Run your firm the way you advise your clients
Fiduciaries, law firms, notaries and engineering offices excel at their craft, yet rarely manage their own business with the same rigour. We help partners define a strategy, deploy it and steer the results.
In a professional services firm, the quality of the work is rarely in question. What is harder to sustain is the management of the business itself: how partners spend their time, the profitability of each engagement, succession, the recruitment of qualified people. Too often these topics come after client files.
We work with fiduciaries, law firms, notarial practices and engineering offices. For each mission, we compose a senior team: a dedicated contact, our core team (strategy, finance, operations, data, AI) and sector experts from our network. We work with your existing tools and do not sell software.
The industry’s challenges
Billed time, time actually spent and the agreed fee often diverge, and the gap is not visible engagement by engagement. We rebuild a clear view of margin by client, by type of service and by team.
Partner departures, transfer of capital and client relationships, decision rules: these topics are postponed until they become urgent. We address them early, with quantified scenarios and a realistic timetable.
The workload concentrates on a few senior people, while junior staff expect a clear career path. We clarify roles, delegation and progression so the firm can absorb growth without exhausting its team.
Where AI makes the difference
Common sense is enough to set a few reliable indicators: hours, realisation rate, margin, work in progress. AI is used only to reconcile data scattered across your management and billing tools.
Checklists, templates and a clear split of tasks first reduce rework. AI can then assist with drafting or document review, under a professional's control and with confidentiality respected.
A simple ranking of clients and high-value services guides the effort, with no new tool required. Where useful, AI helps analyse the portfolio and spot under-served segments.