AI implementation for specialist advisory firms
We design and install purpose-built software, AI systems and agents for specialist advisory firms. They put useful knowledge within reach and carry the repeatable parts of client work, so your people can build new services, give clients more and keep the judgement that makes the work worth paying for.
We start with what already works. Sometimes the right answer is a simpler process or standard software.
01 / A client service built around your method
A market-intelligence service could bring research, interpretation and client briefing into one connected system. The client receives a briefing they can act on. The system is software built around your method, agents carry the research and preparation inside it, and your specialists shape the advice.
Illustrative design · fictional material · no agents running
Example procurement requirement: component traceability records.
For suppliers preparing to bid: which traceability records would they need?
Which records need strengthening before a bid?
Your specialist shapes the advice and decides what is issued.
Research → interpretation → briefing.
The support check examines the draft across these handoffs.
Candidate responsibilities: a person, a rule, existing software or a bounded agent could carry each part. Nothing runs here.
02 / Software your clients can use
A decision workspace can make an assumption explorable. Change a number and see which option still holds. Your method sets the factors. The client sees the consequence.
Try the decision example ↗A$1,320 four-week cash · 360 orders/week capacity
The current-depot option covers the assumed demand within the cash ceiling. The excluded checks remain open.
Source basis remains 360 orders. Two trained allocations; A$8,000 four-week ceiling. Numerical fit is not viability or a spending decision.
Fictional working example · deterministic calculation · no live AI
03 / Knowledge and expertise
A finding can carry its sources with it, so a reviewer checks the basis instead of rebuilding it, and a newer colleague can see why the method was used. The same design can bring approved prior work and appropriate external material into a case.
Two accounts describe reformatting exports for client reports.
No timed effort, quality baseline or evidence that this is the buyer’s top priority.
Most customers do not trust the reporting product. They need automated insights before they will buy more.
Supplied correctionIn this six-note synthetic set, two accounts raise questions about metric definitions and two describe reformatting exports for client reports. Inspect those steps in completed work before choosing an improvement. The material does not establish general distrust, a current access problem, time savings or buying intent.
The weekly figures work for our team review. For a client report, I export them and rebuild the layout in our presentation template.Return to the finding ↑
The numbers export correctly. I copy them into two client templates every week because the layouts differ.Return to the finding ↑
Authored fictional example · no live AI
04 / The commission
The brief, the delivery work and the commercial handoffs belong to one service. A Blueprint covers one important revenue path, meaning the way one service is won, delivered and paid for. It contains three complete connected designs, shared sources and controls, a ranked first installation and a decision review.
A standalone Blueprint you keep. Installation is separately scoped and quoted.
One service: enquiry → scope → delivery → acceptance → collection → permitted reuse.
Agree the service, scope and evidence needed.
Sources, scope and gaps carried into one case record.
Engagement lead accepts or returns.Material findings connected to evidence and a professional decision.
Qualified reviewer owns the advice.Acceptance carried into finance and rights-approved method reuse.
Finance and practice lead decide.Source rights · named owners · complete-case economics · recovery paths · representative tests
Repair the intake method first. Then compare the report capability against the simpler method. Use existing tools for close-out; no custom AI close-out agent is justified in this sample.
Tests are proposed, not run. Your firm’s evidence determines its designs.
05 / Evidence
Open an example, follow its sources and inspect the decisions behind it. No meeting required.
06 / A useful next step
Start with a free 25-minute Fit Call with a founder. No preparation or confidential files. We talk about a service you sell repeatedly and a recent engagement.
You keep a short reviewed provisional Fit Note, delivered by the time agreed at booking. It may point to a Blueprint, a simpler approach or no build.
Book a free Fit Call ↗Blueprint and installation are separately quoted. Read the service guarantee.
