PHOENIX PARTNERS / BUILD YOUR ADVISORY PRACTICE
Your expertise makes the difference. Start with Phoenix’s contract intelligence foundation, or help develop client, project and sector workflows into a repeatable professional service.
For procurement, legal, accounting, property and sales specialists, with discovery opportunities in criminal justice.
01 / BUILT AROUND YOUR EXPERTISE
Bring your methodology, relationships and professional judgement. Phoenix supports contract search, Policy Library comparisons and evidence-led review.
Offer portfolio diagnostics, policy implementation and renewal programmes. Prioritise departures, commercial opportunities and supplier conversations.
Client value: better use of spend, reviewer capacity and renewal windows.
Extend outsourced finance, commercial due diligence and cost-control engagements with visibility of commitments, renewals and contractual assumptions.
Client value: clearer obligations and a defensible commercial case.
Turn approved positions and fallbacks into a working Policy Library. Offer portfolio triage, playbook design and exception-review support.
Client value: consistent review and specialist attention where it matters.
Help shape lease review, property transaction files and client reporting. Bring the dates, documents and people that make a property workflow work.
Development opportunity: clearer client updates and less time assembling the file. Explore property
Define how case material, source references and review tasks should work for practitioners. Start with a tightly scoped discovery engagement.
Discovery opportunity: better preparation and handovers, with specialist validation. Explore justice
Help define customer contract reviews, commercial handovers and renewal preparation that fit sales and account teams.
Development opportunity: clearer ownership of customer promises. Explore sales
Our procurement contract workflow is available as a working pilot. Client/project R&D and sector-specific use cases are being explored with practitioners. See the development areas and illustrative client/project views
02 / MAKE THE ECONOMICS VISIBLE
Explore two separate business cases. The client model starts with an illustrative procurement programme; for other sectors, replace the assumptions and set spend savings to zero where they do not apply. These are not customer results, promised returns or Phoenix prices.
Include software, model API usage, implementation, internal effort and annual advisory fees.
Capacity value is not cash saved. Count savings only when delivered and finance-approved; avoid double-counting. This example assumes 12 months of benefits. Your rollout timing will change the result. No avoided-risk value is included.
After direct delivery costs, including staff time and any technology costs your firm pays.
Illustrative fees set by your firm. Contribution excludes sales costs, fixed overheads and tax; figures exclude VAT. No referral commission is assumed. The client’s cost model must include your fees.
Quarterly policy reviews, renewal preparation, exception resolution and benefits reporting keep your advice connected to decisions throughout the year.
Capacity value = annual reviews × minutes saved ÷ 60 × hourly cost × productive-use percentage. Cash savings = eligible spend × realised savings percentage. Economic ROI = (capacity value + cash savings − programme cost) ÷ programme cost × 100. Cash-only ROI excludes capacity value. Break-even savings rate (%) = programme cost ÷ eligible spend × 100.
Partner revenue = clients × (implementation fee + monthly advisory fee × billed months). Gross contribution = revenue × delivery margin. Validate assumptions with a timed pilot and agreed baseline before presenting a proposal.
03 / BEST-PRACTICE IMPLEMENTATION
A reliable implementation needs agreed policies, clean evidence, clear ownership and people who use the results. Package that work into five accountable stages.
Partner + client sponsor. Select the use case, review volumes and costs. Agree scope and a benefits baseline.
Sponsor signs off success measures, owners and budget.
Partner + client data owner. Reconcile sources, versions and duplicates; agree access and the AI connection with Phoenix.
Sample data reconciles; permissions and processing scope are approved.
Partner + policy or legal owner. Build preferred positions, fallbacks, exceptions and escalation rules in the Policy Library.
Client approves the policy version and review responsibilities.
Partner + client reviewers + Phoenix. Test representative contracts, evidence links, missing data and review time. Train the team.
Agreed quality and time measures pass; users demonstrate the workflow.
Partner + client service owner. Deliver a review cadence, action register, handover and benefits report.
Owners accept the service; finance validates realised benefits.
You own the engagement: methodology, advice and change management.
Phoenix provides the platform: technical scoping, configuration guidance and agreed support.
The client owns decisions: data permissions, policies, approvals and accepted actions.
04 / FIND YOUR PARTNER MODEL
Scope, enablement, support and commercial terms are agreed individually before delivery.
Introduce a qualified client opportunity and help frame the problem. Agree eligibility, attribution, any referral fee and payment conditions in writing before introducing business under the programme.
Lead discovery, policy design, onboarding and adoption. Agree a statement of work and the technical support your delivery needs.
Provide retained review, policy maintenance and commercial improvement. Set a service cadence with measurable client outcomes.
Bring a real workflow, domain expertise and structured feedback. Help define and test the next sector use case, with scope, contributions, intellectual property and commercial arrangements agreed before work begins.
Agree product walkthroughs, sample workflows, configuration guidance and technical support for your first engagement. Use your own professional methodology to create a service you can take to more clients. Training, joint marketing and any reusable sector templates are scoped with each partner; a formal accreditation scheme is not being announced.
BEFORE WE TALK
No. Start with your professional expertise and a clear client problem. We agree the product familiarisation and technical responsibilities needed for your first engagement.
Yes, where the connection is supported and approved for their deployment. Agree the provider, permissions, processing terms and usage costs during scoping. See integration availability
No. Comparisons surface evidence for review. Qualified advisers and client owners interpret findings, accept exceptions and approve action. Phoenix does not guarantee legal compliance or commercial outcomes.
Agree software charges, your services, client ownership, confidentiality and support in the partner and client agreements. Application does not create a partnership or grant certification, exclusivity or a commission entitlement.
Not yet. Apply to discuss a referral arrangement. Any rate, qualifying sale, attribution period, payment trigger and applicable restrictions must be agreed in writing. The calculators show professional services revenue and assume no affiliate income.
Yes. We are seeking practitioner input across legal, criminal justice, accounting, property and sales. Choose “Sector development / design partner” in the form and describe one workflow you would like to improve. We will agree a focused discovery or pilot scope, availability and success measures. Explore sector opportunities
Choose one client use case, a representative contract sample and a policy owner. Agree a timed baseline and success criteria, then use the pilot results to shape a costed rollout. Review security and access
LET’S BUILD YOUR FIRST ENGAGEMENT
Tell us about your firm and the clients you advise. We’ll discuss the fit, an initial use case and the support you would need.
An enquiry starts a conversation. No payment or commitment is required.
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