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Use case · Consultancy

For consultancies: advice that quietly turns into delivery.

Analysis, recommendations and decisions, often on a time-and-materials basis. The engagement’s scope is a set of questions; the risk is answering new ones for free.

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The moment

The engagement is a six-week assessment with a recommendation. In week four the sponsor asks the team to “just help the vendor team get started”. Nobody is sure whether that is advice or delivery, whether it is billable, or when the assessment is now due.

What fits

  • Request template “Consulting”: Question, Advice, Change to the engagement, Additional work, Feedback
  • Decisions module for recorded decisions; change history and “waiting on the client” answered from versions, decisions and asks
  • Recommended preset: Health & scope control
AskMeridian E-commerce Replatform

What is overdue on Meridian E-commerce Replatform, and are we still inside the budget?

Meridian E-commerce Replatform is at risk: 6 items have misaligned dates and waiting on the client: Payment provider sandbox credentials.

From the records

  • HealthAt risk[1]
  • Overdue work items4[2]
  • Committed due date18 Dec 2026[3]
  • Forecast completion15 Nov 2026[4]
  • Forecast variance vs budget£29,420.00[5]
  1. [1] Analysis 16 Sept 2026
  2. [2] ClickUp sync
  3. [3] Baseline v1
  4. [4] Analysis 16 Sept 2026
  5. [5] Analysis 16 Sept 2026

Move “Search indexing” to a new due date

Previewed with knock-on effects before you confirm. Written to ClickUp first, then to AI-mated, with an audit entry.

Changes the task in your task tool, then in AI-mated

Rule-based answer · every figure is read from a cited record. With a model on, the wording is AI-written and validated against the same records.

Sample workspace, analysed by the real rules engine.

The loop, for this kind of work

  1. 01

    Agreement

    The questions, deliverables and days agreed become scope statements; the fee and the dates become the baseline.

  2. 02

    Request

    Questions and requests for advice are answered and resolved; “help the vendor team” is recorded as additional work and checked against the scope.

  3. 03

    Impact

    Days by role at the rate card, the effect on the assessment’s date, and the engagement’s margin before and after.

  4. 04

    Decision

    The sponsor decides on a proposal with the fee and the new date; internal review by a partner can be asked for first.

  5. 05

    Approved work

    The change joins the agreement in force; what was advice and what is delivery is now written down.

  6. 06

    Delivery

    The assistant answers “what did we agree, and what has changed?” from the records, citing the baseline, the versions and the decisions.

Other use cases

Make the next request the first one on the record.

Guided pilot for agencies and consultancies of about 10–100 people. One email when your spot opens.

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