The same machinery. Your nouns.

The architecture underneath is horizontal, because the problem is: valuable knowledge accumulated over years, work that requires reconstructing context before judgement can be applied, and systems nobody is going to replace.

What changes by sector is what the entities are called and which workflow hurts most.

Wealth and financial services

Advice practices and multi-family offices where the file has to show not only what was recommended but that it was suitable, and where the reasoning behind a decade of advice sits across file notes, reviews and correspondence.

Client
Entity
Account
Mandate
Advice
Holding
Obligation

where firms usually start

Annual review preparation

The position carried forward, what changed since the last review, and what is missing before it goes out.

Suitability evidence

What was recommended, the basis recorded at the time, and the circumstances it was tested against.

Mandate comparison

Where a proposed position sits against what the mandate permits, with the clause cited.

Accounting and advisory

Firms whose client history is their moat, spread across working papers, engagement files and a decade of correspondence — and where the regulatory material changes continuously, so the knowledge base has to be maintained rather than built once.

Client
Entity
Period
Return
Transaction
Advice
Deadline

where firms usually start

Client history recall

The position taken in a prior year and why, with the file note attached.

Working paper review

Inconsistencies and gaps flagged against your own methodology rather than a generic checklist.

Obligation monitoring

What falls due, what is missing, and which client it belongs to.

Professional services

Law, insurance, engineering and consulting practices sitting on years of precedent, matters and completed projects, where the same question has usually been answered before and nobody can find where.

Client
Matter
Precedent
Policy
Project
Decision
Evidence

where firms usually start

Precedent retrieval

Whether the firm has dealt with this before, what position it took, and what happened next.

Matter chronology

A long file reduced to a briefing note with citations, before a handover or a hearing.

First-pass drafting

Built from the firm’s own prior work, with an approval step before anything leaves.

Not on the list?

Sector matters less than shape. If your work product lives in documents, your senior people spend real hours reconstructing context before they can apply judgement, and the way your firm decides things is written down somewhere nobody can find, the fit is probably there.

Tell us the workflow