Advisor

Scale your team's capacity without scaling your headcount

Codified methodology, shared workflows, transparent reporting — so teams focus on judgment, not data wrangling

The reality

Every client project rebuilds the wheel

Sustainability and engineering advisories live and die by methodology. But most of it exists in people's heads — not in any system you can deploy.

Tool sprawl across clients

Each client runs different tools and templates. Every switch slows delivery.

Methodology doesn't compound

Lessons from one project rarely make it to the next — your firm's IP lives in PDFs and tribal knowledge.

Senior capacity is the bottleneck

Junior advisors need senior review on every certification submission, every report, every methodology call.

Multi-year projects, single-person knowledge

When the lead advisor moves on, their inbox, spreadsheets, and project context go with them. In construction and real estate, projects outlast tenure — so handover is inevitable, not exceptional.

What changes

Your methodology, codified — and reusable across every client

Build templates and workflows once. Deploy across clients. Seniors focus on judgement; the platform handles structure.

Project templates

Codify your methodology as reusable templates — evidence requirements, sign-off gates, reporting cadence.

Shared workflows across clients

Standardised workflows across the firm — so new advisors ramp faster and quality stays consistent.

Client transparency

Each client sees their projects' live status, evidence, and reporting — no more status meetings.

Project state exists in the platform, not in heads

Every action, decision, and document exists in Openframe — not in someone's inbox. All available for export to be stored on your own servers.

Codify your methodology — and scale it

Book a walk-through. We'll show how advisories deliver more projects without growing headcount.