Your Best Diagnostic Should Not Live In One Partner’s Head.
Load a client’s documents and interviews. Get your assessment scored section by section, findings drafted with the exact quote behind each one, and the gaps ranked against the engagement’s objectives — ready for your consultant to confirm and send.
- 7 scored sections
- Every finding quotes its source
- Report, Word and deck in one click
No credit card. Your framework, your data, your firm’s private workspace.
Strategy & Positioning
3
Productization
2
Delivery Systems
2
Commercial Engine
2
The strategy names a market but not an offer
“The plan does not name specific offers, price points or the operating changes required; each practice leader is asked to build their own pipeline plan by Q2.”FY26 Strategic Plan
No standard diagnostic asset
Codify the two strongest partners' method into a single scored diagnostic — sections, questions, rating scale, thresholds — and mandate it on every new engagement for two quarters.
Custom Diagnostics Cost You Twice.
Once in senior hours you cannot bill, and again in work you cannot repeat.
The best diagnostic lives in one partner's head
Two people produce work you would put in front of anyone. The rest is uneven, and you cannot say why.
No two assessments ask the same questions
Everyone starts from the last deck they used, so you cannot compare one client to another or reuse anything.
Senior time disappears into setup
The people who would systemize the method are the same people who are billing, so it never ships.
Findings you cannot defend or price
Without an evidence trail behind each conclusion, the assessment cannot be packaged, repeated or sold as a product.
Four Steps. The Consultant Stays In Charge.
- 01
Load the client's material
- Upload documents and interview transcripts, or paste notes.
- Reads PDFs, Word files and text, and labels each source by type and participant.
YouThe agent - 02
Run your diagnostic
- Set the engagement objectives and press run.
- Administers your sections, questions, scale and weights against every source.
YouThe agent - 03
Review findings with the evidence
- Edit any wording, confirm what is right, reject what is not.
- Drafts each finding with the exact passage it came from, named to its source.
YouThe agent - 04
Approve and deliver
- Approve the run when it reads like your firm's work.
- Produces the client report, an editable Word version and a presentation.
YouThe agent
Read A Finished Assessment. No Sign-In.
An illustrative 140-person consulting firm: six loaded sources, scored sections, 9 findings that each quote the passage behind them, and 6 ranked gaps. Open the actual source documents and download the client report and deck.
- Client report as a PDF, cover page to sources
- The same report in Word, so you can edit before sending
- A client presentation with scores, findings and where to act first
- A ranked gap list scored on impact, effort, risk and objective fit
- An audit trail of who ran what and who approved it
It Runs Your Diagnostic. Not A Generic One.
You define the sections, the questions under each one, the rating scale, the thresholds that turn a score into a rating, and how gaps are weighted against the engagement’s objectives. Start from a working template, then make it yours.
The Human Stays The Author.
- Every finding is a draft until a consultant confirms it.
- Each conclusion carries the quoted passage it came from, named to its source.
- Your firm's workspace is separate — only people you invite can see the work.
- Your framework is your firm's private configuration, not a shared product.
Built For Firms That Sell Judgment.
This is for you if
- US professional service firms of roughly 50 to 500 people
- Consulting, accounting, advisory and legal practices that sell judgment
- Firms with a diagnostic or assessment they already charge for
- Partners who want the method to outlive the individuals who built it
This is not for
- Solo practitioners with no repeatable method to systemize
- Firms wanting a generic business chatbot
- Anyone expecting output to go to a client without a human approving it
- Tax compliance or audit attest work
Before You Put Client Data In It.
- Does this replace my consultants?
- No. It drafts; your consultant confirms. Nothing reaches a client until a person has reviewed and approved it, and every finding shows the passage it came from so it can be checked.
- Whose diagnostic does it run — yours or mine?
- Yours. You define the sections, questions, rating scale, thresholds and how gaps are weighted. You start from a working template and change it to match your method.
- Is our client data kept separate from other firms?
- Yes. Every firm gets its own workspace. Assessments, documents, your framework and your team are visible only to people you invite into your firm.
- What files can I load?
- PDFs, Word documents, plain text and pasted notes. Scanned PDFs with no selectable text need their text pasted in.
- How long does a run take?
- Minutes, not days. Loading the material is the slow part; the scoring, findings and gap ranking come back in one pass.
- What does it cost?
- Pricing is value based and depends on the size of your practice and how many programs you run on it. Create an account to try it, then book a call and we will price it against your book of work.
- What happens to our intellectual property?
- Your framework stays yours. It is stored as your firm's private configuration and is not shared with other firms or used to build a generic product.
Run Your First Assessment This Week.
Create your firm's workspace, load a client's documents and interview notes, and see your own diagnostic come back scored with the evidence attached.