Professional services

Consulting and audit firms — margin per engagement, knowledge handoff, and client data walls enforced by RBAC.

CEO CEO — firm economics

FP&A

Problem: Partner reviews discover write-offs weeks after staff already rolled off.
Agent action: Agent flags engagements crossing margin thresholds using time-and-billing exports; partners see only their client list.
Outcome: Early margin interventions rise 20% without new timesheet fields.

Agent Hub

Problem: Staff rotation loses decision logs scattered in SharePoint and wiki.
Agent action: Agent builds handoff brief from tagged emails, decks, and CRM activities for the engagement code — respects ethical walls.
Outcome: New manager onboarding pack in one business day instead of one week.

CRM

Problem: Accidental folder shares break wall rules between competing clients.
Agent action: Agent scans sharing links against wall matrix nightly and revokes or escalates per runbook — no external email send rights.
Outcome: Wall violations detected same night in 95% of test scenarios.

1
Submit your company details

Tell us your domain, size band, and which executive roles you care about. We use public information only for the first pass.
2
We review public sources

Our team and governed agents summarise what is visible from your site, filings, and news — scoped to the industry page you came from.
3
You receive a tailored report

A CxO-oriented brief arrives by email within five business days. No instant auto-report — a human quality gate on every send.

Share your company domain and the roles you want the report tailored for. We will confirm by email.

Industry context for this request: Professional services (professional-services)

Reports are tailored for organisations of 50+ employees. Smaller teams may receive a lighter overview.

We research your company and show which agents would reduce manual work in your operations.

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