Legal
Scaling a Value-Add Consulting Advisory Model with Ultimarii
Mid-market consulting advisory firm · Client onboarding
30 min
Expert readiness, from up to a week
100+
Intakes per year, standardized
24–48 hrs
Predictable turnaround on deliverables
The challenge
As the firm’s client base expanded, the model began to strain. The firm now manages 100+ client intake processes each year, and onboarding was largely defined by the individual assigned.
What Ultimarii did
Ultimarii engaged as an operating partner, not just a software provider. We led a series of structured design workshops with the full advisory team to map the onboarding lifecycle end to end.
The outcome
This engagement allowed the firm to scale its value-add without increasing headcount or compromising quality.
We used to spend days getting aligned internally before engaging clients. Now, within 30 minutes, our experts are fully up to speed. Ultimarii didn’t just speed us up—it changed what we’re able to offer at scale.
Full case study
Read the full case study
What’s inside
7 pages
- The Challenge
- Ultimarii’s Approach
- Expanding Ingestion to Match Real-World Client Data
- The Solution
- The Impact
- The Bottom Line
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