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The tools

Pick your sector. Watch a tool find the money.

Thirty tools across ten sectors. Each one reads a sample file, finds the leak, puts a pound figure on it and drafts the fix. Every run below is a worked example. None is a client result.

By Adam Khalid, Founder and CEO. Last updated

  1. Pick your sectorTen sectors in the bar below.
  2. Watch the sample runFour stages, replay any time.
  3. Read the figure and the fixThen see what your team does next.

01 / 10

Law Firms

Your firm loses more to slow follow-up than to any competitor.

Three tools that read your enquiry log, time ledger and matter history, then hand your fee earners the instructions they were about to lose.

SRABuilt for SRA-regulated practices. The system detects and drafts; your fee earners review, advise and send.

121 enquiries never followed up in six months. Worked example, not a client result.

£186k

Enquiries go cold

Prospects instruct whoever replies first; the log says that's often not you.

£47k

WIP leaks

Recorded time ages past 90 days and quietly gets written off.

£83k

One-matter clients

Conveyancing clients leave without ever hearing about wills or LPAs.

Tool 1

Enquiry Recovery Engine

The problemEnquiries arrive nights and weekends; follow-up depends on who's busiest.

What it doesEvery unconverted enquiry found, valued by matter type, follow-up sequences drafted.

enquiry_log.csv312 enquiries · 6 months Example
  1. 1Parsing enquiry log312 enquiries tokenised
  2. 2Detecting lost follow-upsNo response or single-touch only
  3. 3Scoring instruction valueBy matter type and stated need
  4. 4Drafting recovery sequencesThree-touch, per matter type

121 enquiries never followed up

Est. instruction value
£186,300
Recovery sequences drafted
121
High-value (£3k+ matters)
38

The engine watches your enquiry channels and drafts same-day responses for fee-earner sign-off.

What your team does next
  1. Work the unconverted list by matter value, highest first.
  2. Send the drafted follow-up under the fee earner who took the original call.
  3. Mark the outcome so a genuinely dead enquiry stops being chased.
Tool 2

WIP Leak Detector

The problemUnbilled time ages invisibly across dozens of matters until write-off.

What it doesAgeing WIP surfaced by matter and fee earner, billing narratives drafted.

time_ledger.csv2,400 time entries Example
  1. 1Parsing time ledger2,400 entries tokenised
  2. 2Detecting ageing WIPUnbilled entries past 60/90 days
  3. 3Scoring recoverabilityBy matter status and client history
  4. 4Drafting billing narrativesReady for partner review

£47,200 unbilled beyond 90 days

Recoverable WIP
£47,200
Matters affected
34
Narratives drafted
34

The detector runs weekly so WIP gets billed at 30 days, not written off at 120.

What your team does next
  1. Put the ageing WIP report in front of each fee earner at the Monday billing meeting.
  2. Approve or edit the drafted narrative and raise the bill the same day.
  3. Escalate anything past your write-off threshold to the supervising partner.
Tool 3

Cross-Practice Radar

The problemEach department's clients never hear what the other departments do.

What it doesSingle-matter clients matched to obvious next needs, introduction letters drafted.

matter_history.csv890 closed matters Example
  1. 1Parsing matter history890 matters tokenised
  2. 2Detecting single-service clientsConveyancing without wills, probate without IHT advice
  3. 3Scoring next-matter fitLife-event and matter-type signals
  4. 4Drafting introductionsWarm, per practice area

208 clients with an obvious next matter

Cross-sell opportunity
£83,600
Introduction letters drafted
208
Conveyancing → wills matches
156

The radar turns every closed matter into the start of the next one.

What your team does next
  1. Have the originating fee earner make the introduction, not the receiving department.
  2. Send the drafted letter only where the client relationship is genuinely warm.
  3. Record the referral so the department that gave it gets the credit.

What one mid-size firm's data gave back

BeforeFollow-up when someone remembers; billing at quarter end

After£317,100 of instructions, WIP and cross-sell surfaced in one run

Total opportunity
£317,100
Client actions drafted
363
Fee-earner hours saved / month
40

Enquiry Recovery Engine £186,300, WIP Leak Detector £47,200, Cross-Practice Radar £83,600. Total £317,100. Example figures.

The package

Build from £6,500 · from £3,000/month · one recovered instruction covers a quarter

Live within 14 days of data access

Book a free Leak Scan for law firm work

02 / 10

Accountancy Firms

Your compliance base is an advisory goldmine nobody's mining.

Three tools that read your client list, spot every R&D, allowance and planning opportunity, and stop fees leaking through scope creep.

ICORegistered with the ICO and built to UK GDPR. Your data is processed under a DPA, tokenised, and never used for model training.

78 advisory opportunities in one client base. Worked example, not a client result.

£142k

Advisory blindness

R&D, allowances and exit-planning triggers sit unnoticed in the accounts you already file.

£38k

Scope creep

Out-of-scope work gets done, logged and never billed.

11 days

Onboarding drag

New clients wait on documents while WIP can't start.

