FIG. 01 — FIRM OPERATIONS
The RFP response is due at 9am. The answer already exists — in a deliverable, somewhere, in a folder tree nobody can navigate — priced two different ways by two different partners. None of tonight is billable.
It’s 11:47pm and a partner is rebuilding a proposal the firm already wrote in 2022.
The answer exists — in a deliverable nobody can find, priced two different ways by two different partners. We build AI that puts your firm’s own best work back to work: proposals, knowledge, time capture, reporting — permission-aware, citation-backed, live in four weeks at a fixed price.
FIG. 02 — WHERE THE HOURS DIE
Five workflows quietly eroding realization. Growth built them — you just inherited them.
Proposals, firm knowledge, time capture, engagement setup, and client reporting all run on manual assembly from scattered files. Here’s where the hours die:
Proposals start from zero
Partners rebuild proposals from old decks, and pricing and scope drift between them. RFP to response takes days of the most expensive time in the firm.
The answer exists, somewhere
It’s in a 2022 deliverable nobody can find. New hires spend months re-learning what the firm already solved — billed to no one.
Time leaks before billing
Time entered late and vaguely becomes write-offs at pre-bill. Realization erodes quietly, engagement by engagement, and nobody sees it until the quarter closes.
Every engagement, manual setup
Conflict checks, engagement letters, and project scaffolding get assembled by hand for every new client. Days pass between the yes and the work.
Reports compiled by hand
Recurring status and results reports get built from project tools every month. Senior people doing copy-paste at month-end, at partner rates.
FIG. 03 — WHAT CHANGES
Five systems built on your firm’s own work — five before-and-afters.
Proposal Generator
Today: the blank page at midnight. After: a draft SOW assembled from your best past proposals, matched to the RFP’s requirements, priced from your rate logic. Partners edit at house quality instead of writing from blank.
Firm-Knowledge Retrieval
Today: the answer is in a folder tree, somewhere. After: ask, and get a cited answer with its source document — permission-aware, confidentiality-safe. New hires stop re-learning what the firm already solved.
Time-Capture Assistant
Today: “client work — 3.0,” written down at pre-bill. After: draft entries built daily from calendar, email, and document activity, reviewed by the professional instead of typed from memory. The write-off conversation gets shorter.
Engagement-Setup Agent
Today: days pass between the yes and the work. After: intake run, engagement letter drafted from approved templates, project scaffolded in your PSA the day the client signs.
Client-Reporting Pipeline
Today: month-end copy-paste at partner rates. After: status reports compiled from project data with a narrative draft — the engagement lead edits and signs instead of assembling.
TARGETS ARE TARGETS — SET IN THE OMEGA STATEMENT, MEASURED FROM WEEK 1. NOT CLAIMED RESULTS.
FIG. 04 — THE OMEGA METHOD, AT HOUSE QUALITY
Your partners grade real drafts before you commit a build dollar.
- WEEK 0Endgame
Your Omega Statement, signed: e.g. “First-draft proposal in 2 hours from RFP receipt, at house quality.”
- WEEK 1▪ DEPLOYEvidence + Blueprint
We run your last three proposals and a real RFP through the generator and let partners grade the drafts. Kill/go verdict, then the Build Blueprint with your DMS and PSA integrations mapped — and the permission model designed first.
- WEEK 2▪ DEPLOYBuild
First Friday deploy: drafts on historical RFPs, graded against what the firm actually sent, generator running over your proposal corpus in a sandbox.
- WEEK 3▪ DEPLOYBuild
Second Friday deploy: rate logic, client-confidentiality walls, partner review workflow — a live RFP drafted in parallel with the manual process.
- WEEK 4▪ DEPLOYBuild + Launch
Cutover, monitoring, and the Launch Runway: go-live checklist, usage dashboard, first-month review scheduled.
Working software every Friday — partners grade real drafts, not slideware.
FIG. 05 — THE ANSWERS YOUR CLIENTS’ QUESTIONNAIRES WILL ASK FOR
Client confidentiality is structural, not contractual. Plainly stated.
