The Firm Capacity System · for specialist advisory firms
AI implementation for how your advisory firm wins, delivers and gets paid.
We redesign repeated work—from qualifying an opportunity and preparing its scope to reviewing the deliverable, supporting billing and reusing approved methods—around the services you sell, the evidence you can use and the decisions your people must make.
A provisional first check for one priority. No confidential client files. View your result without giving an email.
A clear Blueprint decision—or your money back.
14 calendar days after complete delivery and the decision review to request your Blueprint fee back. Refund within five business days; you keep the design.
More suitable client work. A clearer grip on what it costs to deliver. Less avoidable work returning to the same people. A method the next team can use with confidence. The ambition is more worthwhile work and a firm that runs dependably with less avoidable pressure on its people.
Start with the change that matters to you, then look at the work behind it.
Choose and scope suitable work
An inquiry reaches a partner before the fit facts, assumptions and approved prior scopes are together.
Illustrative review desk. The fictional source and report below are inspectable.
See the job, not just the AI label.
A useful AI step has a defined input, a result someone can inspect and a person who decides what happens next. In the fictional Northbank interview study, permitted notes become source-linked findings and questions for a reviewer. An unsupported conclusion is returned for correction. The reviewer keeps the judgment and the decision to issue the work.
Follow the complete preparation and correction record
Read the five authored teaching sources → inspect the report’s three findings and locators → see the reviewer’s return → inspect the corrected handover and its named owners. This fictional specimen demonstrates the form of work; it does not assert an executed AI workflow, professional acceptance or measured savings.
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.
A faster draft helps only when it improves the work around it. If unclear scope, weak demand, an unavailable reviewer, necessary professional judgment or software you already own is the real issue, another workflow may be the wrong answer. We compare the options and make that decision visible—including simplify, defer or leave alone.
One revenue path. Three complete designs.
The paid Blueprint examines the work across your firm, selects three connected opportunities and fully designs each. Your evidence decides which three—and which one deserves the first installation. What you buy is a usable design, and then, if the evidence supports it, one separately scoped working capability with written acceptance tests.
Fictional Northbank Blueprint
Actual opportunities are selected from your firm’s evidence. Your path includes the stages relevant to your work.
Enquiry
Scope
Delivery
Acceptance
Collection
Permitted reuse
Scope → Delivery
Accepted evidence brief
Scope and evidence enter delivery with a source and rights record.
Delivery → Acceptance
Review-ready report and decision
Permitted evidence becomes a prepared report with checks and an explicit review decision.
First installation to assess in this fictional example
Acceptance → Permitted reuse
Close-out, collection and reuse
Accepted work produces an authorised close-out record for finance and permitted learning.
Existing tools may be enough
Inspect the complete fictional designs and decision ledger
Accepted evidence brief
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.
Fictional design example, not client results. We count preparation, review and correction across the whole case. Released hours are capacity; financial value needs demand, useful redeployment or avoided cost, and collection evidence. External business outcomes are not guaranteed.
The service you sell sets the path. Your sources and permissions set the inputs. Your people define what is acceptable. Your systems and operating capacity shape what can be installed. Inspect what each input changes, then compare it with the fictional Northbank example.
The service you already sell
What it changes in the design
Which revenue path we map, and the output form each design must produce: a readout, a report, a code frame, a decision pack.
Fictional Northbank example
A fixed-fee operating-model diagnostic. The output is a reviewed findings report and an agreed action handover.
Your permitted evidence and rights
What it changes in the design
Which sources a design may read, what it must leave untouched, and what happens when a source changes or a right is unclear.
Fictional Northbank example
Client-authorised interview records and documents in one allowlisted case folder. A changed source invalidates the affected finding until a reviewer reaccepts it.
Who prepares, reviews and accepts
What it changes in the design
Where the human gate sits, who holds it, who deputises, and what a return looks like.
Fictional Northbank example
An engagement lead accepts the evidence brief. A professional reviewer owns every finding. Finance owns invoices and collection.
The tools worth keeping
What it changes in the design
Whether the work runs through your existing templates and systems, what is configured rather than added, and which integrations the quote names.
Fictional Northbank example
Existing approval and accounting tools carry close-out. No custom AI is justified for that step.
Your acceptance standard
What it changes in the design
The representative cases and written acceptance tests the first installation must pass.
Fictional Northbank example
Five proposed tests per design, including a missing source, a denied cross-case request and a replay. All marked not run.
Standard for every firm
One path mapped end to end. The whole case counted: preparation, review, correction, coordination. Three complete designs, each with a simpler or no-build option. Named human authority, source traceability and safe stops. A ranked first installation, separately scoped. The published guarantee.
Start with a free conversation. Buy a standalone design when the evidence supports it. Installation is a separate decision.
DecisionWhat happensWhat you commitWhat protects you
1Fit Call
What happens25 minutes with a founder to identify the constraint, one important revenue path and the next useful check. Bring your Firm Capacity Check result if you have one.
What you commitNo fee. No confidential files.
What protects youA fit, no-fit or next-evidence decision. No build commitment.
2Firm Capacity Blueprint
What happensOne path mapped. Three complete connected designs, shared controls, simpler alternatives and a ranked first installation.
What you commitQuoted for your firm. Paid upfront.
What protects you14 calendar days after complete delivery and the decision review to request the fee back. You keep the design.
3First installation
What happensA separately scoped working capability with its own quote, owners and written acceptance tests. Not included in the Blueprint.
What you commitDeposit upfront. Balance on written acceptance.
What protects youCore test failure: correction and retest, then the installation and associated Blueprint fees actually paid back if still unresolved. Full terms apply.
4Stabilization and next decision
What happens30 calendar days of in-scope stabilization after written acceptance, then decide whether to expand, hand over or agree specific support.
What you commitStabilization included. Later work agreed separately.
What protects youNo automatic retainer. Each new responsibility earns its own scope.
