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Pipeline template

Professional services audit

Audit client engagement, project delivery, and billing for consulting-grade consistency.

How the pipeline runs

  1. Step 01

    Connect sources

    Drive, Notion, Confluence, Slack

  2. Step 02

    Score every doc

    Five dimensions per file

  3. Step 03

    Find contradictions

  4. Step 04

    Build vertical ontology

  5. Step 05

    Deliver report

    PDF, JSON, MCP endpoint

What this audits

  • Engagement standards across SOW templates and client onboarding
  • Project delivery playbooks against billing and invoicing procedures
  • Statement-of-work language consistency across active templates
  • Topics a senior partner expects in client docs but the delivery team has not committed to writing

When to use this

You run a consulting practice, an agency, or a professional services arm. Multiple partners write engagement letters; multiple delivery leads write SOWs. A misaligned reporting cadence or payment term between two of them shows up as a missed milestone or a slow invoice.

Industries this fits

  • Consulting
  • Agencies
  • Professional services

Sample contradictions caught

Two real-shaped conflicts ceadr would surface in this audit.

  1. Source A

    Engagement-Standards.md

    “Status reports are issued weekly.”

    Source B

    Client-Onboarding.gdoc

    “Status reports are issued biweekly.”

  2. Source A

    Billing-Policy.gdoc

    “Standard payment terms are net 30.”

    Source B

    Statement-of-Work.template

    “Standard payment terms are net 15.”

Run this template against your knowledge.

Connect your sources. ceadr handles the rest in 3 minutes.

Use this template