Who we serve
Mid-sized & Multi-office Firms · 25–150+ People
Standardise every department, govern every system - a governed data platform, an automation portfolio and controlled AI, with the evidence a firm of your size is expected to produce.
The starting point
Where you are today
At your size the risk is no longer inefficiency - it is inconsistency you cannot evidence and technology nobody owns. Departments and offices adapt the operating model locally, so reporting has to be reconciled before it can be read. The same client number exists in four systems with three values. Institutional clients and quality reviews expect documented controls and traceable evidence. Staff are already pasting client material into consumer AI tools - without a policy and an approved alternative, that risk is live. And software gets bought by whoever needs it, with nobody owning architecture, integration, security baseline or licences.
Challenges we commonly see
- Departmental and multi-office variance - consolidated quality is an average, not a standard.
- Data with no owner: one client, four systems, three values.
- Institutional clients and quality reviews raising the evidence bar.
- Ungoverned AI already in use on client material.
- No technology owner - architecture, security and licences unmanaged.
- Firm-wide reporting reconciled by hand before it can be read.
How we help
Relevant capabilities
Process
Map how the work actually runs, remove the waste, then standardise it into SOPs, checklists and review controls people actually follow.
Explore capabilityData & Analytics
Pipelines that consolidate and validate the numbers, feeding partner, manager, client and audit dashboards.
Explore capabilityArtificial Intelligence
Document intelligence, a knowledge assistant over approved firm sources, and agent-assisted workflows - always under human review.
Explore capabilityConsulting Services
Technology roadmap, architecture, security, data and AI governance, vendor selection, and fractional technology leadership for the firm.
Explore capabilityWhat changes
What we put in place
- A firm-wide process standard - one documented operating model per service line, adopted across departments and offices.
- A governed data platform - pipelines from practice, accounting, payroll and tax systems into one validated layer with ownership and lineage.
- An automation portfolio with a centre of excellence - intake, prioritisation, build standards, monitoring, a named owner per workflow.
- Governed AI and knowledge - an approved assistant over firm sources, an acceptable-use policy, audit logging and a route away from consumer tools.
- A fractional technology office - CTO, CIO or data officer on a regular cadence, without the full-time hire.
- Institutional-grade evidence - control matrix, access model and audit logs produced as standard, ready for any quality review.
Data & AI
Real problems, solved with data & AI
Firm-wide dashboards by office: deadlines, WIP, review ageing, utilisation, billing and collections.
Audit analytics - full-population journal analysis, duplicates, gaps and unusual entries feeding sampling and exceptions.
A secure knowledge assistant with role-based access, source-linked answers and audit logging on every query.
In practice
How we typically help
A typical opening is a four-to-six-week diagnostic - departments, systems, data, controls and security assessed, with a three-year roadmap - alongside one 90-day pilot in a single department or office. A common pilot at this size is the secure firm knowledge assistant, delivered governance-first: approved sources only, role-based retrieval, human review on anything that becomes advice. Programmes run through a transformation office, quarter by quarter, with governance deliverables - control matrix, access model, audit log design - produced, not promised.
Recognise your practice here?
A 60-minute discovery workshop with your partners is how every engagement starts - no preparation needed, and no obligation after it.