Give senior expertise more room.
The aim is less repeated preparation and correction, leaving more room for client judgement. We count preparation, review, corrections, coordination and exceptions together, including setup and oversight.
Skip to contentBuild n BloomBook a Fit Call TIME / SENIOR HOURS PER ACCEPTED CASE CAPACITY / ACCEPTED CASES PER PERIOD MONEY / CONTRIBUTION AFTER COSTS 01 / EXAMPLE 02 / EXAMPLE 03 / EXAMPLE 01 / CHECK 02 / CHECK 03 / CHECK 04 / CHECK
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Your first constraint · optional deeper worksheets
Client Work Capacity Check
Find what limits the client work your firm can take on. Trace an accepted case, count its complete senior effort and identify the next improvement worth testing.
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.
01 / FIRST CHECK
Where does the work come back?
Start with a service you already sell. Name one step that repeats, then check it against a recent engagement.
This check does not submit your entries or files.YOUR NEXT CHECK
Trace one real case.
Ask the person responsible for that work to trace one accepted case in a service your firm sells. Note where work returned, why it returned and who resolved it.
Compare a simpler process and existing tools before considering a new system. This check does not calculate savings or financial return.
More room for client work. A clearer case for the investment.
When every new engagement adds more preparation, chasing and correction, growth keeps asking more of the same people. We look for changes that reduce the complete effort of an accepted case, then check how your firm could use the capacity.
Make room for the next engagement.
Released hours become useful capacity only when analysts, reviewers and operations can support the extra work. We check every constrained role and the demand available to fill that capacity.
See whether more work pays.
Compare collected fees with delivery and system costs. The investment case includes review effort, implementation costs and a lower-demand scenario. For hourly work, fewer billable hours can change the economics.
These are outcomes to measure in your work. Our public-data tests have not established client time savings, capacity gains or financial returns.
WORKED STARTER / FICTIONAL
See the decision before filling the worksheet.
Adapt the logic to one important revenue path. Start with a useful constraint; use the six deeper worksheets only when you need more evidence.
Fictional boutique: 40 comparable cases require 18 senior hours each, or 720 hours across the year.
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.
YOUR FIRST CHECK
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 Call checks the constraint, owner and next useful evidence. It does not include a custom design and needs no confidential files. If appropriate, the separately paid Firm Capacity Blueprint maps one revenue path, fully designs three connected improvements and ranks the first installation. You receive a scope-specific quote before deciding; installation has its own scope and price.
For new engagements agreed from 27 September 2026, the Workflow & Agent Guarantee lets you request the Blueprint fee actually paid back by email within 14 calendar days after complete delivery and the agreed review, without proving a defect or accepting correction. You keep the Blueprint. Read the full terms for installation and support.