For consultancies and engineering firms, 5 to 100 people
A review of the one workflow where delivery slips, and AI drafting that stays inside your firm's rules. Nothing unreviewed reaches a client, and nothing unreviewed gets billed.
Discovery notes live in one place, the proposal in another, the project plan in a third. The boundary of the workflow is still argued, and nobody owns the next action.
"There is a difference between using AI to draft and using it to think. The first is a productivity multiplier. The second is a liability you are billing the client for."A consultant on r/consulting. That line is the whole design brief for this page.
The review comes first. AI drafting for your consultants comes next. Agent governance only if you already run agents and ask for it.
One workflow across up to three connected systems, investigated before any build. You get a written plan you can build with anyone. The build is separate.
Scoped after a short brief
Book a free 30-minute callProposal drafts, research briefs and status updates set up around your real work, inside your firm's rules, with review before anything leaves.
Scoped after a short brief
See the packagesAgents already in the work get fences and receipts: approval boundaries, completion evidence and a reviewable record.
Scoped after a short brief
Ask about governanceEvery line is agreed in writing before work starts. If a written check fails, the failure is documented and reworked before handoff.
| Inside | P1One-Workflow ReviewThe one workflow where delivery slips | P2Professional AI PackagesConsultants with repeat drafting work | P3Agent GovernanceFirms already running agents, on request |
|---|---|---|---|
| Starts with | A free 30-minute call about one workflow | A free assessment of your role and your firm AI rules | A short brief on the agents already in the work |
| What you get | A written review of one workflow and a plan you can build with anyone | Drafts for proposals, research briefs and status updates, set up on your real work | Approval boundaries, completion evidence and a reviewable record for each agent |
| Scope | One workflow, up to three connected systems | One recurring job first, then the next | One workflow first, one agent action defined |
| Review gate | A partner decides at each review point | Draft-only: nothing reaches a client without review | Controls agreed before the engagement |
| Written rules | A written build boundary: what is in, what is out | One page of firm AI rules: tools, data, review | Operating instructions and a test report |
| Acceptance checks | Agreed in writing before work starts | You approve them before it goes live | Acceptance criteria agreed for the engagement |
| Named owner | One named owner per handoff | You, with Mike as the person to ask | A named owner for each agent |
| If a check fails | Documented and reworked before handoff | Documented and reworked before handoff | Documented and reworked before handoff |
| Build | Separate, quoted after the review | Included: setup, live sessions with Mike, care | Scoped per workflow |
| Price | Scoped after a short brief | Scoped after a short brief | Scoped after a short brief |
AI takes the repeat drafting: proposals, briefs, updates, handoff packs. You keep the judgment, and a person reviews before anything leaves.
What it takes off your plate
What you get
More partner hours on judgment and clients, less on first drafts.
How it stays safe
No-training model on client work. A partner reviews before anything is client-facing.
What it takes off your plate
What you get
Kickoff starts with everything the proposal promised.
How it stays safe
Drafts land as tasks for approval. Nothing is sent automatically.
What it takes off your plate
What you get
Deliverables reach the next firm in one piece.
How it stays safe
Sources shown on every brief. You decide what is true enough to use.
What it takes off your plate
What you get
Less unbilled work between the work.
How it stays safe
Nothing unreviewed reaches a client, and nothing unreviewed gets billed.
Nothing is built before the workflow is understood. The build can be done by anyone, including us.
Name the one workflow that slips, and whether a review is worth it.
One workflow, up to three connected systems, with a written build boundary.
Where it breaks, who owns each step, and the acceptance checks you approve.
A plan you can build with anyone. AI drafting for your people can start in waves.
Safe to bill
From a review of AI setup offers sold to consultants and small firms, October 2026. No names, just the gaps.
Tell us which handoff slips. Mike Rodgers reads every note himself.
Prefer a time slot? Book a free 30-minute call.
The work is scoped around the tools your firm already uses. Where a system cannot support the workflow, that is named in the build boundary before anything starts.
The review ends in a written plan you can build with anyone. If you want us to build it, that is quoted separately after the review.
Every offer on this site is scoped and priced after a short brief, and the quote is in writing before you pay anything.
Client work runs on a no-training model, inside your firm's written AI rules, and client files stay off until you approve them.
If a written acceptance check fails, the failure is documented and reworked before handoff.