Tool 1

Advisory Opportunity Scanner

The problemAdvisory triggers hide in data your firm already holds. Nobody reads the base as one dataset.

What it doesEvery client scanned for advisory triggers, opportunities sized, partner conversation packs drafted.

client_base_sample.csv350 clients Example
  1. 1Parsing client base350 clients tokenised
  2. 2Detecting triggersR&D, capital allowances, EMI, exit signals
  3. 3Scoring engagement valueFee per opportunity type
  4. 4Drafting conversation packsPer client, partner-ready

78 advisory opportunities across the base

Advisory pipeline
£142,000
R&D candidates
12
Conversation packs drafted
78

The scanner re-runs each quarter, so advisory stops depending on which partner remembered what.

What your team does next
  1. Take the sized opportunities into the partner meeting as an agenda, not a report.
  2. Attach the drafted conversation pack to the next compliance meeting with that client.
  3. Price the advisory work before the year-end conversation, not after it.
Tool 2

Fee Leak Detector

The problemScope creep is invisible until year-end margin review, and by then it's history.

What it doesOut-of-scope work surfaced monthly against engagement letters, fee conversations drafted.

engagements_sample.csv350 engagements · time data Example
  1. 1Parsing engagementsLetters and time entries tokenised
  2. 2Detecting scope creepWork outside engaged scope
  3. 3Scoring recoverable feesPer client, per service line
  4. 4Drafting fee conversationsReasonable, evidence-backed

£38,200 of out-of-scope work unbilled

Recoverable fees
£38,200
Clients affected
41
Conversations drafted
41

The detector catches creep in the month it happens, while the value is fresh in the client's mind.

What your team does next
  1. Review out-of-scope work against the engagement letter while it is still this month's work.
  2. Open the drafted fee conversation before the extra work is finished.
  3. Update the engagement letter so the same leak does not repeat next year.
Tool 3

Onboarding Chaser

The problemOnboarding stalls on unanswered document requests nobody has time to chase.

What it doesEvery stalled onboarding chased automatically with polite persistence, status board live.

onboarding_status.csv38 in-progress clients Example
  1. 1Parsing onboarding pipeline38 clients tokenised
  2. 2Detecting stallsMissing items and idle days
  3. 3Scoring priorityFee value × idle time
  4. 4Drafting chase sequencesPer item, per client

23 stalled onboardings unblocked

Onboarding time
11 → 3 days
Chase sequences drafted
23
Documents auto-requested
61

The chaser never forgets, never nags twice the same way, and starts your WIP a week earlier.

What your team does next
  1. Read the status board instead of asking the team where each client has got to.
  2. Let the chaser run and step in only on the clients it flags as stuck.
  3. Close onboarding the day the last document lands, not at the next review.

What a 350-client base gave back

BeforeAdvisory when a partner spots it; billing what's remembered

After£180,200 of advisory and fee recovery surfaced in one run

Opportunity surfaced
£180,200
Client actions drafted
142
Partner hours saved / month
30

The sample run for practice work reports counts and time, not pounds, so it has no money chart. The three results above are the full picture.

The package

Build from £6,000 · from £2,750/month · two advisory engagements cover the year

Live within 14 days of data access

Book a free Leak Scan for practice work

03 / 10

Wealth Management & IFAs

Your recurring fees are only as safe as your least-contacted client.

Three tools that read your client register, find the drifting relationships and uncovered advice gaps, and draft the review invitations.

FCABuilt for firms answerable to the FCA. The system detects and drafts; your authorised people advise and send.

£38k of recurring fees at risk in one register. Worked example, not a client result.

£38k+

Silent drift

Clients past their review date quietly become someone else's clients.

£57k+

Uncovered gaps

Protection and pension gaps sit unadvised across the book.

£9.6m

The generation cliff

AUM walks out with the next generation you've never met.

Tool 1

Dormant Book Miner

The problemReview dates lapse quietly. Nobody sees the whole book's drift in one place.

What it doesEvery overdue relationship surfaced, ranked by recurring fee at risk, review invitations drafted.

client_register.csv410 client records Example
  1. 1Parsing client register410 records tokenised
  2. 2Detecting review driftLast review and last contact per client
  3. 3Scoring fees at riskRecurring fee × drift months
  4. 4Drafting review invitationsPersonalised, adviser-approved

96 clients past review with fees at risk

Recurring fees at risk
£38,400/yr
Invitations drafted
96
18+ months unseen
34

The Miner runs monthly so drift is caught in weeks, not at renewal.

What your team does next
  1. Take the top of the fee-at-risk list into the adviser meeting as this week's calls.
  2. Send the drafted review invitations from the servicing adviser's address.
  3. Clear each overdue flag as the review lands in the diary.
Tool 2

Gap Scanner

The problemAdvice gaps across a whole book are invisible client-by-client.

