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Consultancies: recommendations your client can trace to the evidence

A consultancy sells judgment, and judgment is only as convincing as the evidence behind it. When interview notes, data and findings live in different decks and drives, the trail from source to recommendation goes cold, and extra client requests quietly stretch the scope. We build systems that keep every finding linked to its sources, put recommendations through review before the client sees them, and turn scope changes into decisions.
Start a projectWhere the trail goes cold ↓
interview · ops lead“Orders wait two daysfor credit checks”process datacredit check step:median 1.8 daysfinding F-7Credit checks are themain order delay2 sources · 1 conflictfinance interview“Checks take hours,not days”conflicts: noted in F-7recommendation R-3Pre-approve repeatcustomers; reviewby engagement leadacceptedR-3 in the finalreport, with itssources attached

Four handoffs where the trail goes cold

  1. 01

    Sale to delivery

    Assumptions lost after signature

    The engagement starts with the scope, exclusions and acceptance criteria the client signed, not a summary of the sales call.

  2. 02

    Interview to finding

    Interpretation detached from source

    Every finding keeps links to the interviews and data behind it, and contradictions stay visible.

  3. 03

    Finding to recommendation

    A summary isn't advice

    AI can help organise and draft. Recommendations are reviewed by the engagement lead before the client sees them.

  4. 04

    Client request to delivery plan

    Scope creep, one favour at a time

    Every new request is checked against the agreed scope; anything outside it becomes a change request. Project operations →

Two client requests, handled properly

“Can you include the Midlands site in the process review?”

  1. Checked against scope

    all UK sites included in the SOW

    done

  2. Plan updated

    two interviews added to workstream 2

    done

  3. Client told

    confirmed, no change to fees or dates

    done

In scope, so the work is planned straight away, with the reason on record.

Decks and drives, or a traceable engagement

Decks and drives

  1. 01Interview notes in personal folders
  2. 02Findings in slides with no sources
  3. 03Recommendations drafted the night before
  4. 04Scope stretched by goodwill

When the client pushes back, nobody can quickly show why.

A traceable engagement

  1. 01Every source filed to the engagement
  2. 02Findings linked to their evidence
  3. 03Recommendations reviewed before delivery
  4. 04Changes decided, not absorbed

Your advice holds up, and your margins do too.

A good fit if your engagements outgrow your decks

Good fit

  • Several consultants gather evidence on the same engagement.
  • Clients challenge findings and the sources take time to find.
  • Scope creep eats into margins.

Not the right fit yet

  • A solo practice where everything lives in one head.
  • You want AI to write recommendations without review.

Questions consultancy partners ask

Can we reuse material across clients?

Where your agreements allow it. Each engagement's material is kept to that engagement by default, and reuse follows the rules you set.

Will AI write our recommendations?

It can organise evidence and draft. Recommendations are reviewed and owned by your engagement lead.

Do we have to change how we deliver?

No. We fit around your methods and connect the tools your teams already use.

How do we start?

With one engagement: we look at how evidence, findings and scope move today and show you where we'd start.

Make every recommendation easy to defend

Walk us through one engagement from proposal to final report. We'll show you how we'd keep the trail warm.

Start a project