The Engine

The Crewpath Allocation Engine.

One scoring pass. Four weighted dimensions. A ranked match list with per-dimension score breakdowns — produced before the first calendar invite goes out.

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Abstract data flow visualization representing the Crewpath allocation engine

Eight capabilities. One allocation decision cycle.

Engagement Brief Parser

Accepts manual entry or PSA webhook. Extracts engagement type, client, duration, required skills, and start date. Normalizes skill labels against your firm's taxonomy.

4-Dimension Scorer

Runs domain expertise, client chemistry, utilization pressure, and bench cost calculations simultaneously for every consultant in your roster.

Ranked Match Output

Produces a weighted composite score and ranked list. Each result includes a score breakdown per dimension — not a black-box recommendation.

Tunable Weight Engine

Adjust dimension weights through the admin panel to match your firm's priorities. Changes are versioned — you can compare scoring runs under different weight configurations.

Retroactive Audit Mode

Score your historical engagement data to see where the model would have differed from committee decisions. Calibration tool for new firms onboarding to the platform.

PSA Integration Layer

Native sync with Kantata and Mavenlink. Flat-file import for spreadsheet-based PSAs. REST API for custom integrations. Data stays in your environment.

Allocation History Log

Full audit trail of every scoring pass, every override, and every confirmed allocation. Monthly calibration reports show override patterns over time.

Conflict Flagging

Detects double-bookings, blacklisted pairings, and utilization ceiling breaches before the allocation is confirmed. Flags are logged, not hard blocks.

Firm-Level Configuration

Every professional services firm weights allocation criteria differently. An M&A boutique priorities domain expertise above all; a strategy generalist weights relationship continuity equally. Crewpath's admin controls tune the scoring model to reflect your firm's actual prioritization — not a generic industry default. These are not display settings. Changes to weight configuration immediately recalculate all open scoring passes.

Weight Tuning

Domain Expertise Weight

Adjust how heavily project-type history influences the composite score.

30%

Weight Tuning

Client Chemistry Weight

Increase for client-relationship-heavy practices; decrease for project-type-commoditized work.

25%

Flags & Preferences

Blacklist / Preference Flags

Mark consultant-client pairings as preferred or blacklisted. Flags adjust scoring but don't hard-block — every decision stays with the partner.

Utilization Targets

Target Utilization by Role Band

Set target utilization rates per role band (e.g. Associate 85%, Manager 78%). Scoring adjusts pressure calculation accordingly.

Workflow

Approval Workflow Settings

Configure who receives ranked list output, required confirmation steps, and override reason capture.

Notifications

Slack / Teams Alerts

Deliver ranked match results directly to your resource management channel. Configurable per engagement type.

REST API & Integrations

Integrate Crewpath's scoring engine into your existing workflow tools via REST API. Available on Growth and Enterprise tiers.

POST /v1/score-engagement

# Request
POST https://api.crewpathio.com/v1/score-engagement
Authorization: Bearer <api_key>
Content-Type: application/json

{
  "engagement_type": "operational_restructuring",
  "client_id": "client_ardent_advisory",
  "duration_weeks": 10,
  "start_date": "2026-07-14",
  "required_skills": ["change_management", "financial_modeling"],
  "weight_override": {
    "domain_expertise": 0.35,
    "client_chemistry": 0.25
  }
}

# Response 200
{
  "engagement_id": "eng_8f3a29c1",
  "scored_at": "2026-06-07T09:14:32Z",
  "matches": [
    {
      "rank": 1,
      "consultant_id": "con_worthington",
      "composite_score": 84.7,
      "dimension_scores": {
        "domain_expertise": 91,
        "client_chemistry": 78,
        "utilization_pressure": 85,
        "bench_cost_delta": 76
      }
    }
  ]
}

Integration	Type	Tiers	Method
Kantata (Mavenlink)	PSA	Growth, Enterprise	`native sync`
Harvest	PSA	Growth, Enterprise	`native sync`
Flat CSV export	PSA	Starter+	`file import`
Google Calendar / Outlook	Calendar	Starter+	`calendar API`
Slack / Microsoft Teams	Notifications	Growth+	`webhook`
Custom HRIS / CRM	Custom	Enterprise	`REST API`

Ready to see what the model says about your last 12 months?

The retroactive pilot scores your historical engagement data and shows you where the model's top recommendation diverged from your committee's choice. No infrastructure change required — just a PSA export.

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