What it doesProtection, pension and ISA gaps flagged book-wide, sized in fee terms, agendas drafted.

holdings_export.csv410 clients · 1,120 holdings Example
  1. 1Parsing holdings1,120 positions tokenised
  2. 2Detecting advice gapsCover, contribution and allowance gaps
  3. 3Scoring opportunityFee value per gap per client
  4. 4Drafting review agendasOne agenda per flagged client

143 advice gaps across 88 clients

Advice fee opportunity
£57,200
Review agendas drafted
88
Unprotected high-earners
26

Gap Scanner gives every adviser a reason to call, with the numbers already on the agenda.

What your team does next
  1. Sort the gaps by fee value and pick the ones that sit inside your permissions.
  2. Drop the drafted agenda straight into the annual review already scheduled.
  3. Evidence the gap and the recommendation in the client file as you go.
Tool 3

NextGen Retain

The problemWhen wealth transfers, the next generation rarely knows your firm's name.

What it doesHouseholds facing transfer identified, next-gen contact status mapped, introduction plans drafted.

household_links.csv410 clients · 130 linked households Example
  1. 1Parsing household links130 households tokenised
  2. 2Detecting transfer exposureAge, estate signals, linked contacts
  3. 3Scoring AUM exposureAssets facing transfer within 10 years
  4. 4Drafting introduction plansFamily review invitations per household

64 households facing wealth transfer

AUM exposed
£9.6m
No next-gen contact on file
51
Introduction plans drafted
64

NextGen Retain starts the second-generation relationship years before the transfer event.

What your team does next
  1. Ask each adviser to confirm which next-generation contacts the firm already holds.
  2. Make the drafted introduction through the existing client, never cold.
  3. Add the next generation to the servicing record so the relationship survives the transfer.

What a 410-client register gave back

BeforeReviews scheduled from memory and diary notes

After£95,600 of fee opportunity and £9.6m of AUM exposure mapped in one run

Fee opportunity surfaced
£95,600
Client actions drafted
248
Households protected
64

The sample run for ifa work reports counts and time, not pounds, so it has no money chart. The three results above are the full picture.

The package

Build from £6,000 · from £2,750/month · one retained client typically covers the year

Live within 14 days of data access

Book a free Leak Scan for ifa work

04 / 10

Mortgage & Finance Brokers

Your client book already knows your next six months of fees.

Three tools that read your book, find every maturing deal and dormant client, and draft the outreach before the high-street lender gets there.

FCABuilt for firms answerable to the FCA. The system detects and drafts; your authorised people advise and send.

62 maturities were waiting in one sample book. Worked example, not a client result.

£43k+

Maturities slip past

Fixed-rate end dates sit in your CRM while clients drift to their lender's retention team.

£29k+

Orphaned clients

Past clients with no assigned adviser quietly remortgage elsewhere.

£24k+

Protection never mentioned

Completions close, protection conversations never open.

Tool 1

Maturity Radar

The problemFixed-rate end dates are scheduled fee events. Most books have no system watching them.

What it doesEvery maturing client surfaced six months out, scored by fee value, outreach drafted.

client_book_sample.csv240 client records Example
  1. 1Parsing client book240 records mapped, fields tokenised
  2. 2Detecting maturity datesScanning fixed-rate end dates across all lenders
  3. 3Scoring fee value & urgencyRanking by proc fee and days to maturity
  4. 4Drafting client outreachPersonalised letters and email sequences

62 clients maturing within 6 months

Est. proc fees in window
£43,400
Outreach drafted
62
Highest-urgency (≤60 days)
17

Maturity Radar watches your book continuously and hands your advisers a ready-to-send pipeline every Monday.

What your team does next
  1. Open Monday's list and assign each maturing client to the adviser who wrote the original case.
  2. Send the drafted outreach from that adviser's own inbox, highest fee value first.
  3. Book the review before the incumbent lender's retention team makes its call.
Tool 2

Orphan Client Revival

The problemClients with no assigned adviser remortgage with someone else. Silently, every month.

What it doesDormant and orphaned clients identified, verified as contactable, revival sequences drafted.

orphaned_clients.csv180 dormant records Example
  1. 1Parsing dormant list180 records tokenised
  2. 2Detecting orphan statusNo adviser contact in 12+ months
  3. 3Scoring revival valuePrioritising by likely borrowing need
  4. 4Drafting revival sequencesThree-touch reintroduction per client

118 revivable clients found

Est. fee opportunity
£29,150
Contactable & opted-in
118
Sequences drafted
118

Orphan Client Revival turns your dormant back book into a monthly reactivation pipeline.

What your team does next
  1. Work the verified-contactable list first and park anything that failed the check.
  2. Reassign every revived client to a named adviser so the book stops going orphan again.
  3. Release the revival sequence in weekly batches your team can actually answer.
Tool 3

Protection Cross-Sell Engine

The problemMost completions close without a protection conversation ever being logged.

