Professional Services (CA, Law, Consulting)
The consequential decisions (a fee waiver, a write-off, a discount, an engagement acceptance, a credit extension to a slow-paying client) run on phone calls and "ask the senior partner", happen with no record of who said yes or why, and slip through informally to become a loss or a dispute later. The managing partner is either a bottleneck on everything or blind to what was approved in their name.
Who has it
Across all segments; sharpest in larger CA, accounting and tax firms and advisory and consulting firms, where fee discounts, write-offs and engagement acceptance still funnel through one or two partners informally.
What we build
A clear, recorded approval path for every decision that needs a sign-off: the request reaches the right approver with the figures and context attached (this client's overdue balance, this engagement's economics), the decision is captured, and nothing of consequence happens without a named partner's yes. This is the productised form of the firm's approval-gated discipline.
What is automated, where AI helps, who signs off
The reliable spine
The reliable spine is deterministic: the recorded approval path that routes each request to the right approver with the figures and context attached, captures the decision, and lets nothing of consequence happen without a named partner's yes.
Where AI helps
AI is limited to assembling the context a request needs (this client's overdue balance, this engagement's economics) for the approver to weigh; it never owns the number, the approval, the promise or the decision.
Who signs off
A named person signs off anything touching money, a customer promise, a regulated filing, a payment, a price, a credit decision or a people decision.
What changes day to day
Every consequential decision has a rule, a clear approver and a record; the managing partner stops being a bottleneck on the routine and stops being blind on the exceptional; "who approved this fee write-off and why" always has an answer.
Illustrative outcome
Fewer unrecorded write-offs and off-policy fee discounts; a clean approval trail.
Illustrative; final numbers come from your own data.
Path to the build
Book a free 60-minute call, then a free Blueprint on the firm's own records. Deep-dive and build, followed by run and govern so the workflow keeps paying back.
Related builds
A free 60-minute call. No cost, no obligation, just a clear read on what is worth building.