Your duty of care doesn’t bend for a tool. Every firm build ships inside these rules — written down before code, ready for the next client security questionnaire:
- [✓]Per-client data isolation. Client files are walled by design — retrieval never crosses engagement boundaries, and cross-client leakage is treated as a defect, not a tuning issue.
- [✓]Permission-aware retrieval. The system respects your existing access model: a consultant sees what they’re cleared to see, nothing more. Permissions are enforced at query time, not by policy memo.
- [✓]Every external artifact is human-approved. Professional duty of care stands: proposals, reports, and letters are drafts until a partner or engagement lead signs. Nothing leaves the firm on autopilot.
- [✓]No training on client data. Your engagement files inform retrieval inside your tenancy; they never train shared models.
- [✓]SOC2-friendly architecture. Access controls, encryption, audit logs — built so your clients’ security questionnaires come back clean. We claim no certification we don’t hold.
COMPLIANCE COMMITMENTS REVIEWED BY ENGINEERING LEAD BEFORE PUBLISH
FIG. 06 — A FIRST SPRINT, WORKED
A first Sprint for a shop like yours, worked end to end.
The situation
Picture a 40-person consulting firm losing 2 partner-days per proposal. Every RFP response rebuilt from old decks; pricing drifting between partners; winnable work lost to faster responders.
The Omega Statement
“First-draft proposal in 2 hours from RFP receipt, at house quality.”
What shipped
Week 1, their last three proposals and a live RFP go through the generator — and the partners grade the drafts themselves before anyone commits to a build. Four Fridays later, the generator runs over their past-engagement corpus: requirement matching, assembly from their best prior work, pricing from their rate logic — with partner review as the final gate. The midnight rebuild retires. The judgment stays where it belongs.
Metrics tracked
- RFP-TO-DRAFT TIME
- PROPOSAL THROUGHPUT
- WIN RATE
- PARTNER HOURS PER PROPOSAL
This is a worked example of a first Sprint — illustrative, not a client result. It’s stamped TEMPLATE until a real engagement replaces it.
FIG. 07 — THE PLAN AND THE PRICE
Three steps. Fixed price. Published.
DISCOVERY FEE CREDITED 100% AGAINST THE SPRINT
FIG. 08 — THE QUESTIONS YOUR PARTNERS WILL ASK
Straight answers, before the meeting.
Our client files are confidential. How is that protected?
Structurally, not contractually alone: per-client isolation, permission-aware retrieval enforced at query time, no training on client data, and audit logs on every access — inside a SOC2-friendly architecture in your tenancy. Cross-client leakage is defined as a defect in the Build Blueprint. We’ll also sign your NDA before we see a single file.
Can this integrate with our DMS and PSA stack?
Yes — document systems like SharePoint, iManage, or NetDocuments, and PSA/timekeeping tools, via API where available with documented fallbacks. Week 1 maps the exact integration path and the permission model before we commit to build. Your systems of record stay yours.
Our knowledge base is a mess — twenty years of folders, no taxonomy.
That’s the normal starting condition, and it’s what retrieval is for: the system indexes what exists rather than waiting for a cleanup project that never comes. Every answer is citation-backed to its source document, so a wrong answer is traceable, not mysterious. The Discovery Sprint measures retrieval quality on your real corpus for $7,500 before you commit.
Will AI-drafted work embarrass the firm?
Not if the gate holds, and the gate is the design: every external artifact — proposal, report, letter — is a draft until a partner signs it. The generator drafts from your own best past work, in your house style, and Week 1 exists so partners can grade its drafts before you’ve paid for a build.
Who owns and runs the system after launch?
You do — code, infrastructure, documentation, and the corpus index are yours. The Launch Runway includes handover training for whoever administers your DMS today; no resident engineer required. If you want continuing iteration — new document types, new practice groups — the Growth Package at $12,500/mo covers it, month to month.
A question we didn’t answer? Ask it in a Product Session.
FIG. Ω — THE END STATE
Bring your last three proposals.
One Product Session. Bring your last three proposals — we’ll show you what a generator trained on your own work produces, and the realization math behind it. You leave with a one-page scope and a fixed price.