What it doesEvery completion without protection flagged, review invitations drafted for adviser sign-off.

completions_2024.csv95 completed cases Example
  1. 1Parsing completions95 cases tokenised
  2. 2Detecting protection gapsNo linked policy on file
  3. 3Scoring household exposureLoan size, dependants, term
  4. 4Drafting review invitationsCompliance-safe, adviser-approved sends

71 completions with no protection recorded

First-year commission opportunity
£24,850
Review invitations drafted
71
High-exposure households
23

The engine flags the gap and drafts the invitation. Your authorised adviser owns the advice.

What your team does next
  1. Review the flagged completions and sign off only the drafts you are happy to send.
  2. Route each invitation to the adviser who handled the mortgage, never a call centre.
  3. Log the protection outcome back on the case so the flag clears itself.

What a 240-client book gave back

BeforeMaturities tracked in a spreadsheet, when there's time

After£97,400 of fee opportunity surfaced and drafted in one run

Total opportunity found
£97,400
Client actions drafted
251
Adviser hours saved / month
31

Maturity Radar £43,400, Orphan Client Revival £29,150, Protection Cross-Sell Engine £24,850. Total £97,400. Example figures.

The package

Build from £5,500 · from £2,500/month · one recovered maturity month covers the retainer

Live within 14 days of data access

Book a free Leak Scan for mortgage broker work

05 / 10

Commercial Insurance Brokers

Your renewal book is your business. Defend it like one.

Three tools that spot at-risk renewals 90 days out, find uncovered risks across your book, and get your submissions to underwriters first.

FCABuilt for firms answerable to the FCA. The system detects and drafts; your authorised people advise and send.

41 renewals wobbling in the next 90 days. Worked example, not a client result.

£74k GWP

Silent churn

At-risk renewals look fine until the non-renewal email arrives.

£52k

Uncovered risks

Clients hold property cover and no cyber, D&O or BI. Nobody has checked the book.

2 days

Slow submissions

Underwriters reward the first complete submission; yours is still in the inbox.

Tool 1

Renewal Defence

The problemChurn risk hides in mid-term behaviour: claims friction, contact gaps, premium jumps.

What it doesEvery renewal risk-scored 90 days out, retention outreach drafted for account handlers.

policy_book.csv620 policies Example
  1. 1Parsing policy book620 policies tokenised
  2. 2Detecting churn signalsPremium movement, claims friction, contact gaps
  3. 3Scoring renewal risk90-day risk score per policy
  4. 4Drafting retention outreachPer-client renewal reviews

41 renewals at risk in the next 90 days

GWP at risk
£74,000
Commission exposure
£11,100
Retention plans drafted
41

Renewal Defence gives your handlers a 90-day head start on every wobbling account.

What your team does next
  1. Give each account handler their at-risk renewals 90 days out, not 30.
  2. Send the drafted retention outreach before the incumbent insurer's invitation lands.
  3. Escalate anything above your premium threshold to the director who signed the account.
Tool 2

Cover Gap Scanner

The problemCross-sell across a 600-policy book is impossible client-by-client.

What it doesEvery obvious uncovered risk flagged and sized, review invitations drafted.

client_schedules.csv310 clients · cover schedules Example
  1. 1Parsing schedules310 client schedules tokenised
  2. 2Detecting cover gapsCyber, D&O, BI, key person vs sector norms
  3. 3Scoring premium opportunityGap value per client
  4. 4Drafting review invitationsRisk-review agenda per client

133 uncovered risks across 97 clients

Premium opportunity
£52,300
Review invitations drafted
97
Cyber gaps in exposed sectors
44

The scanner turns your existing book into your best new-business pipeline.

What your team does next
  1. Pick the gaps that match the agencies you actually hold and park the rest.
  2. Attach the drafted invitation to the renewal review already in the diary.
  3. Record any client decline in writing so the file evidences the advice given.
Tool 3

Quote Turnaround Engine

The problemAssembling a clean underwriter submission from client documents takes days.

What it doesClient docs in, structured underwriter-ready submission pack out in minutes.

submission_docs_sample.pdf1 client · 4 documents Example
  1. 1Parsing client documentsProposal forms and schedules extracted
  2. 2Detecting required fieldsPer line of business
  3. 3Scoring completenessGaps flagged with client questions
  4. 4Drafting submission packUnderwriter-ready, house style

Underwriter-ready pack in 6 minutes

Turnaround time
6 min
Fields auto-completed
58
Missing items flagged
3

First complete submission in wins. The engine makes that yours by default.

What your team does next
  1. Check the submission pack against the client's own documents before it goes out.
  2. Send the same clean pack to every underwriter on the panel.
  3. Reuse last year's pack as the starting point at the next renewal.

What a 620-policy book gave back

BeforeRenewals reviewed at 30 days; cross-sell when someone thinks of it

After£126,300 of GWP defence and premium opportunity surfaced in one run

Opportunity surfaced
£126,300
Client actions drafted
138
Handler hours saved / month
34

The sample run for broker work reports counts and time, not pounds, so it has no money chart. The three results above are the full picture.

The package

Build from £6,000 · from £2,750/month · two defended renewals cover the retainer

Live within 14 days of data access

Book a free Leak Scan for broker work

06 / 10

Commercial Property

Every lease event is an instruction, if you see it first.

