Professional Services

Bill the thinking, not the typing.

“The proposal that used to cost a partner a weekend now costs a review.”

Managing partner · boutique consulting firm

Agent 01

The Proposal Drafter

Turns call notes and your past SOWs into a first-draft proposal in your voice, scoped sections and all. Partners edit instead of assemble.

Worker multiplier6×Drafts in minutes; a partner finishes in one review.

How it works

The loop: Runs on request. Reads your call notes and past SOWs. Drafts the proposal in firm voice. Saves it to the deal folder. A partner edits and sends.

What it needs:

Read: call notes and the SOW library
Write: drafts to the deal folder
Owner: your managing partner
Hard spend cap per run
Audit trail on from day one

Agent 02

The Utilization Clerk

Rolls utilization and WIP across every engagement into one Monday morning view. No spreadsheet safari required.

Worker multiplier5×Rolls up every engagement Monday, not the ones you recall.

How it works

The loop: Runs Monday at 6am. Reads timesheets and WIP from the PSA. Rolls both up by engagement. Posts one view to leadership. Humans have the conversations.

What it needs:

Read: the PSA timesheet export
Post: the leadership channel
Owner: your operations director
Per-run budget cap, enforced
Every run logged

Agent 03

The Client Watcher

Reads the news across your entire book of business and flags the moves that deserve a partner phone call this week.

Worker multiplier8×Reads news on every client daily, not the top ten.

How it works

The loop: Runs daily. Reads news across your client list. Filters for moves that matter. Posts flags with a suggested opener. A partner makes the call.

What it needs:

Read: the client list in your CRM
Post: the partner digest email
Owner: your BD lead
Spend cap live in the request path
Every flag logged

A team that does the work of a bigger one bills like a bigger one: utilization up, because the minds are back on billable work.

An illustrative scenario: the multipliers are directional, not promises, grounded in how much an agent covers and how often it runs. Your real number comes out of the Readiness Map.

Get your real numbers

The Real Numbers

Enough ranges. Get your number.

Here's the honest catch: every number on this page is directional, because every shop is different. Your stack, your volume, your team decide where you land. The Readiness Map pins it down: your workflows, your multipliers, your first agents, with names and owners. Directional for the industry. Exact for you. That's the Agentic Standard.

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