Who we serve
Firms built on knowledge work.
One shared condition runs through every firm we work with: expensive professionals spending a meaningful part of the week on work that does not require their judgement.
Who we serve
Firms built on knowledge work.
High-value professionals. Repetitive processes. Fragmented software. Operational bottlenecks. If that describes your firm, it's who we built this for.
Our clients don't want another app.
They want leverage.
Industries
- Law firms
- Accounting firms
- Consulting firms
- Financial advisors
- Wealth management
- Engineering firms
- Architecture firms
- Insurance agencies
The fit
- 10–250 employees
- Owner-led and growing
- Profitable, with expensive labor doing cheap work
- Frustrated by fragmented software
- Willing to invest in how the business runs
Where we are not a fit
It is cheaper for both of us to know now.
- Software companies building a product to sell. Different problem, different economics, and there are better firms for it.
- Firms under about ten people. The friction is real but the arithmetic rarely works — you are usually better served by configuring what you already own.
- Anyone who wants a specification built to order. If the operation has not been examined, building to the spec just makes the current process faster.
- Firms that need the cheapest possible build. We are not, and the value is in the thinking as much as the code.
The first ninety days
What this actually looks like, by size of firm.
The method is the same at every size. What changes is how much can run at once, and how much of the first quarter goes on understanding what is already there.
10–25 people
One bottleneck, done properly. Usually the first month is mapping and the next two are a single system in production — most often intake, scheduling, or whatever is currently held together by one person's spreadsheet. Firms this size feel the result immediately because there is nowhere for the work to hide.
26–100 people
The common case. Enough process that the map takes real work, and enough volume that the friction is measurable in hours per week. Expect the assessment to find more than can be built in a quarter, and expect us to argue for doing less of it than you want to.
101–250 people
Sequencing becomes the hard part rather than building. There is usually a decade of history, several platforms that each hold part of the truth, and at least one automation layer nobody currently at the firm built. The first ninety days are mostly about establishing which system owns which fact.
Not sure which side of that line you are on?
Ask. A thirty-minute call settles it, and we would rather say no early than sell you an engagement that does not pay for itself.
Book an Operational Strategy Call