Three tools that read portfolios and public signals to surface rent reviews, breaks, off-market opportunities and pitch-winning reports.

ICORegistered with the ICO and built to UK GDPR. Your data is processed under a DPA, tokenised, and never used for model training.

44 lease events in one portfolio. Worked example, not a client result.

£96k

Missed lease events

Reviews and breaks pass unactioned across managed portfolios.

23 deals

On-market only

By the time it's listed, it's an auction. The margin was off-market.

3 days

Slow pitches

Instruction pitches lose to whoever shows up with the numbers first.

Tool 1

Lease Event Radar

The problemRent reviews and break clauses are diarised in five places and watched in none.

What it doesEvery lease event surfaced 12 months out with fee value, client briefs drafted.

portfolio_leases.csv150 leases Example
  1. 1Parsing lease schedule150 leases tokenised
  2. 2Detecting eventsReviews, breaks, expiries next 12 months
  3. 3Scoring fee valuePer event, per instruction type
  4. 4Drafting client briefsAction memo per event

44 lease events in the next 12 months

Fee-event value
£96,400
Client briefs drafted
44
Break clauses needing action ≤6 mo
13

The radar turns lease admin into a scheduled instruction pipeline.

What your team does next
  1. Take the 12-month view into the quarterly client meeting as the fee plan.
  2. Send the drafted brief to the landlord before the tenant's surveyor calls.
  3. Diarise the instruction, not just the lease event.
Tool 2

Off-Market Spotter

The problemPlanning applications and distress signals show tomorrow's deals. Nobody reads them daily.

What it doesPublic signals scanned across target areas, off-market opportunities scored, approaches drafted.

area_signals_sample.csv3 postcodes · 90 days of signals Example
  1. 1Parsing signal feedPlanning, charges, EPC and listing signals
  2. 2Detecting opportunitiesPre-market disposal and reposition signals
  3. 3Scoring deal qualityYield, tenure, motivation signals
  4. 4Drafting approachesOwner letters per opportunity

23 pre-market opportunities in 3 postcodes

Opportunities scored
23
Motivated-owner signals
9
Approach letters drafted
23

The spotter reads the public record daily so your acquisitions desk moves before the listing exists.

What your team does next
  1. Read the scored signals over morning coffee instead of the full planning register.
  2. Approach on the specific signal and reference the application by number.
  3. Track which signal types convert in your patch and drop the ones that do not.
Tool 3

Instant Vendor Report

The problemPitch-winning reports take days of comparables work. Pitches happen this week.

What it doesAddress in, branded vendor report with comparables and strategy out in 90 seconds.

instruction_brief_sample.pdf1 property · pitch brief Example
  1. 1Parsing briefProperty, tenure and objective extracted
  2. 2Detecting comparablesRecent transactions and demand signals
  3. 3Scoring pricing strategyRange with evidence
  4. 4Drafting vendor reportBranded, pitch-ready

Pitch-ready vendor report in 90 seconds

Time to report
90 sec
Comparables evidenced
11
Pricing scenarios
3

Walk into every pitch as the firm that already did the work.

What your team does next
  1. Generate the report before the pitch call, not after it.
  2. Check the comparables against your own recent deals and add the local colour.
  3. Leave the branded report with the vendor as the reason to instruct you.

What one managed portfolio gave back

BeforeLease diaries in spreadsheets; pitches built overnight

After£96,400 of fee events plus 23 off-market leads in one run

Fee opportunity surfaced
£96,400+
Actions drafted
67
Surveyor hours saved / month
38

The sample run for property firm work reports counts and time, not pounds, so it has no money chart. The three results above are the full picture.

The package

Build from £6,500 · from £3,000/month · one instruction covers a quarter

Live within 14 days of data access

Book a free Leak Scan for property firm work

07 / 10

Executive Search & Recruitment

Your next placement is already in your database.

Three tools that re-read your candidate pool against live mandates, watch target accounts for hiring signals, and cut shortlist time to minutes.

ICORegistered with the ICO and built to UK GDPR. Your data is processed under a DPA, tokenised, and never used for model training.

84 placements hiding in one database. Worked example, not a client result.

£54k+

Database rot

Ten thousand CVs, none of them re-read when a new mandate lands.

27 firms

Cold BD

Hiring signals fire daily at your target accounts; nobody's watching.

3 days

Slow shortlists

The first shortlist in wins; yours takes days of manual trawling.

Tool 1

CV Revival Engine

The problemNew mandates get new sourcing; the database you already paid for stays unread.

What it doesWhole database re-matched against live roles, best-fit candidates ranked, re-engagement drafted.

candidate_db_sample.csv1,500 candidate records Example
  1. 1Parsing candidate pool1,500 profiles tokenised
  2. 2Detecting live-role matchesSkills, sector, seniority vs open mandates
  3. 3Scoring placement fitFit × recency × availability signals
  4. 4Drafting re-engagementPersonalised per candidate-role pair

84 strong matches for live mandates

Fee value if 3 place
£54,000
Re-engagement drafted
84
Interview-ready this month
22

The engine re-reads your database every time a mandate opens, so sourcing starts warm.

