Scope
Map the inputs, systems, decisions, and exceptions.
Automation for consulting delivery
Client delivery should use judgment, not repeated assembly.
We scope one manual consulting workflow, build the automation, and hand it over. Your firm owns the build.
Builds start at $5,000 + $1,500/mo
- Client deliverables rebuilt from research, notes, and prior decks
- Research synthesis repeated across similar workstreams
- Recurring status reports assembled from email and meeting notes
Start with one workflow
Show us what still moves by hand.
See the workflow
The operation in motion
Status reporting, from workstream notes to client review
Updates are collected into one structure, open questions are surfaced, and the engagement team controls the final narrative.
Client status pack
Workflow live
Before · manual queue
- 01Chase workstream updates
- 02Normalize status notes
- 03Rebuild report pages
- 04Route partner review
Client status pack
After · owned system
- 01Collect structured updates
- 02Group risks and decisions
- 03Prepare report draft
- 04Route engagement review
The model
Client status pack logic should belong to your operation.
Not this
Another license, another per-seat bill, or a platform migration your team has to survive.
This
One process mapped end to end, built against the systems you already run, and handed over.
Control
People keep the approval gate. The system carries the collection, checking, routing, and recordkeeping.
Client status pack logicConsulting Firms inputsNo per-seat pricingYour workflow
How the build runs
From client status pack sample to working handover.
Four controlled moves. Roughly two weeks for a contained workflow.
Build
Construct the workflow against the stack already in place.
Approval gate
Keep judgment and exception handling with the responsible person.
Handover
Test, document, and transfer the operating system to your team.
Published floor
Start with the client status pack flow.
$5,000 + $1,500/month
No per-seat licensing.
Runs on the stack you already have.
No platform migration.
About two weeks for a contained workflow.
Consulting Firms
Tell us the process. We will tell you if it is buildable.
Start with the repetitive work, the systems it crosses, and where a person still makes the decision.