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Give repeated work a clear owner.

Candidate responsibilities an installation may include. A role is a design component, not a product, a seat or a deployed agent. One installation may use none, one bounded step or several.

Find a role in the workflow map ↓Try the ten agent demos ↗Open the firm workbench ↗
See the Blueprint scope →

Inspect a prepared output before choosing a role.

Each candidate role sits inside a workflow. The fictional specimens below make the input, prepared record and reviewer visible.

Candidate role · fictional example

Intake analyst

Compare the case files with the agreed intake list and name what is missing.

Case intake checklistReceived: signed brief, scope record and review criteria. Missing: permission register. Restricted attachment isolated for evidence-owner review.
Allowed inputThe agreed intake list and the files received for one authorised case.
Prepared outputA checklist of received files, missing items and any restricted material to isolate.
Named reviewer

The evidence owner accepts completeness and approves requests for more information. The role cannot admit restricted material.

Outcome to test

Fewer case pauses caused by missing or restricted intake material after evidence work begins.

Inspect the full fictional demo ↗
Read the six-role handoff transcript
  1. Intake analyst: A checklist of received files, missing items and any restricted material to isolate.
  2. Evidence librarian: A passage register with exact excerpts, source versions and applicability gaps.
  3. Delivery analyst: A reproducible workpaper showing each limit, the combined result and an alternative.
  4. Deliverable writer: A marked paragraph, proposed headline and source references for editorial review.
  5. Quality checker: A discrepancy report showing what matches, what fails and why.
  6. Case coordinator: A proposed queue showing the next owner, overdue days and decisions that must wait.

Measure the complete path to accepted work.

These are outcomes to test against your baseline, not guaranteed results. The fictional demos show how each role prepares a reviewable output; they do not measure a client installation.

Count preparation, review, correction and exceptions across the whole case. Track avoidable returns, then check whether released time becomes useful work, redeployment or avoided expense. Read the measurement approach.

THE ROLE CATALOGUE / FOLLOW THE WORK

Start with repeated work.
See what a role prepares.

Start with the evidence, preparation or review work your team repeats. Choose a role to see its permitted inputs, prepared output and human reviewer, then follow the workflow steps it supports.

Ten candidate roles. Example designs with fictional work records; no installed agents or client results.

Choose a role to inspect

Evidence librarian selected. 4 workflow steps are mapped below.

THE SELECTED RESPONSIBILITY

Evidence librarian

Find current permissioned internal sources for one case and question.

Run this role’s demo
Evidence librarian: inputs, prepared output and human reviewCase sources and Exact question supply the inputs. Prepared output: Cited passages, versions and conflicts. Human review: Qualified practitioner checks applicability and source authority. Source boundary: Case-scoped internal search; no public-web egress or cross-client corpus. Example design with fictional records.
Permitted inputs
Case-scoped internal search; no public-web egress or cross-client corpus.
Prepared output
Cited passages, versions and conflicts
Human review
Qualified practitioner checks applicability and source authority.
SIX SERVICE PATHS

Where this role appears.

Highlighted steps include evidence librarian. Open any journey to see its full sequence.

01Market signal → permitted publicationNo mapped step
  1. Market signalPractice lead
  2. Claim basisMarketing lead
  3. Editorial draftEditor
  4. Issue decisionEditor / rights owner
  5. Publish & learnChannel owner
Run this workflow demo
02Enquiry → mobilised engagementNo mapped step
  1. Enquiry & fitPursuit partner
  2. DiscoveryPursuit partner
  3. Scope & feePartner + finance
  4. Signed termsAuthorised signatory
  5. Delivery acceptsEngagement lead
Run this workflow demo
03Signed work → reviewed decision pack2 mapped steps
  1. Signed scopeEngagement lead
  2. Evidence registerEvidence owner
    Includes role
  3. Traceable analysisQualified practitioner
    Includes role
  4. Issue draftEngagement lead
  5. Client acceptanceClient / authorised lead
Run this workflow demo
04Accepted milestone → collected cashNo mapped step
  1. Accepted workEngagement lead
  2. Invoice basisFinance owner
  3. Invoice decisionFinance owner
  4. Collect / resolveFinance + account partner
  5. Cash recordFinance owner
Run this workflow demo
05Completed case → safe reusable method1 mapped step
  1. Case closesEngagement lead
  2. Reuse decisionRights owner
  3. Curated assetKnowledge owner
  4. Current methodMethod owner
  5. Permitted reusePractitioner
    Includes role
Run this workflow demo
06Accepted work → useful follow-up1 mapped step
  1. Accepted workEngagement lead
  2. Client responseAccount owner
  3. Relevant next stepAccount partner
    Includes role
  4. Contact decisionAccount partner
  5. Relationship recordAccount owner
Explore this reference path
Inspect inputs, outputs and review decisions
Deliver a defensible decision pack

