Services firms · Consultancies
Past 50 people, every new client needs a new hire
Management, strategy and specialist consultancies lose their margin to the work around the work: proposals, statements of work, status reports. We run it as departments in Trinity, with approvals and a record of every action, and what your senior consultants know becomes knowledge the firm keeps.
Runs on
- Sales & revenue operations
- Operations
- HR & recruiting
- Finance & procurement
Ways inManaged · Open source · Partner
Where it breaks
Growth that only comes from hiring
The fix
One governed system, organized the way your firm is: departments with their own agents and reporting lines, approvals on what matters, and a receipt for every action. Proposals, status reports and utilization views run inside it, and Cornelius, Trinity's cognitive architecture, turns each engagement into knowledge the next team can reuse. Compounding intelligence your company owns.
- Margins sit in single digits, and the only way to grow is to hire more consultants
- Senior hours go to non-billable work - first drafts of proposals and statements of work, weekly status reports
- Every engagement starts from a blank page, though the firm has solved the same problem before
- Know-how lives in senior people's heads, and it leaves when they do
- Utilization is a guess until month end - nobody sees who is on the bench and who is overbooked in time to act
- Everyone has their own AI assistant, but none of it adds up to the firm's
Your departments in Trinity
Shaped to how your firm works.
The departments this kind of firm runs on, each with the agents and automations we build there. Start with one, then grow.
Sales & revenue operations 2 agents · 5 automations
Operations 1 agent · 5 automations
HR & recruiting 4 automations
Finance & procurement 5 automations
Questions
Before you ask.
Who is this for?
Management, strategy and specialist consulting firms, typically 50 people or more, where the partners can see that growth now depends on hiring.
What work does it take off our people first?
The non-billable work: first drafts of proposals and statements of work built from your past engagements, weekly status reports from your project tools and call notes, and a utilization view the partners can read on Monday. Anything that goes to a client waits for a person's approval.
How does know-how carry from one engagement to the next?
Deliverables, decisions and lessons from each engagement are kept in the firm's knowledge base with their sources attached, so the next team starts from what the firm already knows. Cornelius, Trinity's cognitive architecture, does that work inside the approvals you set.
How is this different from everyone using ChatGPT or Copilot?
Personal assistants help one person at a time, and what they pick up stays with that person. Trinity is one shared system for the firm: departments, reporting lines, approvals and an audit log, with the work turning into knowledge the firm keeps.
What results should we expect?
We start with one workflow - usually proposals or status reporting - agree the numbers to move with you, such as hours per proposal or time spent on reporting, and measure them against your own baseline from go-live.
Do we own it?
Yes. The system, its knowledge and your data are yours, on infrastructure you own. No lock-in.
How do we start?
Three ways in. Managed: we build, run and host it for you, on infrastructure you own. Open source: your team runs Trinity itself - it is Apache 2.0, open source and free to self-host. Partner program: a partner sets it up and runs it with you. Most firms start with one workflow, then add departments.
Next step
Bring one workflow from your firm.
Services firms