YOUR FIRM
SELLS
expertise.
NOT
ADMIN.
We build the systems consulting firms need to grow without adding overhead: automated project workflows, clear pipeline visibility, and client delivery infrastructure that runs without a director managing every step.
Billable utilization at professional services firms fell from 73.2% in 2021 to 68.9% in 2024, below the 75% level the benchmark calls optimal.
Source: SPI Research and Kantata, 2025 Professional Services Maturity Benchmark (403 firms)
STRONG CLIENT
WORK. WEAK
infrastructure.
Most consulting firms grow on reputation. The infrastructure behind the work? Held together by senior people doing things that should run automatically. The same operational gaps show up firm after firm.
Proposal and Scoping Bottleneck
Every new engagement starts from scratch. Proposals assembled manually, scoping documents drafted from memory, pricing calculated in spreadsheets. Senior consultants spending 6 to 10 hours on work that should take 90 minutes.
Project Delivery Without Visibility
Once a project starts, tracking progress means asking people. There's no single view of what's on track, what's slipping, and what the client needs to know. Oversight depends entirely on individuals.
Inconsistent Client Experience
What a client experiences depends on which consultant is running their project. There's no standard onboarding sequence, no consistent update rhythm, no reliable way to know how each client is feeling at any point.
Utilization Managed by Intuition
Understanding who is available, what they're working on, and when capacity opens up requires a conversation or a spreadsheet. Resourcing decisions are made on incomplete information.
No Systematic Repeat Business Process
Relationships end when projects close. There's no system for staying in touch, identifying follow-on work, or keeping past clients warm. Revenue from existing clients is lower than it should be.
THE SAME FIRM, connected.
THE CONSULTING
delivery engine.
Proposal Generation System
New engagements scoped and proposed in a fraction of the time. Templates configured for your service lines. Pricing calculated automatically. Proposals out the door in under two hours.
Project Delivery Dashboard
Every active project visible in one place: milestones, deliverables, client sign-offs, and outstanding actions. Directors see what needs attention without having to ask.
Client Communication Workflows
Standard update emails, milestone notifications, and feedback requests sent automatically at the right project stages. Clients feel informed. Consultants spend time on the work.
Utilization and Capacity View
Real-time view of who is working on what, where capacity sits, and when resource will become available. Staffing decisions made on accurate information, not guesswork.
Client Portal
A branded space where clients access deliverables, review progress, and submit feedback. Reduces back-and-forth and keeps the relationship professional from start to finish.
Relationship Management
Automated touchpoints with past and current clients at meaningful intervals. Follow-on work identified systematically. Relationships maintained without anyone having to remember to do it.
FOUR PHASES.
No surprises.
Operations Audit
1–2 weeks · $2,500 · guaranteedPaid before work begins. We map your entire firm: every workflow, every tool, every manual process. We score each area, quantify the cost, and deliver a prioritized roadmap. Whether or not you continue to a build, the audit is yours. If it doesn't find at least $10,000 a year of recoverable time and cost, we refund the fee.
Design
1–2 weeks · included in buildWe architect the solution before we build anything. Every system is designed for your firm: your tools, your team, your way of working. You approve the design before we write a single line of code or set up a single automation.
Build
3–8 weeks · project feeWe build in weekly sprints. You see what we've built every Friday via a short video update. Nothing goes live until you've tested it and approved it. No surprises at handoff.
Handoff & Support
1–2 weeks · includedFull documentation your team can follow. Live training with everyone who will use the system. A 30-day support window after launch. At 30 days, a before-and-after report showing what changed.
LET'S TALK
ABOUT YOUR
firm.
15–20 minutes. We check that we're the right fit for your firm. If we are, you'll have an audit proposal the same day.