The system that runs your consulting firm, built around how you work.
From proposal to delivery to invoicing, one place. Shaped to your process.
Your firm runs on spreadsheets and email.
Proposals in docs, engagements in spreadsheets, client updates in email, invoicing somewhere else, none of it connected.
You can't see which engagements are profitable and which are losing money without building a report by hand.
Every new hire means more manual admin, so your margins shrink exactly when you're trying to grow.
Off-the-shelf tools never fit how your firm delivers, so your team works around the software instead of with it.
Built around how your firm already works.
Every advisory firm works differently, so a generic tool never quite fits. We map how your firm runs, your stages, your terminology, your deliverables, and build the system around that.
One system that runs the whole firm.
Your engagements move through one place, from won to delivered to paid, with your numbers visible the whole way.
Works with the tools you already use.
We connect to the apps your firm already runs on, and keep your data moving between them.
Google Drive
Gmail
Notion
HubSpot
Dropbox
Zapier
Others are connected during the Blueprint.
How we build it with you.
1. We map your firm
We run a paid Blueprint: we map your exact process and design the system around it, then hand you a clear plan and a fixed price. No build starts before we understand how you work.
2. We build your system
We build the operating system around your firm and get it running, with you involved at every checkpoint.
3. It runs your firm
Your team works in one place, you see your numbers live, and we keep improving it as you grow.
We've already done this.
We built a complete custom operating system for Floreal Invites, replacing a tangle of spreadsheets and manual tracking with one system that runs the entire business from order to delivery to live profitability. In the months after launch, their monthly revenue grew 5x, from PKR 400K to PKR 2M.
What we built for Floreal Invites
One custom system that runs the whole business, from the first order detail a customer submits to live profitability, in one place.
The whole business, in real time.
Daily revenue, projected gross profit, projected revenue, and order trends, live. The numbers that used to take a week to pull together are on one screen every morning.
Today's revenue
$4,280
Proj. gross profit
38%
Proj. revenue
$11.4k
Every customer in one place.
Customer records, contact details, order history, and lifetime value, structured and searchable instead of scattered across inboxes and sheets.
Aisha Khan
aisha@…
Bennett & Co
events@…
Carla Mendes
carla@…
Devansh P.
dev@…
Customers submit their own order details.
A guided form customers fill in when they place an order, so every spec arrives complete and nothing gets lost in back-and-forth email.
Your order details
Design
Quantity
Event date
Wording & notes
Track every order to delivery.
All orders, their current stage, and their due dates on one board, so nothing gets missed.
The full catalogue, managed in one place.
Products, pricing, and availability, all maintained in the same system that runs orders and revenue.
Botanical Suite
Classic Foil
Modern Minimal
Engagement Profitability Leak Finder
A quick, conservative estimate of the margin leaking out of engagements that run over.
Estimated margin leaking per year
We take your annual cost to deliver (engagements x team days x cost per day x 12) and conservatively assume 10% leaks through engagements that run over without anyone noticing. Rounded down.
This is what a system built for your firm fixes. Book a fit call.One price, set before we build.
Starting at
Engagements start at $9,000. We set the exact price in the Blueprint, once we understand your process. Fixed price, agreed up front. No hourly billing. Every engagement begins with a $1,500 Blueprint that maps your firm, credited toward your build.
Core OS
The system that runs your engagements end to end, from intake to invoicing.
Complete OS
Everything in Core, plus a client portal, deeper reporting, and connections to the tools you already use.
Questions
Isn't custom software expensive and slow?
We work to a fixed scope and a fixed price, set in the Blueprint before we build. You know the cost and the plan up front. The bill matches the plan.
Why not just use an off-the-shelf tool?
Generic tools force your team to work the software's way. We build around how your firm already works, so adoption is easy and nothing gets lost in workarounds.
What's the Blueprint?
A paid first step ($1,500) where we map your process and design your system, then give you a fixed plan and price. If you proceed, its cost is credited toward the build.
Do we own it?
Yes. It's your system.
See what a system built for your firm looks like.
Start with a short fit call, or run the calculator to see what your current admin is costing you.