Business services and consulting

Organisation type

Many handoffs, plenty of context, clear accountability

In business services and consulting, work lives in conversations, documents and agreements passed from person to person. That is exactly where requests and follow-up get stuck, and where a workflow with human approval makes the difference.

Book an introduction

Scoping first, then a proposal
EU hosting
Human oversight stays

A relay of four green shapes in a row, connected by short bars; an orange dot marks the handoff in the middle.

September 20, 2026

Characteristics

What defines this sector

An advisory firm, consultancy or legal practice sells time and judgment. The work is rarely standardised, but the surrounding handoffs are: a request becomes a conversation, a conversation becomes a proposal, a proposal becomes an assignment. Every handoff is a place where information disappears or waits.

There is also accountability. A customer wants to know what was agreed and why. A workflow that proposes and logs fits better than one that quietly executes.

Processes

Suitable processes

Register and follow up requests

A request from a form or email becomes a lead in the CRM, with context and a proposed next step. See sales follow-up.

Meeting to follow-up

Transcript, summary and proposed actions with an owner and date. See meeting to action items.

Inbox triage with approval

Classify and route incoming email and propose a draft. See inbox triage.

Quote from intake

An intake form and conversation become a draft quote with source references; a person retains responsibility for the commitment. See quote from intake.

Query an internal knowledge base

Answers with sources, permissions and freshness, or an explicit “I don't know”. See query a knowledge base.

Onboard a new customer

From a signed quote to a configured environment, with fixed checkpoints. See new customer onboarding.

Limits

Where the limits lie

Judgment stays with the professional. A workflow prepares and proposes; advice or a legal conclusion does not come from a model. Confidentiality is a design requirement: a workflow only sees what the user may see, and customer data is not copied to make a workflow reusable.

Frequently asked questions

Our processes are not standardised. Will this still work?

The work does not have to be standard; the handoffs usually are. That is where a workflow starts: with the request, the report, the action and the follow-up.

Who is responsible if the workflow makes a wrong proposal?

The person who approves it. That is why approval is visibly built in and every proposal is logged with a source reference. We manage the workflow and adjust it when something goes wrong.

Does this sound like your organisation?

Bring one process. We assess suitability, risk and expected value, and tell you if it is not a good fit.