Boutique capability. Big firm execution.
ConsultancyOS is built for strategy, transformation, change, and advisory firms with strong methodology in three or four senior heads. Encode the IP that wins you work. Productise the delivery. Win deals on outcomes and economics without losing the boutique edge.
Three pillars tuned to this kind of firm.
Your method as agents. Not as decks.
Strategy firms live and die by methodology. The 2x2 frameworks. The discovery sequence. The recommendation structure. We encode your method into agents your team runs every engagement. The IP stops walking out at 5pm.
Outputs that sound like the partner.
The agent layer is trained on the firm's historical deliverables. Partner reviews and shapes. Final outputs are indistinguishable from work the partner drafted personally. Quality stops varying by who staffed the engagement.
Productise without losing the partner stamp.
Partner led delivery used to mean the partner had to be in every room. Now the partner can leverage the agent layer across five engagements at once. The client still sees the partner. The firm scales without diluting.
Your method, encoded into the engagement.
The methodology that wins you work runs the work too. Each phase has its agents, its templates, its checkpoints, its deliverables. Senior partners review and shape. Juniors execute the firm's method, not their own version of it.
The numbers we keep seeing.
What firms in this category ask first.
We are not a software shop. Will our consultants use this?
Consultants reject tools that add admin. They adopt tools that remove it. The agent layer removes grunt work, not consultant judgement. Most cohort consultants stop using the previous tool stack within a month.
Our methodology is proprietary. How do you protect that?
Your IP stays your IP. Multi tenant isolation, per tenant encryption, your agents are not shared with other firms, your data never trains a shared model. Optional regional data residency at the Practice and Enterprise tier.
Can we white label the client portal?
Yes. The Client Portal is fully white labelled per tenant. Your logo, your colours, your welcome message. Clients see your firm, not ours.
Do you support our existing tooling?
Microsoft 365, Xero, DocuSign, Teams are all native integrations. CRM via webhook. We do not require a rip and replace. Most boutique firms retire two or three tools within ninety days of going live.