What your team does next
  1. Screen the ranked matches before your consultants start fresh sourcing.
  2. Send the drafted re-engagement from the consultant who placed them last time.
  3. Refresh each record as candidates reply so the database stays worth mining.
Tool 2

Hiring Signal Radar

The problemFunding rounds, leadership exits and growth signals fire while your BD list sleeps.

What it doesTarget accounts monitored for hiring signals, warm briefs drafted the morning they fire.

target_accounts.csv150 target companies Example
  1. 1Parsing target list150 accounts mapped
  2. 2Detecting hiring signalsFunding, exits, job-ad velocity, expansion
  3. 3Scoring approach timingSignal strength × relationship history
  4. 4Drafting BD briefsOne-page brief per live signal

27 accounts showing live hiring signals

Warm BD briefs drafted
27
Funding-round triggers
9
Leadership-change triggers
11

The radar makes every BD call a response to something that happened this week.

What your team does next
  1. Read the morning brief before your BD calls, not after them.
  2. Approach on the signal itself rather than a generic introduction.
  3. Log the outcome so the radar learns which signals convert on your desk.
Tool 3

Shortlist Accelerator

The problemManual longlist-to-shortlist takes days the client spends talking to your competitor.

What it doesJob spec in, ranked shortlist with rationale and interview packs out, in minutes.

job_spec_sample.pdf1 role · Head of Engineering Example
  1. 1Parsing job specRequirements and success profile extracted
  2. 2Detecting candidatesDatabase + revival pool searched
  3. 3Scoring & rankingWeighted fit with evidence lines
  4. 4Drafting shortlist pack12 profiles, rationale, interview questions

Ranked shortlist of 12 in 4 minutes

Time to shortlist
4 min
Evidence-backed profiles
12
Interview packs drafted
12

The accelerator makes yours the first credible shortlist on the client's desk, every time.

What your team does next
  1. Sense-check the ranking and the rationale before anything reaches the client.
  2. Get the shortlist over inside the client's first 48 hours.
  3. Use the interview packs to brief consultants who did not run the search.

What one specialist desk's data gave back

BeforeEvery mandate sourced from scratch; BD from a cold list

After84 warm candidates, 27 live BD triggers, shortlists in minutes

Placement-fee pipeline
£54,000+
Warm actions drafted
111
Consultant hours saved / month
36

The sample run for search firm work reports counts and time, not pounds, so it has no money chart. The three results above are the full picture.

The package

Build from £5,500 · from £2,500/month · one placement covers the year

Live within 14 days of data access

Book a free Leak Scan for search firm work

08 / 10

M&A Advisory & Business Brokers

The best mandates are signed before anyone knows they're for sale.

Three tools that read public filings and your own mandate book to surface succession-risk owners, matched targets and live buyer fits.

ICORegistered with the ICO and built to UK GDPR. Your data is processed under a DPA, tokenised, and never used for model training.

67 succession-risk owners in one region. Worked example, not a client result.

67 targets

Origination drought

Every adviser fishes the same pond; the off-market pond is bigger.

38 fits

Slow target search

Buyer mandates stall for weeks while target lists are built by hand.

12 matches

Unmatched books

Live buyers and live sellers sit in the same office, unintroduced.

Tool 1

Succession Signal Scanner

The problemSuccession-risk owners don't announce themselves. Their filings do.

What it doesRegional company base scanned for succession signals, ranked pipeline with approach drafts.

region_companies.csv2,400 companies · one region Example
  1. 1Parsing company base2,400 filings profiles loaded
  2. 2Detecting succession signalsDirector age, tenure, no successor, profit stability
  3. 3Scoring mandate likelihoodSignal stack per company
  4. 4Drafting approachesOwner-appropriate letters per target

67 succession-risk targets identified

Priority pipeline
67
Directors 60+ with no successor
41
Approach letters drafted
67

The scanner refreshes monthly, so your origination pipeline fills from public data, not networking luck.

What your team does next
  1. Work the ranked pipeline from the top and ignore anything below your fee floor.
  2. Approach through the owner's accountant wherever the filings show one.
  3. Re-run the scan quarterly so new filings enter the pipeline on their own.
Tool 2

Target Sourcer

The problemA buyer mandate is only as good as the target list behind it.

What it doesMandate criteria in, scored long-list of matched acquisition targets out.

buyer_mandate_sample.pdf1 mandate · acquisition criteria Example
  1. 1Parsing mandateSector, size, geography, deal criteria extracted
  2. 2Detecting candidatesCompany base screened against criteria
  3. 3Scoring strategic fitFinancial and strategic weighting
  4. 4Drafting target profilesOne-page profile per target

38 matched targets for one mandate

Scored targets
38
Strong strategic fits
14
Profiles drafted
38

Target Sourcer turns a two-week research job into a same-day deliverable.

