Internal ops platform
UK CONSULTANCY · 70+ STAFF · Professional services

A multi-agent ops platform that took ~35 hours of partner busywork out of the week.

Manual ops removed

~35h/wk

6 weeks · 1 PM + 2 engineers

Kick-off to production

6 weeks

Running in production

4 agents

New project intake automated

0 → 100%

“Mondays used to be a write-off. The team gets their week back and the reports come out sharper than the ones we used to write at 9pm.”

Managing Partner, UK consultancy

Before

Where the team was when we picked this up.

  • Partners were spending most of Monday writing weekly client reports by hand.
  • New-project intake lived in three separate spreadsheets, a Notion page and a shared inbox.
  • Scoping calls were not being captured in a way the rest of the team could act on.

What we built

Intake agent

Reads new enquiries from the shared inbox, asks the right qualifying questions back, drafts a scoping doc, and posts a clean record into the CRM.

Scoping agent

Listens to call recordings, pulls out objectives, constraints and decisions, and produces a structured brief the delivery team works from.

Reporting agent

Pulls weekly activity from time-tracking, project tools and Slack, and writes the client-ready Monday report in the firm’s house voice.

Routing agent

Sits on top of the other three. Decides what needs a human signature, what needs partner attention, and what is safe to send.

What changed

  • Mondays moved from report-writing to client work.
  • Every new enquiry now has a CRM record within minutes.
  • Partners review and approve. They do not draft from scratch.

After

Same team. Same week. Different shape of work.

Stack

Anthropic ClaudeOpenAILangGraphPostgrespgvectorSlack APINotion API

Timeline & team

6 weeks · 1 PM + 2 engineers

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