Evidence register

DEL.2.W01
Step inputs
Permitted pack and exact question
Step output
Versioned facts, gaps and conflicts
Step owner
Evidence owner
Human review
Evidence owner accepts version
Permission boundary
Case-scoped internal corpus; no cross-client search
Deliver a defensible decision pack

Traceable analysis

DEL.3
Step inputs
Accepted register and approved method
Step output
Findings and alternatives
Step owner
Qualified practitioner
Human review
Practitioner owns conclusion
Permission boundary
Approved method; public research sanitised
Keep the method, respect the rights

Permitted reuse

KNW.2
Step inputs
Current method and new case rights
Step output
Cited relevant source or rejection
Step owner
Practitioner
Human review
Practitioner verifies fit
Permission boundary
New case permission-filtered retrieval
Keep the client relationship current

Relevant next step

REL.3
Step inputs
Reviewed state and permitted context
Step output
Follow-up proposal or deliberate pause
Step owner
Account partner
Human review
Partner decides relevance and timing
Permission boundary
Approved claims and client-specific rights
Read all ten role records

Intake analyst

Check one authorised case against its agreed intake list.

Sources and boundary
Only the case workspace and signed scope; unexpected restricted material stops intake.
Prepared output
Missing-item and rights list
Human review
Evidence owner accepts completeness and any request.

Evidence librarian

Find current permissioned internal sources for one case and question.

Sources and boundary
Case-scoped internal search; no public-web egress or cross-client corpus.
Prepared output
Cited passages, versions and conflicts
Human review
Qualified practitioner checks applicability and source authority.

Public researcher

Investigate one approved public question.

Sources and boundary
Sanitised brief and public sources only; no confidential case context.
Prepared output
Dated, sourced brief with uncertainty
Human review
Practice lead verifies relevance and source quality.

Delivery analyst

Apply an approved calculation or comparison method.

Sources and boundary
Validated inputs and authorised workpapers; no invented method or conclusion.
Prepared output
Reproducible working draft and assumptions
Human review
Qualified practitioner owns the finding.

Deliverable writer

Prepare an article, proposal or client section from approved findings.

Sources and boundary
Approved template, claims and versioned sources; draft remains private until review.
Prepared output
Marked, source-linked draft
Human review
Editor or partner approves any issue or send.

Quality checker

Compare a draft with the original permitted evidence and exact request.

Sources and boundary
Read-only comparison; a discrepancy report is never professional sign-off.
Prepared output
Omission, contradiction and citation report
Human review
Named reviewer accepts or returns the work.

Case coordinator

Show the next owner, dependency or proposed follow-up.

Sources and boundary
One current case state; routine effects require separate delegation and receipt.
Prepared output
Suggested queue, reminder or escalation
Human review
Operations or account owner resolves exceptions.

Commercial analyst

Reconcile scope and cost, or signed milestone and invoice evidence.

Sources and boundary
Sales and finance have separate identities, corpora and minimal authorised fields.
Prepared output
Scope, variance or invoice-evidence exceptions
Human review
Partner or finance approves fee, invoice, collection and write-off.

Knowledge curator

Propose safe reuse, redaction, version and retirement.

Sources and boundary
Rights-known case material and knowledge register; no automatic cross-client reuse.
Prepared output
Asset proposal and affected-use list
Human review
Rights and method owners approve reuse or deletion.

Technical investigator

Diagnose a defined integration, index or service interruption.

Sources and boundary
Authorised logs and test environment; no self-approved rollback or release.
Prepared output
Fault hypothesis and recovery option
Human review
Technology and risk owners approve restore and closure.

What goes in. What comes out. Who decides.

Each role below links to its matching working demo. A role may be handled by a person, an existing system, a rule or bounded AI. Its place in your service is chosen after measurement.

INTAKE

Intake analyst

Compare the case files with the agreed intake list and name what is missing.

What goes in
The agreed intake list and the files received for one authorised case.
What comes out
A checklist of received files, missing items and any restricted material to isolate.
Who decides
The evidence owner accepts completeness and approves requests for more information. The role cannot admit restricted material.
Expected outcome to test
Fewer case pauses caused by missing or restricted intake material after evidence work begins.
Try this role’s working example ↗
LIBRARIAN

Evidence librarian

Find the permitted passage, keep its version and flag anything that does not fit the question.

What goes in
One case question and the internal records that case is allowed to use.
What comes out
A passage register with exact excerpts, source versions and applicability gaps.
Who decides
A qualified practitioner decides whether each source applies. A record from the wrong period remains a gap to resolve.
Expected outcome to test
Less practitioner time spent finding and rechecking the right source version.
Try this role’s working example ↗
RESEARCH

Public researcher

Answer an approved public question with sources, dates and visible uncertainty.

