Your firm's most valuable asset walks out the door every evening.
Independent professional services firms sell expertise. But the knowledge behind that expertise lives in senior partners' heads, scattered email threads, and nested folders no one else can navigate. When your best people leave, their 20 years of client knowledge leave with them.
Consulting Firms
Prior engagement intelligence, proposal content, and client relationship history made searchable across your team.
CPA Firms
Partner knowledge, client tax positions, and engagement history captured before your senior partners retire.
Law Firms
Matter history, precedent documents, and client relationship intelligence that stays with the firm, not the partner.
Architecture & Engineering
Proposal automation, design rationale, and project intelligence that helps principals spend less time on admin.
The founder bottleneck is universal.
Every professional services firm has the same structural problem: 1 to 3 senior people hold all the client relationships, pricing intuition, and institutional knowledge. The firm's value depends on them, which means the firm's future depends on capturing what they know before they leave.
- Knowledge workers spend 9.3 hours per week searching for information they already have
- Founder dependency is the primary factor that destroys firm valuation at exit
- 80% of first-generation CPA firms never make it to a second generation
- AI adoption is broad but shallow: generic tools everywhere, institutional knowledge capture nowhere
Where firm knowledge lives
Searchable firm intelligence
Every engagement, every client, every precedent
Your expertise is your product. We help you protect it.
We start with a focused discovery sprint to map your data, tools, and workflows. No pitch deck. Just a conversation about what your firm needs.