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Worked example + six editable worksheets
Client Work Capacity Check
See where the next engagement will consume senior time, which defined work could be carried by a system, and how added capacity could become accepted and collected value.
WHO USES ITManaging partner, practice lead, operations and finance
Use a fictional or effectively de-identified example. This is an internal decision aid, not a client diagnosis or a measured outcome.
WORKED STARTER / FICTIONAL
See the decision before filling the worksheet.
Adapt the logic to one important revenue path. The download includes this example ahead of six blank pages.
Those hours include preparation, review, coordination and correction. None is assumed removable; any test counts the complete new effort and quality.
A net time gain becomes capacity first. Additional contribution requires real demand, the right billing economics and actual collected work.
FIVE-MINUTE START
Use one real case next.
Take one ordinary case and one returned case. Trace the work from agreed scope to acceptance and collection. Count senior effort once, then name the first part worth testing against a simpler route.
How much total preparation, review, correction and coordination does an accepted case need?
Which work is repeatable and which decision requires a qualified person?
Would the current process, existing software or a rule solve it?
What demand, cost or collection evidence would turn capacity into money?
NEXT DECISION
Where else does this constrain client work?
The free fit conversation starts with the work your firm sells, where growth or delivery strains, and an accountable owner. A paid Blueprint maps a revenue path across the firm and designs three connected improvements. It does not provide a custom design. No confidential files are needed.