Most consultancies are still people + tools.
A CRM, a shared drive, four spreadsheets and the one partner who knows which version the client approved.
The tools each hold a slice. Your people are the glue.
That one person copies, chases and rebuilds it all by hand. When they're out, it waits.
Every week, by hand
- Copy client approvals from email into the engagement
- Check every deck against the approved version
- Chase the partner for review. Again.
- Rebuild the status report from four spreadsheets
If you're an associate
Every report we send should describe what the client actually approved. That shouldn't take three people checking.
Your firm stops being people + tools and becomes a system.
One that learns, runs and improves itself.
What comes off your list
No more:
Copy client approvals from email into the engagementIt learns how you work.
The client approves option C by email. The engagement updates, and the old version is flagged.
No more:
Check every deck against the approved versionIt runs the work.
Every deliverable is checked against the approved version before it leaves.
No more:
Chase the partner for review. Again.It improves itself.
Reports keep waiting days for review. It suggests who can sign off, you approve it.
How it works
Two weeks from first call to running on it.
You keep working. We do the building.
- Day 1Show us how you work today
- Days 2–6We learn how your business runs
- Days 7–13We build it around your tools
- Day 14Your team starts using it
Built to be trusted with the real work.
- Every change is on the record.See who changed what, and when: a person, or an agent acting for them.
- Your data stays yours.Kept separate from every other business, with a dedicated database when you need one.
- You set when agents ask.They work inside your permissions. You choose which sends, bookings and changes wait for your yes.
Before you get started.
Can it read long reports and decks?
It reads PDFs and images page by page, including scans, and checks them against the version on the engagement.
Who can send work to the client?
Only the people you allow. You can require a senior consultant's approval before anything goes out.
How long does it take to set up?
Your first workflow is live two weeks after our first call. You keep working while we build it.
You don't set it up. We do.
Bring us your by-hand list. We build the system with you and run it with you. If it isn't working in 90 days, you get your money back.