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AI implementation for specialist advisory firms

Take on more profitable client work without adding senior hours at the same rate.

The Firm Capacity System redesigns how client work gets done, then installs AI agents and workflows that carry defined work to reviewable results. Your specialists keep the judgement.

Illustrative work path
Prepared work.
Human judgement.
  1. Permitted sources

    Evidence, method and rights travel together.

    Evidence Method Rights
  2. Prepared work

    The finding stays linked to its basis.

  3. Specialist decision

    Approve, return for correction or stop.

    Correction returns to the work
See the whole revenue path

More work should not mean more of the same pressure.

A new engagement brings revenue. It can also bring another round of searching, preparation, correction and chasing that returns to the same senior people.

The opportunity is to change how that work moves across the firm, so expertise goes into the decisions clients value.

The basis for work is rebuilt

Useful prior work is scattered. Each new case starts with searching, reconstructing context and checking the evidence.

Senior people repair the first version

Avoidable correction takes time alongside the judgement clients actually buy.

The next decision waits

Acceptance, follow-through and collection depend on a clear owner and a reliable record.

See where the next engagement gets its capacity.

The paid Blueprint looks across one important revenue path and fully designs three connected opportunities. Evidence determines which improvement deserves the first installation.

Illustrative Blueprint

One revenue path.
Three connected opportunities.

Actual opportunities are selected from your firm’s evidence. Your path includes the stages relevant to your work.

  1. Enquiry
  2. Scope
  3. Delivery
  4. Acceptance
  5. Collection
  6. Permitted reuse
Accepted evidence briefScope → DeliveryScope and evidence enter delivery with a source and rights record.

Work and evidence

Assemble the agreed scope, permitted sources and rights record into an evidence brief. Make missing or conflicting inputs visible before preparation starts.

Human decision

The responsible specialist accepts the basis for work, requests missing evidence or stops the case.

What to test

Check source traceability, permission gaps, conflicting inputs and the recorded acceptance of the brief.

Inspect this opportunity in the sample Blueprint
Review-ready report and decisionDelivery → AcceptancePermitted evidence becomes a prepared report with checks and an explicit review decision.First installation to assess in this fictional example

Work and evidence

Prepare a report from accepted, permitted evidence. Keep the source beside each finding and record checks, uncertainties and exceptions.

Human decision

The qualified reviewer can approve, return for correction or stop. Professional judgement stays with that reviewer.

What to test

Test ordinary work, unsupported findings, missing evidence, reviewer correction and the accepted final output.

Inspect this opportunity in the sample Blueprint
Close-out, collection and reuseAcceptance → Permitted reuseAccepted work produces an authorised close-out record for finance and permitted learning.Existing tools may be enough

Work and evidence

Carry the accepted result and authorised close-out record to finance. Identify what learning may be reused and under which rights.

Human decision

Finance approves billing and collection steps; rights owners approve reuse. A custom close-out agent is not recommended in this sample.

What to test

Check acceptance records, authorised finance handoffs, collection evidence and reuse permission, including safe stops.

Inspect this opportunity in the sample Blueprint
Decision ledger · fictional example
OpportunityRoute to assessHuman decision
Accepted evidence briefImprove the basis for deliverySpecialist accepts or returns the brief
Review-ready report and decisionFirst installation to assessReviewer approves, returns or stops
Close-out, collection and reuseExisting tools may be enoughFinance and rights owners approve

Against your baseline, we test for less effort across the whole case, fewer avoidable corrections and more useful senior capacity. We also track the work clients accept and the fees collected, so a faster first draft is only part of the picture.

This example is fictional; modelled gains are not client results. Released hours are capacity. Financial value needs real demand, useful redeployment or avoided cost, and collection/contribution evidence. We measure the complete case; external business outcomes are not guaranteed.

See what you keep in the Blueprint

The source stays beside the finding.

In this fictional example, a prepared report finds three missing receipt records. The reviewer returns the conclusion: missing records do not establish delayed delivery.

The useful work is a finding someone can check, correct and approve. Your specialists retain that decision.

Read the source record
Fictional worked exampleReview pack / 01
Engagement logCase notesReview criteria
Prepared report · source-linked finding

Evidence to decision

Eight constructed cases were checked against the engagement log and review criteria before a finding was prepared.

Prepared findingThree cases have no receipt recorded in the engagement log.
Reviewer dispositionReturn for correction

Missing records do not establish delayed delivery. Check actual receipts before drawing that conclusion.

Open report and sources ↗
Watch how the reviewer returns the finding

See what reaches the reviewer.

One finding, its sources and the decision that returns an unsupported conclusion.

Source recordsEngagement log · Case notes · Review criteria

Eight constructed cases checked against the permitted record.

Prepared findingThree cases have no receipt recorded.

Source-linked report prepared for specialist review.

Reviewer dispositionReturn for correction

Missing records do not establish delayed delivery.

Fictional worked example. Authored to explain the method. It is not a live workflow or evidence of client results.
Read the example

The engagement log has no receipt recorded for cases B, E and H: three of eight constructed cases. This does not establish delayed delivery.

The draft conclusion is returned. The corrected finding keeps the missing records and the uncertainty visible. Operations checks actual receipts; a reviewer judges the finding; finance waits for evidence. No invoice or reuse is authorised by a prepared report.

Open the report and its sources

Start with the constraint. Commit as the evidence improves.

The Firm Capacity System is the overall offer. The buying path gives each decision its own scope.

  1. Fit Call

    No fee. Identify a growth or delivery constraint and an important revenue path. A founder checks whether deeper investigation is justified.

  2. Firm Capacity Blueprint

    Paid and quote-specific. Map the path, measure its economics and fully design three consequential connected opportunities, with shared controls and a ranked first-installation recommendation. You keep the designs, including simpler alternatives, deferral or no build.

  3. First installation

    A separate purchase with its own scope, price and written acceptance tests. Essential agents in that agreed scope are included; shared setup is costed once.

  4. Stabilisation and next decision

    30-day stabilisation follows acceptance. Later expansion or handover is separately justified, with no automatic retainer.

Where does more client work put pressure on your firm?

On a no-fee Fit Call, a founder checks the growth or delivery constraint, the important revenue path and the next sensible step. No confidential client files are needed.

Discuss your firm's capacity