What your team does next
  1. Sanity-check the long list against the mandate before the buyer ever sees it.
  2. Present the scored list as evidence of coverage, not as a first draft.
  3. Keep the rejected targets so the next mandate starts warmer.
Tool 3

Buyer-Mandate Matcher

The problemMatches between your own live buyers and sellers go unnoticed across desks.

What it doesEvery live buyer and seller cross-matched, introduction memos drafted.

live_mandates.csv31 buy-side · 19 sell-side Example
  1. 1Parsing mandate book50 mandates tokenised
  2. 2Detecting cross-matchesCriteria intersection buy×sell
  3. 3Scoring deal probabilityFit, valuation gap, timing
  4. 4Drafting intro memosPer-match, partner-ready

12 live buyer-seller matches in your own book

Matches found
12
High-probability
5
Intro memos drafted
12

The matcher makes sure the deal sitting in your own office never walks out of it.

What your team does next
  1. Run the cross-match before you take a new mandate to market.
  2. Introduce through both deal leads so neither desk gets bypassed.
  3. Agree the fee split at introduction rather than at completion.

What one regional desk's run gave back

BeforeOrigination by referral; target lists by hand

After117 mandate opportunities and matches surfaced in one run

Pipeline entries created
117
Partner-ready documents
117
Research hours saved / month
45

Succession Signal Scanner 67, Target Sourcer 38, Buyer-Mandate Matcher 12. Example figures.

The package

Build from £7,500 · from £3,500/month · a fraction of one mandate fee

Live within 14 days of data access

Book a free Leak Scan for advisory firm work

09 / 10

Private Healthcare Groups

The revenue you quoted last quarter is still sitting in your diary system.

Three tools that follow up every unconverted treatment plan, fill tomorrow's empty chair time, and turn patient questions into booked consultations.

CQCBuilt for CQC-registered providers. Patient identifiers are tokenised end to end, and clinical decisions stay with your clinicians.

£96k of quoted treatment still open. Worked example, not a client result.

£96k

Quotes that vanish

Patients say 'I'll think about it' and never hear from you again.

19 slots

Empty chair time

Tomorrow's gaps are found tomorrow, too late to fill.

14 topics

Unanswered questions

Patients ask the internet about your treatments; competitors answer.

Tool 1

Treatment Plan Recovery

The problemUnconverted plans get one follow-up call, if the front desk finds time.

What it doesEvery open quote followed up with a patient-appropriate sequence, pipeline visible to the group.

treatment_quotes_sample.csv140 unconverted plans · one quarter Example
  1. 1Parsing quote list140 plans, patient identifiers tokenised
  2. 2Detecting recoverable plansOpen, undecided, finance-stalled
  3. 3Scoring recovery likelihoodValue × recency × treatment type
  4. 4Drafting follow-up sequencesTone-matched per treatment

£96,000 of quoted treatment still open

Recoverable pipeline
£96,000
Sequences drafted
112
Finance-option candidates
37

Recovery runs weekly across every site, so no plan goes quiet without three considered follow-ups.

What your team does next
  1. Let the sequence run and give the front desk only the patients who reply.
  2. Keep clinical claims out of the follow-up and route questions to the clinician.
  3. Close the plan in the PMS the moment it converts so chasing stops.
Tool 2

Capacity Fill Radar

The problemCancellations create gaps the diary team discovers on the day.

What it doesTomorrow's gaps detected tonight, matched patients invited automatically.

diary_export_sample.csv7 days · 4 practitioners Example
  1. 1Parsing diary exportAppointments tokenised
  2. 2Detecting gapsNext-7-day unfilled slots
  3. 3Scoring patient matchesWaitlist, overdue recalls, open plans
  4. 4Drafting invitationsShort-notice offers per slot

19 fillable slots in the next 7 days

Slot value
£8,550
Matched patients invited
57
Overdue recalls included
24

The radar treats every gap as revenue with a deadline, and moves before the day arrives.

What your team does next
  1. Approve tonight's invitation list before it goes out against tomorrow's gaps.
  2. Match on clinician and treatment type, never on availability alone.
  3. Hold a short waiting list per site so the radar always has someone to invite.
Tool 3

Review-to-Revenue Engine

The problemYour reviews contain every question patients ask before booking, and nobody uses them.

What it doesReviews mined for real patient questions, answer content drafted for your site and AI search.

reviews_export_sample.csv420 reviews · you + 3 competitors Example
  1. 1Parsing reviews420 reviews, names removed
  2. 2Detecting question themesCost, pain, recovery, results, finance
  3. 3Scoring content gapsWhat competitors answer that you don't
  4. 4Drafting answer contentSite + AI-search-ready pages

14 patient questions you don't answer publicly

Content pieces drafted
14
Competitor-answered gaps
9
Booking-intent topics
6

The engine makes your clinic the answer patients find, before they have chosen a clinic.

What your team does next
  1. Have a clinician approve every answer before it goes anywhere near your site.
  2. Publish each answer on the treatment page the question was actually asked about.
  3. Re-run quarterly so new reviews keep the content current for AI search.

