Knowledge base
Every playbook, policy, and SOP the assistant draws on.
Engagement Pricing & Scoping Policy
CommercialUpdated May 2026
How we price fixed-fee and T&M engagements, discount authority, and margin floors.
Scope Change Procedure
DeliveryUpdated Apr 2026
When and how to raise a change request when engagement scope shifts.
Client Onboarding Playbook
DeliveryUpdated Jun 2026
The first-two-weeks checklist for standing up a new client engagement.
Data Handling & Confidentiality SOP
RiskUpdated Mar 2026
How client data must be stored, shared, and disposed of.
Weekly Client Status Report — Standard
DeliveryUpdated Feb 2026
The required format and content for the weekly client status.
Timesheet & Utilization Guidelines
OperationsUpdated Jan 2026
Time entry rules and the target utilization by grade.