, the bare tree at the far end is a client nobody has touched in four months — worth more than the three next to it combined. You saw it before you read a word.

The visual grammar

Four things to learn. Then you can read the whole firm.

There is no training course. The metaphor does the teaching — you already know what a bare tree in November means.

Trees — the clients

Size is what the relationship is worth. A seedling is a first-time buyer; a broad crown is a decade of billings.

Leaves — the time

Green means touched this month. Gold means drifting. Bare means nobody has spoken to them since spring.

Apples — the deals

Green is a new matter, yellow is live work, red is won, brown is lost and still hanging on the branch.

Markers — the alarms

A spider means a complaint. A halo, a delighted client. A cobweb, an account nobody can reach.

The time machine

Drag the year. Watch the firm grow.

Pull the slider back to 2020 and the orchard is two saplings. Let it run and the garden fills, season by season: trees appear, apples ripen, leaves fall on the clients who went quiet. Not a re-coloured snapshot — the entire portfolio is replayed from history.

  • Six years of deals, stages and client tiers, replayed day by day
  • Cinema mode: the camera flies over the garden while the clock runs
  • Export the film — the strongest slide in any partner meeting
Trees in the garden, by year — one firm's real growth curve
"It does not replace your CRM. It reads it — and finally shows you what is in there."

What it is not

Nobody has to change how they work.

The Orchard is a visual layer on the data you already keep. Your team goes on logging deals wherever they log them today; the garden re-grows itself overnight. No migration, no new system of record, no "please fill in this field" emails to fee earners.

  • Reads your CRM through a connector — Creatio live today, others on request
  • EU/UK data residency; your data never leaves your tenant boundary
  • Single sign-on with Microsoft 365 out of the box

Production proof

This is not a prototype looking for a first user.

The Orchard runs every day inside a 30-year-old European law firm with offices in three countries. The partners there have stopped opening the CRM altogether — they open the garden. The public demo is the same software, with a fictional firm's data poured into it.

349
client trees in the live garden
6
years of history, replayable day by day
3
countries, one shared view of the book
30s
to read the whole portfolio

Straight answers

The questions people ask first.

Do we have to move off our CRM?

No. The Orchard reads your CRM through a connector and draws the garden from it. Your system of record does not change, and neither does anyone's daily habit.

Which CRMs do you support?

Creatio is live in production today. Salesforce, HubSpot and Dynamics are the next connectors, and the early-access list decides the order — that is one of the questions on the form.

Where does our data live?

In the EU or UK, in your tenant boundary. The garden is drawn in the browser from your own data; we do not warehouse a copy of your client book.

What will it cost?

We are not going to invent a number and put it in front of you. The 2026 pilots are run with the founding firms at founding-firm terms, and the price for everyone after them is set from what those firms tell us it is worth. There is a question about exactly that on the form — your answer is not a commitment, and it is the most useful thing you can give us.

Is the demo real data?

No — the demo is a fictional firm, invented for the purpose. The software underneath is the same software that a real 30-year-old firm opens every Monday.

We are investors. Who do we talk to?

Tick the last box on the form, or write to the address below. The Orchard is raising a seed round to turn one firm's daily tool into a product many firms can buy.