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SUMO Advisory

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Turn hard-won engagement learnings into a Domain Methodology Package your firm licenses as software, so every client team draws from your playbook and collective expertise.

Core use cases

Your methodology, applied consistently across every engagement.

Methodology capture

Framework codification

Practice vocabulary

Approved approaches

Version control

Engagement setup

Scoping and proposals

Workplan generation

Team onboarding

Client context intake

Analysis & delivery

Guided analyses

Hypothesis tracking

Deliverable drafting

Partner review queues

Knowledge reuse

Prior engagement retrieval

Credential search

Expert identification

Case example matching

Quality & risk

Methodology adherence checks

Review and sign-off

Source traceability

Audit trail

Client reporting

Status updates

Steering committee packs

Outcome tracking

Close-out learnings

Built on your firm's methodology

The SUMO Advisory Domain Methodology Package: your firm's practice vocabulary, rules and references, configured rather than coded.

Practice vocabulary

Service lines, frameworks, issue trees and deliverable types, structured the way your firm works.

Engagement discipline

Stage gates, review requirements and quality standards applied to every engagement.

Client deliverables

Proposals, workplans, analyses and client deliverables built from approved firm templates.

Your playbook

Engagement archives, credentials and thought leadership grounding every draft in firm expertise.