What one group's quarter gave back

BeforeFollow-up when the desk is quiet; gaps found on the day

After£104,550 of recoverable treatment and diary value surfaced in one run

Revenue surfaced
£104,550
Patient actions drafted
183
Front-desk hours saved / month
36

The sample run for group work reports counts and time, not pounds, so it has no money chart. The three results above are the full picture.

The package

Build from £6,000 · from £2,750/month · three recovered plans cover the retainer

Live within 14 days of data access

Book a free Leak Scan for group work

10 / 10

B2B SaaS

Your ARR leaks are in the data you already collect.

Three tools that read usage and billing exports, flag the accounts about to churn, recover failed payments, and surface expansion-ready customers.

ICORegistered with the ICO and built to UK GDPR. Your data is processed under a DPA, tokenised, and never used for model training.

£186k ARR at risk in one export. Worked example, not a client result.

£186k

Silent churn

Usage decline shows 60 days before the cancellation email, if anyone is looking.

£23k

Involuntary churn

Failed payments quietly expire instead of being recovered.

£96k

Missed expansion

Accounts hitting plan limits never hear from sales.

Tool 1

Churn Signal Detector

The problemChurn risk shows in usage decline and support friction long before renewal.

What it doesEvery account risk-scored from usage patterns, save-plays drafted for CS.

usage_export_sample.csv480 accounts · 90 days Example
  1. 1Parsing usage export480 accounts tokenised
  2. 2Detecting risk signalsLogin decay, seat shrink, ticket sentiment
  3. 3Scoring churn riskARR-weighted risk per account
  4. 4Drafting save playsPer account, CS-ready

32 accounts showing churn signals

ARR at risk
£186,000
Save plays drafted
32
High-risk enterprise accounts
7

The detector runs weekly so CS works a ranked save list, not a renewal surprise.

What your team does next
  1. Give CS the risk-scored list at the start of the week, not at renewal.
  2. Run the drafted save-play while the account still has runway to recover.
  3. Feed the outcome back so the score reflects what actually saved the account.
Tool 2

Failed Payment Recovery

The problemDunning defaults let recoverable revenue expire in silence.

What it doesFailed payments segmented by cause, recovery sequences drafted per segment.

billing_export_sample.csv480 accounts · billing events Example
  1. 1Parsing billing eventsPayment failures tokenised
  2. 2Detecting recoverable failuresCard expiry vs decline vs dispute
  3. 3Scoring recovery oddsBy cause, tenure, value
  4. 4Drafting recovery flowsCause-specific sequences

£23,400 in recoverable failed payments

Recoverable MRR events
£23,400
Card-expiry saves
61%
Sequences drafted
48

Recovery flows tuned to failure cause, not one generic dunning email on repeat.

What your team does next
  1. Split hard failures from soft ones and stop dunning the ones that cannot recover.
  2. Send the cause-specific sequence instead of the generic card-update email.
  3. Route anything above your ACV threshold to a human before the account lapses.
Tool 3

Expansion Miner

The problemExpansion-ready accounts announce themselves in usage data nobody mines.

What it doesAccounts at plan limits or multi-team usage flagged, expansion plays drafted for sales.

usage_export_sample.csvsame 480-account export Example
  1. 1Parsing usage export480 accounts re-read for growth
  2. 2Detecting expansion signalsLimit proximity, seat growth, feature adoption
  3. 3Scoring expansion valueUplift per account
  4. 4Drafting expansion playsPer account, AE-ready

41 expansion-ready accounts

Expansion ARR available
£96,000
At plan limits now
18
Plays drafted
41

The miner hands sales a warm expansion list from the same file that defends your base.

What your team does next
  1. Hand sales the accounts already at plan limits before the renewal conversation.
  2. Lead with the usage evidence rather than the price list.
  3. Time the play to the usage spike, not to the contract date.

What one 480-account export gave back

BeforeChurn found at renewal; dunning on defaults; expansion ad hoc

After£305,400 of ARR defence and growth surfaced from two CSVs

ARR opportunity
£305,400
Plays drafted
121
CS/RevOps hours saved / month
42

Churn Signal Detector £186,000, Failed Payment Recovery £23,400, Expansion Miner £96,000. Total £305,400. Example figures.

The package

Build from £6,500 · from £3,000/month · one saved enterprise account covers the year

Live within 14 days of data access

Book a free Leak Scan for company work

Inside every run

Four stages, the same every time

Whatever the sector, a tool follows one path from your export to a fix your team can send.

  1. 01

    Ingest

    Reads the export from your system.

  2. 02

    Detect

    Flags the rows that should have billed, chased or followed up.

  3. 03

    Score

    Puts a pound or count figure on each flag and ranks them.

  4. 04

    Draft

    Writes the fix for your team to review and send.

Common questions

Before you book

Want the figure for your own firm?

The runs above use sample files. A Leak Scan puts a pound figure on your own work, in about 20 minutes of your time.

Book a free Leak Scan