Run the firm
40 primitives in this stage — 34 skills · 6 agents. Concept-stage catalogue, kept vendor-agnostic.
Roll the weekly load forecast automatically →
"I don't want to re-run the forecast manually every Monday — I just want to see what's changed since last week."
Monitor the rolling utilisation signal and raise early warnings →
"By the time I notice someone is overloaded it's already too late to do anything except apologise — I need the signal before it becomes a crisis."
Track certification progress across the cohort →
"I have three people at different stages of onboarding and I lose track of who needs what — I find out someone was stuck two weeks ago only when they mention it in passing."
Payment-chase (dunning) agent →
"Chasing overdue invoices is the most uncomfortable part of running the firm — I put it off and then the conversation gets harder the longer I wait."
Ongoing compliance-monitoring and triage agent →
"Individual deviation reports go into a log and then nothing happens — I need something that actually looks for the patterns accumulating across weeks and tells me what to do about them."
Assemble the annual strategy review prep pack →
"Every year I spend the first hour of the strategy session finding where I put last year's decisions — by the time I've assembled the context there's no time left to actually think."
Translate pipeline into a short-horizon capacity forecast →
"I can see four engagements on the horizon but I have no idea if my two analysts can actually absorb them — I need a real read before I say yes to anything."
Propose a staffing allocation across the engagement load →
"I know roughly who needs to go where but I always miss the collision that's hiding two weeks out — I need a reasoned draft I can actually pressure-test."
Draft the assignment and timeline communication to the team →
"Once I've decided who's on what I always dread writing it out — every person needs their own clear version and I either over-explain or leave people confused."
Diagnose whether an overload signal is transient or structural →
"The system flagged someone at 130% but I don't know if that resolves itself next week or if I have a real hiring problem."
Generate timeline-adjustment options under capacity strain →
"I know the timeline is going to slip but I can't see all the knock-ons clearly enough to propose anything concrete to the client or team."
Write the adjustment decision and rationale for principal and team →
"I've decided what to change but I always end up writing a muddled explanation — people need to understand the logic or they'll just push back anyway."
Reconcile ambiguous availability discrepancies →
"Every time I refresh the model I hit at least two entries that can't both be right — and I don't have time to chase everyone for clarification."
Draft the analyst role brief and job post →
"I always start a hiring round by staring at a blank doc because I can't remember what we actually need — and then the post ends up too generic to filter anyone."
Screen a CV against the role brief →
"I have forty applications and two hours — I need a fast, consistent read on each one that I can defend if challenged."
Generate a tailored phone-screen question guide →
"I keep running the same generic interview questions and then being surprised by who fails in practice — I need questions that probe what actually worried me about this person's CV."
Design a method work-sample task →
"Every trial task I've designed has either been too abstract to reveal real skill or too close to client work I shouldn't share — I need something that genuinely tests the method."
Evaluate a candidate's work-sample against the quality rubric →
"I know roughly whether the work is good but I can never articulate why clearly enough to defend the decision — especially when a candidate pushes back."
Draft the offer letter and contract terms →
"We've agreed the deal verbally but I always fumble the paperwork — I need a clean offer document in their inbox by end of day before they talk to anyone else."
Generate the day-one logistics checklist →
"Every new person's first day is slightly chaotic because I forget a different system access each time — I need the full list before they walk in the door."
Build a personalised onboarding training plan →
"My onboarding is ad hoc — I show people things as they come up and then hope it sticks, but I never know if they've actually covered the method systematically."
Give feedback on supervised practice output →
"I can see that the work isn't quite right but I can't always articulate what specifically is off — and vague feedback just frustrates people without actually improving their output."
Draft invoice from delivered milestone →
"I always delay invoicing because assembling the numbers from three places takes longer than I expect and I'm never confident the figures are right."
Categorise ambiguous transaction →
"I have a pile of transactions my accounting software flagged as unclear and I keep pushing the bookkeeping back because I don't trust my judgement on the edge cases."
Prepare tax filing pack →
"I always approach the tax lodgement deadline in a mild panic because I've never been sure I've included everything or treated the deductibles consistently."
Evaluate tool selection or switch →
"I know something in the stack isn't working but I always end up just tolerating it because the switching cost feels unknown and probably high."
Diagnose tool or integration failure →
"Something in the stack stopped working and I'm losing an hour just figuring out whether it's a permissions issue, an API change, or something I broke."
Review and redline client contract →
"A client just sent me their standard contract and I don't have time to read it properly but I also can't sign it without knowing what I'm agreeing to."
Track compliance and statutory obligations →
"I renew my professional indemnity insurance by accident every year — I only notice when I get the automated email and I'm never sure what else I might have missed."
Spot-check an in-flight output against the prescribed method →
"I worry that my analysts are doing it their own way rather than the firm's way — but I only find out when a client mentions something unexpected in the debrief."
Classify a deviation by cause and recurrence →
"I've noticed the same kind of mistake three times but I haven't written it down consistently enough to know whether it's one analyst or a method problem."
Draft the compliance status brief for the delivery team →
"I have the review findings but turning them into something useful for the team without it feeling like a telling-off is harder than the review itself."
Write the escalation brief for a method-level gap →
"I know there's a pattern but every time I try to write it up for someone else to act on I end up describing the symptoms without giving them enough to actually fix it."
Assess compliance trajectory and set monitoring frequency →
"The numbers have moved but I can't tell whether the trend is genuinely improving or just noise — and I don't know if I should be reviewing more or less frequently."
Make and document the keep/retire/add decision per line →
"The numbers tell me one thing about the underperforming line but I'm not sure the strategic logic supports retiring it — I need to make the call and write down why."
Surface candidate new service lines from demand signals →
"I keep hearing the same request from clients that we can't currently serve — I need to know if that's a real pattern or just recency bias before I commit to building a new line."
Choose pricing model and set headline rate schedule →
"I've been quoting from instinct for two years and every time I win a deal I wonder if I left money on the table — I need a policy I can apply consistently."
Decide growth direction and set the capacity ceiling →
"I've been saying I want to grow for three years but I've never actually written down what that means or committed to a specific ceiling — so nothing changes."
Define the in/out ICP and focus parameters →
"I say yes to every client who looks interesting and I'm spread across too many different types of work — I need to commit to an ICP and actually hold to it."
Write the one-page strategy note and decision log →
"I run the review, make a bunch of decisions, and then six months later I can't remember what I actually decided or why — I need a crisp record that I'll actually use."