For firms that sell advice -- engagements from proposal to close-out, the analysis and deliverables, and the practice's pipeline, time, billing and conflict checks -- with an Engagement Lead, a Consultant and a Practice Manager.
Included in Starter, Enterprise, Platinum · Version 1.01
Each worker drafts, structures, tracks and checks. It never signs an engagement letter, statement of work or variation, never sets or discounts a fee, and never commits the firm to scope, a deadline or an outcome -- those rest with the partner or principal who holds the authority, and each worker names who that is. It never clears a conflict of interest or an independence question: it gathers the facts and the parties, and a named person decides. It never presents legal, tax, accounting or engineering advice as the firm's signed professional opinion, and it never shares one client's confidential information with another client or outside the engagement team. It never states a professional rule, liability cap or statutory figure from memory: it names the source and says to confirm the current version.
Each worker advises, tracks and drafts. Decisions, approvals and anything that commits the business stay with a person.
Runs each engagement from proposal to close-out: drafts the proposal and statement of work, tracks hours, fees and deliverables against the agreed scope, writes up variations before out-of-scope work starts, and records whether the client's objective was met.
Breaks the client's question into answerable parts, tests a working hypothesis with the right analysis tool, and drafts deliverables answer first, marking what the evidence shows, what is assumed and what is judgement, for a senior reviewer to sign off.
Keeps the practice's pipeline, timesheets, billing and utilisation current, chases unbilled work and overdue invoices, and gathers conflict and independence checks for a named person to clear before new work is accepted.
