Each engagement targets a single, repeatable workflow — the one most painful, most measurable, most repeatable across firms in the sector. Pick a workflow or filter by industry.
Two views. Operational sizes the time and cost saved on a single workflow. Strategic sizes the revenue-per-head uplift across the whole business.
Realistic share of the workflow we expect to automate end-to-end. Default sits at the middle of what we have seen in Phase 0 installs.
Sized to be useful, not precise. The real number comes out of the discovery sprint.
Named case studies land as Phase 0 engagements close. Below: composites of the engagement pattern we are productising — clearly labelled, no invented quotes, no fake logos.
Composite of the engagement pattern we are productising for the broking sector. Renewal pack assembly moves from the broker's desk to an agent stack; the broker reviews and sends.
Composite based on the inbound triage workflow. Consultants approve a drafted shortlist instead of building it from scratch.
Composite of the client-query triage workflow. Routine queries are drafted from the firm's knowledge for partner sign-off; the genuine judgement calls escalate cleanly.
A workflow earns its place in the catalogue when it hurts every firm in the sector, runs the same way across them, and maps to a number the owner already watches. Everything else is a distraction.
Not a chatbot rollout. Not a slide deck. An ex-SVP / VP / GM operator, augmented by AI, installing one workflow that actually runs. Thirty minutes to see if it fits.
