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Professional Services

Cut the unbillable work. Keep what you know.

Proposals drafted in hours, not days. Client intake that tracks itself. Institutional knowledge that stays when people leave.

We are new. We do not have a roster of managing partners to show you. What we have is a model: start with one unbillable workflow, project the recovered hours honestly, deliver in a fixed sprint, and stay accountable after launch.

Based in Canada? Government programs may be able to offset the cost โ€” see Grant-Backed AI โ†’

Data to DecisionMultiple data inputs converging into a single decision output.CRMDocsFormsSignalsAIGo
Past project files turned into a searchable starting point for the next proposal.

Where we focus

Four workflows that drain billable time

Each is a documented, solvable problem. The question is which one to tackle first.

Proposals and decks take 10 hours that do not bill

We build proposal generation workflows that pull from your existing project library, match scope to past analogues, and produce a structured first draft. Your team edits and positions โ€” they stop writing from scratch.

Utilization tracking is always a week behind

We automate time entry reminders, connect your project management system to your billing platform, and surface utilization by person and project in a live dashboard โ€” so you catch under-billing before the invoice goes out.

Client intake is a manual back-and-forth

Onboarding new clients means emails, forms, follow-ups, and document requests spread across inboxes. We build structured intake workflows that track what is outstanding, send reminders automatically, and route completed documents to the right place.

Institutional knowledge lives in people's heads

When a senior partner leaves or a consultant moves off a client, the project knowledge goes with them. We build AI-assisted knowledge bases that surface past work, precedents, and playbooks from your existing files โ€” making institutional memory searchable.

Illustrative scenario

What this looks like for a mid-size consulting firm

A representative scenario โ€” not a specific client. It shows how the engagement model applies to a common pain in the sector.

Illustrative ยท Representative, not a specific client

A 20-person management consulting firm wins work from a mix of inbound leads and referrals. Every engagement starts with a proposal. Senior consultants spend 8โ€“12 hours per proposal โ€” researching past projects, assembling scope, writing the approach section โ€” before any billable work begins.

We start with the proposal workflow. Map every step. Identify which parts draw on past project files: approach sections, scope templates, team bios. Build a retrieval system that surfaces the three most relevant past proposals when a new one starts, plus a draft generator that assembles a structured first version.

The goal is not to remove the senior consultant from the process. It is to remove the blank-page problem. The engagement runs 6 weeks at a fixed cost. After launch, proposal time drops and senior hours go to client work.

Workflow GearsInterconnected gears representing automated workflow stages.IntakeAIOut
Proposal workflow: from blank page to structured first draft.

How we work

Four commitments on every engagement

Not aspirational. Operational.

A horizontal 4-step flow: 1. One workflow first, 2. ROI before you pay, 3. Fixed sprint, 4. Post-launch1One workflow firstChoose the target2ROI before you payHours + rate estimate3Fixed sprint4โ€“8 weeks4Post-launch30-day monitoring
01

One workflow first

We start with the process costing your team the most unbillable time. We map it, estimate the savings in hours per week or per engagement, and get your sign-off before we build anything.

02

ROI before you pay

Before the sprint begins, you see a documented estimate: unbillable hours recovered, at your blended staff rate. If the math does not work, we say so.

03

Fixed sprint, known cost

The engagement runs 4โ€“8 weeks with a fixed price. No open-ended retainers. You know the cost before we start.

04

Post-build monitoring

After launch, we monitor for drift. Source data formats change, integrations update, edge cases appear โ€” we stay on it so your team does not have to.

Deliverables

What every engagement delivers

  • Process map with time-per-step and automation opportunity scoring
  • Built and tested automations deployed to your environment
  • Integration with your existing tools (CRM, project management, document storage)
  • Exception-handling logic and alerting
  • Runbook: what each automation does, how to monitor it, how to intervene
  • Training session for your operations and delivery team
  • 30-day post-launch monitoring window

Canadian grant angle

Federal, provincial, and regional programs may offset part of the cost of an engagement like this for a Canadian firm. Eligibility, amounts, and timing are determined by the program administrator โ€” not by us, and we will never promise an approval. What we do: scope the work first, and if a program plausibly fits, structure the deliverables so the paperwork is clean.

See how Grant-Backed AI works

Start here

Find out which workflow to automate first

The free AI scorecard takes 5 minutes. It surfaces which unbillable workflows have the highest automation potential and gives you a starting point for the conversation.

No commitment. The discovery call is 30 minutes. If the ROI math does not work, we say so.