For consulting and advisory firms
Your methodology is the product. Right now it lives in four people's heads.
Somewhere in your firm there's a way you scope work, a way you price it, and a way you deliver it that took years to get right. Almost none of it is written down. It's in the partners' heads, in old decks, in the instincts of the two people everyone routes the hard questions to.
Then someone bought ChatGPT for the team, and the drafts it produces could have come from any firm on earth. That's not the AI failing. That's the AI working with what it was given: nothing.
And when a principal leaves, clients feel it within a quarter. A VIK doesn't replace the person. It keeps what they knew in the building.
What you own
What your VIK holds
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Engagement playbooks. How you scope, staff, and run each service line.
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Pricing rules. What a quote covers, how long it holds, what needs a partner's sign-off.
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Proposal language and a past-work index. What you've done, for whom, in your words.
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The firm's voice. How you write to clients. What you never promise.
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Quality standards. What "done" looks like before it leaves the building.
What it powers
What runs on it
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Proposal drafts built from your frameworks and your past work, not internet boilerplate.
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A straight answer to "how do we usually handle this" — with the file it came from.
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Onboarding that gets a new analyst to firm-standard in weeks, not a year.
See it working
Every answer traces back to a file you can read and edit. Try it.
Pick a question to open the file the AI reads:
# the AI reads the right file for each question
# ScopingScope by deliverable, not by hours.Every phase names an owner and an exit.Out-of-scope asks route to a partner.
# Pricing rulesA quote covers scope, staffing, timeline.Quotes hold for 30 days.Anything custom needs a partner's sign-off.
# Proposal voicePlain words. Short claims. Named proof.Cite past work by engagement type.Never promise a result we can't staff.
# Quality standards"Done" means partner-reviewed.Every deliverable cites its sources.Nothing leaves the building unreviewed.
What clients say
Real reviews from real work.
I've had the pleasure to work closely with Jack in numerous projects, roles, and challenges. All of which have exceeded my expectations as a company leader.
Jack was great at communicating, efficient, personable and dependable. He was easy to work with and a great asset to our team.
Jack was amazing to work with, which is why he worked for us on a long-term basis. He is thorough, accurate, and timely. I highly recommend him.
How to start
Start small. Keep everything.
Book a free intro callKnowledge Audit (fixed price, one week) Build and run ($2,500/mo)
Cancel any month. Keep every file at every step.