We help specialist advisory firms improve a service they already sell, or work out whether a new one is worth building. Start with the work: what your team prepares, what a reviewer needs and what the next person receives. These are examples from three separate example workspaces.
Bring the evidence into the review.
In Northline’s example, AI proposed an interpretation of the interviews. A reviewer challenged how one passage was used, corrected the wording and kept the reason with the report.
The sponsor’s version uncertainty and the lead’s report of complete handovers concern distinct aspects of the process. The lead passage challenges a missing-information explanation for two cases; it does not contradict the sponsor’s experience or the distinction made in this theme. Treat its relationship as qualified rather than as an opposing account.
2 more saved passages in the file.
Give delivery the scope behind the proposal.
Birchwell’s internal proposal sets out the decision, the deliverable and the exclusions. The delivery team can see what it is being asked to take on before work starts.
Which first onboarding process test should Birchwell choose after a checklist desk review and one internal workshop?
2 more saved passages in the file.
Test the service before you build it.
Marlow’s test plan compares a proposed service with the firm’s existing process. It sets out what would need to be useful, what it would cost and what still needs to be tested.
Bounded internal test plan. End-client decision: which workstream commitments may responsibly be proposed for the next fortnight, which need a client decision, and which lack a verified evidence basis. The competent comparator is the existing monthly steering meeting and action register, with the four issue questions added manually to the ordinary pre-read. The proposed extra input is one versioned cross-period exception brief separating changed, unchanged and uncertain evidence, naming the responsible checker, and connecting each item to a decision. It does not replace the meeting or require software.
1 more saved passage in the file.
From the first conversation to the next engagement.
Your team decidesPartner commissions the pilot and separately decides whether to offer the service.
Learner check: write one sentence in the form “This quotation [supports/qualifies/contradicts/is unclear about] [exact proposition] because …”; then write one separate sentence stating what it does not establish.
We scope connections around one piece of work: bring in the right source, prepare what needs attention, then leave the decision with the person responsible.
Documents and evidence
Compare selected source files with the report in progress, then prepare a change register for the reviewer.
SharePoint
Google Drive
Excel
Word
Conversations and methods
A chosen check-in, discussion or approved method page can become linked questions and a reviewable brief.
Teams
Slack
Notion
Delivery and firm operations
Selected deal, delivery and invoice records can prepare a handover or reconciliation prompt for the people who own the decision.
HubSpot
Asana
Xero
Connections are scoped per installation. These examples are not connected to external tools. A local file or Word export is not a Microsoft integration.
Sollerius
Sollerius connects engagements, agents, workflows and firm knowledge around the way your advisory business runs. Follow client work from its first brief through analysis, review, delivery and learning.
Product preview · Sample workspace. A build is scoped around your service, tools and review process.
Follow the engagement from its brief to work, delivery and learning.View full screen
Start with one service.
We design and build software and AI around the client work your firm already does. You can commission that work while Sollerius is in development. Your people keep the advice, the judgement and the client relationships.
Your current tools are the starting point. We compare process changes and configured software with what a tailored build would add. A build has to earn its place in the work, including the time your team spends reviewing and correcting it.
Free Fit Call
Talk through one recent engagement or a service idea: what already works, what repeats and what you want to change. Your existing tools may be enough. You keep a short provisional Fit Note, with its timing agreed on the call.
When the scope is clear
A Build or Connected Build, quoted directly.
A Build installs one useful capability for one team and one service. A Connected Build links two or three stages of that service. The quote sets out the work, connections, tests and who will operate it.
When the design needs work first
An optional Blueprint.
Map one route from enquiry through delivery to collection. Get three complete connected designs, shared sources and controls, a ranked first installation and a decision review. The designs are yours to use with us or another implementer. Installation is quoted separately.
Terms shared by every build
Acceptance
Tested with your team on representative work against the criteria in your quote, then accepted in writing.
Stabilisation
Thirty calendar days of in-scope stabilisation after written acceptance.
Continuity
Continuing support is optional and agreed separately.
An example: revising a recurring client report
Illustrative scope, agreed separately for each firm.
You bring
A recent report, its permitted source files, your reporting method and the reviewer who knows the work.
We install
A way to compare changed sources, prepare a cited revision and put the draft and its evidence in one review. Connections to your file store are included only where agreed.
Your team decides
The consultant corrects the draft. The reviewer approves the exact version and records the reason. The client lead decides what is issued.
Before handover
Test representative reports, unsupported claims, missing files and changed sources against written acceptance criteria. Agree who operates the workflow, how failures are handled and how to return to the existing process.
Fees, effort and timing depend on the agreed scope. If core work fails, we correct and retest it free; if it still fails under the ten-business-day correction process, you may stop and receive fees actually paid for the installation and associated Blueprint, subject to the full terms. A completed Blueprint has a 14-day satisfaction refund after delivery and review. Read the service guarantee.
Richard OpondoCo-founder, Build n BloomRayan RategoCo-founder, Build n Bloom
Start with a piece of work you know.
A free Fit Call about a recent engagement or a service idea. Tell us what works and what you want to make possible. No confidential files or preparation needed. You keep a short provisional Fit Note and choose the next step with us.
