Agentic operating systems for services firms # Your Firm Sells Expertise. Turn It Into IP You Own. 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. [Schedule a Call](#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. And it walks out the door every time someone leaves. ### Relationships live in one head When a senior lead leaves or gets stretched thin, the account history goes with them. Quality slips, and clients notice. ### Every proposal starts from scratch The right case study, bio and angle all exist somewhere. Finding them eats days your team doesn’t have. ### New hires take months to be useful They learn how the firm thinks, and how each client likes to hear bad news, by osmosis. That’s slow, and it doesn’t scale. ### Clients start comparing on price When your work looks interchangeable, it gets priced that way. The firm that can’t show what it uniquely knows loses the argument. 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. The result is familiar: uneven usage, a growing bill, and output that sounds like everyone else’s. Every competitor can buy the same tools, so the tools were never going to be the advantage. The real leverage was already in the building: what your firm knows, and the instinct your people bring to it. | Layer | AI seat licenses | Your operating system | | --- | --- | --- | | 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 and IP your firm owns | 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 firm’s IP Bespoke, owned, and running 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 - Owned by your firm Your system, your data, and an asset that grows in value 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. In Practice ## What It Does, Day to Day Every capability runs on one foundation of your firm’s data. Build it once, and each new one is faster to add than the last. - ### Client memory One living record per client, built from meetings, email, chat, briefs and past work. Anyone on the team, or any agent, can ask it what the client cares about. - ### Pitch and proposal engine Scores the fit on new opportunities, pulls the right credentials and case studies, researches the prospect, and drafts in your firm’s voice. First drafts in minutes, not weeks. - ### Scope and margin guardian Compares what was sold to what’s being asked for and worked on. Flags drift early and drafts the change order before the engagement goes underwater. - ### Account health early warning Reads tone, missed deadlines, rework and stakeholder changes to flag at-risk clients while there’s still time to act. - ### Growth finder Connects client news, hires and priorities to what your firm can do, and hands the account lead a specific idea for the next piece of work. - ### Know-how capture Captures how your senior people make decisions, so their judgment survives departures and new hires are useful in weeks instead of months. 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. 1. 1Build ### Discovery and Foundation $60K–$90Kone time About 8–10 weeks We start with discovery, then connect your email, chat, CRM, project and finance systems into one shared memory and ship your first use case into production. - Map of where your firm’s knowledge lives - Use cases scored for your business - 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. After a first conversation, we’ll give you a specific number for your firm. ## Let's Talk Book a 30-minute call with a founder. We'll talk about where your firm's knowledge lives today, where AI has and hasn't paid off, and whether an operating system makes sense for you. No pitch deck.