Automation for Consultancies
Workflow automation designed for UK management, strategy, and specialist consultancies — capture institutional knowledge, standardise delivery, and scale advisory work without proportionally growing headcount.
The Challenges You Face
Senior Partners on Low-Value Tasks
Your most experienced consultants spend hours every week on proposal writing, report formatting, timesheet reconciliation, and internal coordination. This is expensive time that should be spent on billable advisory work and client relationships.
Knowledge Walks Out the Door
Critical methodologies, client insights, and institutional knowledge live in people's heads and scattered documents. When senior consultants leave or move to new engagements, valuable intellectual property goes with them.
Utilisation and Pipeline Visibility
Without real-time data on consultant availability, project margins, and pipeline health, partners make staffing and pricing decisions based on incomplete information — leading to over-commitment, under-pricing, or missed opportunities.
Inconsistent Engagement Quality
Each partner and manager runs engagements differently. Without standardised frameworks, the quality of deliverables, client communication, and project governance varies widely — making it difficult to scale the firm's reputation beyond individual relationships.
How We Help Consultancies
We build automation systems that capture your firm's best practices, eliminate operational overhead, and give partners the visibility they need to make smarter decisions about people, projects, and growth.
Knowledge Management and Capture
We build automated systems that capture and organise institutional knowledge as it is created — tagging deliverables, indexing past proposals, and linking insights across engagements. When a consultant needs to find a relevant case study or understand how a similar challenge was solved before, the information is searchable and accessible in seconds.
Proposal and Report Automation
Our automation pipelines assemble first drafts of proposals and reports from templates, past deliverables, and client data. Your consultants refine and add strategic insight rather than starting from blank pages, dramatically reducing the time from brief to delivery.
Utilisation and Financial Dashboards
We connect your time-tracking, project management, and billing systems into real-time dashboards that show partner-level visibility into utilisation rates, project profitability, pipeline health, and revenue forecasts. No more manual spreadsheet consolidation at month-end.
Engagement Workflow Standardisation
We codify your best delivery practices into automated workflows — from engagement kick-off and scoping through delivery milestones to close-out and client feedback. These run consistently regardless of which team is managing the engagement, ensuring quality at scale.
CRM and Business Development
We automate relationship tracking, follow-up sequences, and pipeline management so your business development function runs efficiently. Integration between your CRM, email, and project tools ensures seamless handoffs and a complete picture of every client relationship.
Ready to Automate Your Consultancy Operations?
Let's identify the workflows that are consuming your partners' time and build automations that free them to focus on advisory work and client relationships.