Agentic operating systems for services firms # Your Firm Sells Expertise. It’s Time to Harness It. Your clients pay for what your people know and how they read a room. Today that lives in a hundred heads and a thousand forgotten folders. FM builds *your* operating system: agents that put everything your firm knows to work on every pitch, account and project. [Start With an Audit](#contact-form)[See How It Works](#how-it-works) Your Firm OS How does Northwind like to hear bad news? Early, by phone, and from Dana, not by email. Their CMO pushed back hard when a timeline slip arrived in a status report last spring. Lead with the fix, then the cause. Kickoff notes · Mar 12#northwind SlackQ3 review deck Proposal draft Ready for review Scope alert 3 asks outside the SOW Built for firms whose clients pay for their people’s judgment - Creative and marketing agencies - PR and communications firms - Media companies - Research and insights firms - Strategy and management consultancies - Specialist advisory firms The Problem ## Your Most Valuable Asset Is Trapped Your people are smart. That’s why clients hire you. Their insight, their taste, their sense of what a client needs before the client says it: that’s the product. But almost none of it is captured in a way the firm can use. Here’s what that costs, and what we build to fix it. - ### Your clients tell you what they need next. Nobody writes it down. “We should talk about the rebrand next year” gets said on a call and forgotten by Friday. Meanwhile the client is quietly hiring the team to do it in-house. What we build Growth and retention signals Catches the asks executives drop in meetings, email and chat, watches client news and hires for expansion signals and risk, and hands the account lead the follow-up before the moment passes. 65% of agencies had clients move work in-house in the past year. [Basis, 2026 Advertising Agency Report](https://basis.com/reports/2026-advertising-agency-report) - ### Every pitch starts from scratch, and some shouldn’t start at all. The right case study, bio and angle all exist somewhere. Finding them eats days, and the pitches you were never going to win get the same effort as the ones you will. What we build New business engine Scores each opportunity against your past wins and losses, builds the prospect dossier, pulls fresh case studies and drafts the response in your firm’s voice. The average RFP response takes 33 hours. [Loopio, 2026 RFP Trends & Benchmarks](https://loopio.com/blog/rfp-statistics-win-rates) - ### You give away work and underprice the rest. Small asks outside the SOW add up to real hours nobody bills. And estimates come from memory, not from what similar projects actually took. What we build Margin intelligence Flags out-of-scope asks as they arrive and turns them into an upsell conversation, not a change-order fight. Builds estimates from your actual hours by project type, client and team. - ### You find out something went wrong weeks after it did. Utilization dips, a key account cools, a project runs over. By the time it shows up in a monthly report, the cheap fix is gone. What we build Leadership operating picture Pulls pipeline, utilization, margin and client health into one view, with a short written briefing each week instead of a dashboard nobody opens. - ### Your best people’s judgment walks out the door with them. How the firm thinks, and how each client likes to hear bad news, gets learned by osmosis. New hires take months, and every departure takes a piece of the firm with it. What we build Know-how capture Records how senior people make decisions and why, so anyone can ask how the firm would handle it, and new hires are useful in weeks instead of months. All five run on one memory of every client, project and decision. Build it once, and each new one is faster to add than the last. The Trap ## AI Adoption Became a Shopping Trip Your board, your holding company, or your own instinct told you to adopt AI. So the firm bought seats, turned on Copilot, and ran a few lunch-and-learns. That buys individual productivity: each person drafts a little faster. Useful, but the result is familiar: uneven usage, a growing bill, and output that sounds like everyone else’s. Every competitor can buy the same seats, and nothing one person learns makes the rest of the firm smarter. The leverage is firm-level intelligence: everything your firm knows, working for everyone at once. | Layer | AI seat licensesIndividual productivity | Your operating systemFirm-level intelligence | | --- | --- | --- | | Who gets smarter | Who gets smarterOne person, one chat at a time | Who gets smarterThe whole firm, on every client and project | | Memory | MemoryForgets after every chat | MemoryKeeps client, project and firm context over time | | Data | DataWhatever gets pasted in | DataConnected to email, chat, CRM, projects, finance and files | | Workflow | WorkflowA side window | WorkflowBuilt into pitching, delivery, billing and growth | | Learning | LearningSame output every time | LearningImproves from your team’s edits and outcomes | | Security | SecurityDepends on what each person pastes, and where | SecurityDesigned to keep client data in, on models that don’t train on it | | Ownership | OwnershipA rented seat | OwnershipA system your firm owns, and everything it learns | 62% of Publicis Groupe’s Q3 2026 net revenue came from Connected Media Why Now ### The Holding Companies Already Did This The biggest networks built systems that turn