For consultants

Prepare client analysis faster, with your method intact

Turn your approach into reusable templates and produce first drafts your team reviews before clients see them.

Book a walkthroughStart trial
Example scenario (fictional): Northstar Advisory

Northstar AdvisoryClient diagnostic · from your templateDraft for review

Operating model diagnostic: Harbour Foods

Template: Northstar operating model review

Before it reaches the clientA consultant reviews and edits the draft.

Template sections

  1. Current state and pain points
  2. Capability gaps against your maturity model
  3. Options, scored on your firm's criteria
  4. Recommended roadmap and next client meeting

What you receive

A template and the deliverable it produces

  1. Your method, as a template

    Your frameworks, questions and formats, set up once and used on every engagement.

  2. A first draft in your structure

    Each client deliverable follows your sections, scoring and tone.

  3. Review before the client sees it

    Your consultants edit each draft before it goes out.

How you'd start

  1. Book a walkthrough with one of your firm's scenarios

    Bring a real client question, with names removed.

  2. Set up templates for your method

    Turn your frameworks and formats into reusable templates.

  3. Review drafts before they reach clients

    Your team stays responsible for what the client receives.

Questions consultants ask

Who reviews the drafts?

Your consultants do. CAIOS produces working drafts in your structure; nothing reaches a client until someone on your team edits it and sends it.

How is a firm set up?

Firms use the Enterprise & Consulting Firms plan. We scope seats, workspace design and your templates with you, then help with rollout. It starts with a walkthrough on one of your scenarios.

How we handle your data: see Security and data

See it on one of your client scenarios

Book a walkthroughStart trial