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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.

Find your starting point Book a free Fit Call

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.

The written promise
Fictional worked exampleNB-EX-02
The permitted inputI-02 · v1.0
Extract from the handoff register
HandoffReceipt recorded
BUnknown
EUnknown
HUnknown

The register records receipts. It does not establish delivery timing.

What the agent preparesReturned draft

A polished finding can still go beyond its evidence.

Three handoffs were delayed.

Unsupported inference in this teaching specimen. Missing records are not evidence of delay.

What the reviewer decidesReturn the unsupported conclusion.

Keep the observation. Remove the delay claim. Operations must check the missing receipts.

Inspect the source

Returned specimen shown. This is authored fictional material, not a live AI run.

Try source, result and review in the firm workbench

What would make your firm work better?

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.

Explore this work

Deliver work that is ready for review

Supporting material is scattered. The reviewer rebuilds the basis for a finding before deciding.

Explore this work

Make completion a clear handoff

Work is done, but the delivered version, acceptance conditions and approval record still have to be assembled.

Explore this work

Carry approved expertise forward

The team can find last year's work but cannot tell which method or material is current and permitted to reuse.

Explore this work
Blank ruled sheets with cobalt tabs, a pencil and a red-orange note slip on a review desk.
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.

Try the reviewed-study example

Permitted inputs

The agreed scope, handoff register, responsibilities, method and completion evidence.

  • Source IDs and versions
  • What is missing or unknown
  • Who may use the material
Read the fictional inputs

A prepared result

The agent assembles a report with observations, source locators, limits and questions for the reviewer.

“B, E and H have no recorded receipt.”
Supported observation · I-02, rows B/E/H

A source gap stays a source gap. It does not become a staffing recommendation, invoice approval or reuse right.

Your decision

The qualified reviewer checks the finding, returns the unsupported inference and owns the decision to issue the work.

The useful result is work someone can inspect and correct.Try the review yourself
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.

Open the report and recorded disposition
Watch the reviewer return 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

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.

  1. Enquiry
  2. Scope
  3. Delivery
  4. Acceptance
  5. Collection
  6. 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.

Inspect this opportunity in the sample Blueprint

Review-ready report and decision

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 reuse

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

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.

See everything you keep in the Blueprint

One useful decision at a time.

Start with a free conversation. Buy a standalone design when the evidence supports it. Installation is a separate decision.

  1. 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.

  2. 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.

  3. 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.

  4. 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.

The paid Blueprint Installation and acceptance

Before the next proposal, engagement or billing cycle, find the work worth changing.

Bring one priority and one recent example. Start with a useful first check, or talk it through with a founder.

Find your starting point Book a free Fit Call