their data into revenue at scale, so the business grows with systems, not headcount. Independents can’t buy an Epsilon. But they have something the holdcos can’t buy either: their people’s know-how. The firms that put it to work will compete. The ones that don’t will compete on price. Source: [Publicis Groupe, Q3 2026 revenue release](https://www.financialcontent.com/article/gnwcq-2026-10-13-publicis-groupe-third-quarter-2026-revenue) What We Build ## Your Operating System, Built Around How Your Firm Works We come in, learn how your business actually works, model it in software and data, and build agents on top of it. The result holds what your firm knows, the facts and the judgment, and runs inside the tools your people already use. It isn’t a product you subscribe to. It’s built for your firm, and your firm owns it. Your IQ The facts Everything your firm has learned and made, scattered across drives, inboxes and tools. - Past proposals and pitches - Client histories - Case studies and results - Research and data Your EQ The judgment How your best people think and judge, which almost never gets written down. - House voice - How each client likes to work - Senior instincts - What “good” looks like here Becomes Your edge The one thing competitors can’t buy, working inside the tools you already use - One shared memory Every client, project and decision, connected and searchable - Agents that act on it Drafting, flagging and researching in your firm’s voice - An asset you own You own the system and everything it learns, and it adds to what your firm is worth Remarkable work from the team you have Everyone works with the whole firm’s knowledge behind them, so quality rises without adding headcount Smarter about every client, every year The longer a client stays, the more your firm knows about them. No competitor can pitch against that. Why FM ## Five Reasons Firms Pick FM 1. 01 ### We know your business Twenty-five years inside services firms like Razorfish, OgilvyOne and Huge. We’ve run the pitches and owned the client relationships. 2. 02 ### Yours to own A system built for your firm, on your data. No platform to rent and no per-seat lock-in. 3. 03 ### Built for growth More work and stickier clients come first. Efficiency comes along for the ride. 4. 04 ### Founders in the room The people who sell it are the people who build it. No hand-off to a junior delivery team. 5. 05 ### We run on it FM OS runs our own business, from new business to client context. We’ll show you. Security ## Built to Keep Your Clients’ Secrets Firms like yours hold confidential information that isn’t yours to lose. An operating system that touches all of it has to be built for that responsibility, not retrofitted for it. - ### Secure from the ground up Security isn’t a layer added at the end. Your system is designed from day one so client and firm data doesn’t leak. - ### Models that don’t train on your data We only use AI models that don’t train on what you send them. What your firm knows never ends up in someone else’s model. - ### Zero data retention We use model providers with zero data retention policies. Your prompts and responses aren’t stored once the work is done. - ### Your data, your system The system, the data and the IP belong to your firm, not to a platform you rent. How It Works ## Start With What Your Firm Knows Every system is built for your firm, so every quote is too. But you shouldn’t have to get on a call to find out what this costs. Here’s what it typically looks like. Start here ### Firm Intelligence Audit $7,500fixed fee · 2 weeks Credited in full toward Build if you start within 90 days. Before anyone commits to a build, we find out where your firm’s knowledge lives, where it’s leaking and what that costs you. You keep everything we find, whatever you decide to do next. What you walk away with - A map of where client, project and decision knowledge lives - A snapshot of how your team uses AI today, and where client data is exposed - The use cases that matter most, priced in your own numbers - A 90-day plan with quick wins you can do yourselves - A fixed quote for your build 1. 1Build ### Discovery and Foundation $60K–$90Kone time About 8–10 weeks We pick up where the audit left off, connect your email, chat, CRM, project and finance systems into one shared memory, and ship your first use case into production. - A detailed design built from your audit - The foundation every future agent runs on - Your first use case, live on your data 2. 2Run ### Monitoring and Maintenance $2K–$4Kper month Ongoing We keep your system healthy, watch how it performs, and tune it as it learns from your team’s edits and outcomes. - Health and performance monitoring - Fixes, updates and ongoing tuning - AI model usage costs included 3. 3Expand ### Work Through Your Backlog ~$25Kper month While we’re building Discovery leaves you with a backlog of use cases. We build and shape them with you, on the same foundation, so each one ships faster than the last. - A dedicated team working your backlog - Often several use cases a month - You set the priorities as you go Typical ranges for firms of 50 to 500 people. You own everything we build. The audit ends with a fixed quote for your firm. Already know what you need? You can go straight to Build. ## Start With an Audit Tell us a little about your firm and we'll set up a 30-minute call with a founder to scope your Firm Intelligence Audit. Not ready for an audit yet? Book the call anyway. No pitch deck.