What goes in
An approved public question and a fictional survey table, with no confidential case context.
What comes out
A research brief showing the sample, calculation, source and limits.
Who decides
The practice lead checks source quality and interpretation. The role cannot turn weak evidence into an approved claim.
Expected outcome to test
Fewer unsupported public claims reaching the practice lead for approval.
Try this role’s working example ↗
ANALYSIS

Delivery analyst

Apply the agreed method to checked inputs and show the calculation and assumptions.

What goes in
Checked case inputs, available team hours and the approved comparison method.
What comes out
A reproducible workpaper showing each limit, the combined result and an alternative.
Who decides
A qualified practitioner owns the conclusion. Missing or wrong-period evidence holds the calculation for review.
Expected outcome to test
Less review time spent reconstructing calculations and correcting wrong-period inputs.
Try this role’s working example ↗
DRAFT

Deliverable writer

Turn approved findings into a marked draft with the source beside the claim.

What goes in
Approved findings, a claim template and the permitted source versions.
What comes out
A marked paragraph, proposed headline and source references for editorial review.
Who decides
The editor or partner approves issue or sending. An unsupported claim holds the draft; preparation is not permission to publish.
Expected outcome to test
Less editorial rework reconciling draft claims with approved findings and source versions.
Try this role’s working example ↗
CHECK

Quality checker

Compare the proposed output with the original evidence and explain each discrepancy.

What goes in
A proposed claim and the original evidence it is supposed to describe.
What comes out
A discrepancy report showing what matches, what fails and why.
Who decides
The named reviewer decides whether to correct or issue the work. A clean check is not professional sign-off.
Expected outcome to test
Fewer unsupported figures or population claims reaching final sign-off.
Try this role’s working example ↗
COORD

Case coordinator

Show who needs to act, what is overdue and which earlier decision is holding up the case.

What goes in
The current case record, named owners, due dates and pending dependencies.
What comes out
A proposed queue showing the next owner, overdue days and decisions that must wait.
Who decides
The operations or account owner approves commitments and resolves missing cover. This example sends no reminders or reassignments.
Expected outcome to test
Fewer stalled handoffs without a named next owner or visible dependency.
Try this role’s working example ↗
COMMERCIAL

Commercial analyst

Check scope and cost for sales, or reconcile milestone, invoice and payment for finance.

What goes in
Sales: enquiry and estimate records. Finance: signed terms, acceptance, invoice and payment records.
What comes out
Sales: a cost and fee working draft. Finance: a reconciliation of amount, payment and open balance.
Who decides
The partner and finance owner approve fees, terms, invoices and collection decisions. Sales and finance keep separate source access.
Expected outcome to test
Earlier discovery of missing quote costs and invoice or payment mismatches before owner approval.
Try this role’s working example ↗
CURATOR

Knowledge curator

Prepare a reusable method from permitted material and show exactly what must be excluded.

What goes in
A closed case, the reuse-rights register and the current method rules.
What comes out
A method draft with retained instructions, excluded sources and version requirements, or a non-reuse record.
Who decides
Rights and method owners approve reuse and publication. Zero rights means no reusable asset; redaction cannot grant permission.
Expected outcome to test
More reusable methods with clear rights and fewer restricted sources in proposed assets.
Try this role’s working example ↗
TECH

Technical investigator

Read the authorised diagnostic record and propose a specific check for the technology owner.

What goes in
Four fictional read attempts, the requested version and the permitted diagnostic brief.
What comes out
A diagnosis and retest proposal showing timeouts, version mismatches and unresolved questions.
Who decides
Technology and risk owners authorise restoration and closure. Reviewing this diagnosis does not restore a system or approve client work.
Expected outcome to test
Less time identifying a fault and preparing a safe retest for the technology owner.
Try this role’s working example ↗

Preparation and approval stay separate.

PUBLIC / PRIVATE

Use the right source for the question

The Public Researcher uses an approved public question. The Evidence Librarian uses only the internal records allowed for that case. A shared role name never creates shared client access.

PREPARE / DECIDE

Keep professional judgement with people

The Quality Checker reports discrepancies. A qualified reviewer approves professional work. The partner and finance owner retain fee, contract, invoice and collection decisions.

DIAGNOSE / RESTORE

Review the diagnosis before restoring

The Technical Investigator proposes a check or recovery option. Technology and risk owners decide whether to restore, roll back or close the incident.

Which job keeps coming back to your team?

Bring the constraint on client work to a no-fee Firm Capacity Fit Call. If there is a fit, the paid Firm Capacity Blueprint measures one important revenue path and fully designs three connected opportunities, with a ranked installation roadmap. Roles are selected for those designs. Installation is separately scoped; pricing is quote-specific.

Request a no-fee Firm Capacity Fit Call ↗