How the founding cohort works
Selected firms run through a 30 minute qualification call, then an IP audit workshop, then Watch Me Do It interviews, then agent design and pilot. The whole arc is fourteen to thirty days.
Docs
How the platform actually runs.
Documentation for cohort firms, partners, and operators. Light by design. The platform is built to be operated through founder led onboarding, not self serve discovery. Use these pages as a reference for the language we use and the way the system fits together.
Section
Getting started
From qualified application to first agent live.
What we need from you
Two senior consultants available for two hours each over two weeks. Access to three to five recent engagement deliverables for voice references. A primary decision maker on call.
What we deliver in the first month
Three live agents, integrated into your workflow. A configured tenant with rates, projects, time entries, and the Client Portal live. A baseline margin and utilisation read.
Section
The IP Encoding System
The four phase method that turns methodology into agents.
Phase 1. IP Audit
We map what already exists. Engagements, playbooks, slide decks, the things senior consultants do on autopilot. Output is a methodology map and an agent shortlist.
Phase 2. Watch Me Do It
We sit with senior operators while they actually do the work. Three to five sessions per agent. Output is structured transcripts and decision trees.
Phase 3. Agent design and prompt encoding
We translate the structure into agents with the firm's voice, guardrails, and review workflow. Output is agent specifications and the prompt architecture.
Phase 4. Pilot, validate, scale
We run the agents on live engagements alongside the team. We measure time saved, margin impact, and quality. We hand the system over and scale to the next agents.
Section
Modules
What is included in each tier and how the modules connect.
Delivery, Time and Billing, Resource and Capacity
The foundation operate layer. Projects, phases, milestones, tasks. Time entries with hierarchical rates. Resource allocations with hard, soft, and sales types. Available on every tier.
Playbook, Profit First, Executive Cockpits
The systematisation layer. Encoded methodology, financial discipline, executive visibility. Foundation tier and above.
Deal Relay, Marketplace, Supplier
The ecosystem layer. Partner network instrumentation, supplier marketplace, vetting workflow. Growth tier and above.
Recruitment, Contractor Portal, Skills Matrix advanced
The talent layer. Vacancies, placements, contractor lifecycle. Practice tier and above.
Section
Integrations
What the platform plugs into.
Xero
Two way sync. Invoices push to Xero on send. Contacts sync on create. Sync logs queryable.
Microsoft 365 and Teams
Graph subscriptions for calendar and mail. Teams webhook destinations for notifications.
DocuSign
Envelope creation, status, audit chain.
Open CRM via webhook
Bring your existing CRM. We POST to your webhook on engagement create, status change, deal update.