PHOENIX
Pilot Phoenix

OTHER SECTORS & PARTNERS / PHOENIX BY CURTIS FITCH

Your expertise.
New possibilities
for your clients.

Help shape Phoenix for the way your profession works. Connect clients, projects and documents, then turn that context into better advice and a new service opportunity.

Become a sector partner Explore the approach

Working procurement pilotContract search, comparison and Policy Library review.

Sector R&DClient/project prototypes and matter-led discovery.

Partner conversations openHelp define, test and bring a focused service to market.

CLIENT & PROJECT WORKFLOWS

Organised around the relationship.
Focused on the work.

Illustrative R&D view based on the client/project approach explored in our prototype. Fictional records; not a screenshot or a live client portal.

Harbour Advisory / ClientsIllustrative R&D

CLIENT OVERVIEW

A place for every client relationship.

Bring the work around the client, with projects and documents in context.

NC
Northbridge CoffeeYear-end & commercial review
2 projects
HP
Harbour PropertiesLease portfolio review
1 project
WS
Willow StudioNew engagement · scoping
No projects

Explore the three views. These controls switch example content only; they do not access or change client records.

WHERE YOUR EXPERTISE FITS

Build around a problem
your clients already have.

The opportunities below describe what we want to develop and validate with partners. Sector-specific workflows are not being presented as finished products.

02 / CRIMINAL JUSTICE

Help practitioners make sense of complex case files.

Seeking discovery partners

We are seeking criminal law practitioners and justice-sector specialists to shape a focused document-workflow pilot. The starting point is organising and reviewing case material, with a clear connection back to the source and the responsible reviewer.

  1. Case-file organisation

    Explore how documents and versions should be grouped, indexed and made available to authorised reviewers.

  2. Chronologies and gaps

    Test source-linked draft timelines and flags for missing or inconsistent material, checked by a practitioner.

  3. Preparation and handover

    Define review tasks, ownership and an understandable record of what still needs attention.

VALUE FOR YOUR CLIENT

Aim to reduce time spent assembling and searching files, improve continuity between reviewers and make outstanding work easier to see.

SERVICES YOU COULD OFFER

Workflow discovery, information-organisation design, controlled pilot delivery and practitioner training. Commercial arrangements for public bodies would be scoped separately.

PARTNERS WE’RE LOOKING FOR

Criminal defence firms, chambers, justice organisations and specialist information-governance or legal technology partners.

What we would measureFile preparation time; source retrieval time; completeness of handovers; practitioner-verified chronology accuracy.

Develop this with Phoenix

This is a discovery proposal, not a deployed criminal justice system. Disclosure, evidential integrity, retention, restricted sharing and any court or agency integrations need specialist validation. Legal and case decisions remain with the responsible practitioners.

03 / ACCOUNTANTS & ADVISERS

Bring client work and commercial commitments into one view.

Client/project prototype explored

The accounting R&D work explored a familiar structure: dashboard, clients, projects, documents, actions and activity. We want accountancy firms to help refine that structure around how engagements actually run, and how their clients could use Phoenix in their own businesses.

  1. Engagement organisation

    Bring engagement letters, scope changes and supporting documents around the client and project.

  2. Year-end coordination

    Shape document requests, outstanding actions and reviewer handovers around a year-end engagement.

  3. Commercial advisory

    Use contractual commitments, notice periods and renewals to support cost-control and outsourced-finance conversations.

VALUE FOR YOUR CLIENT

Less chasing across folders and email. Clearer scope and responsibilities. A practical way to extend a periodic engagement into ongoing commercial advice.

SERVICES YOU COULD OFFER

Client onboarding and workflow setup, commitment-register reviews, outsourced finance support and quarterly contract health checks.

PARTNERS WE’RE LOOKING FOR

Accountancy practices, outsourced finance teams and business advisers with clients willing to help test a repeatable engagement.

What we would measureTime spent chasing documents; engagement turnaround; scope changes captured; advisory uptake and delivery margin.

Develop this with Phoenix

Accounting workflows are R&D. Tax filing, audit conclusions and integrations with accounting platforms are not represented as available Phoenix capabilities.

04 / PROPERTY, LEASES & ESTATE AGENCY

Keep the property, the paperwork and the next date connected.

Sector workflows in discovery

A commercial lease portfolio and a residential sale have different needs. We are looking for partners to help shape both: ongoing visibility for lease advisers and a clearer transaction file for estate and letting agents.

  1. Lease and portfolio advice

    Explore schedules of rent reviews, break options, notice requirements and obligations, linked to leases and variations.

  2. Estate and letting agency

    Organise instruction documents, agreed terms, supporting paperwork and outstanding actions around each property transaction.

  3. Client reporting

    Develop a repeatable review pack showing key dates, open questions and the actions agreed with an owner, landlord or occupier.

VALUE FOR YOUR CLIENT

Aim to reduce document chasing, make upcoming lease decisions easier to prepare for and give clients a clearer picture of progress.

SERVICES YOU COULD OFFER

Lease abstraction and portfolio setup, renewal-readiness reviews, transaction workflow implementation and ongoing portfolio reporting.

PARTNERS WE’RE LOOKING FOR

Lease advisers, commercial property consultants, managing agents, estate agents and letting agencies with a representative portfolio or transaction workflow.

What we would measureTime to assemble a transaction file; lease dates verified; overdue actions; client update preparation time.

Develop this with Phoenix Discuss estate & letting agency

Lease dates and obligations require professional verification. Automated conveyancing, identity checks, AML checks and property-system integrations are not claimed as delivered.

05 / SALES & COMMERCIAL TEAMS

Keep the promises made in a sale visible after the deal.

Sector workflows in discovery

We are exploring how Phoenix’s contract foundation can support customer-facing teams: the negotiated terms, the delivery commitments and the next renewal conversation. Sales and implementation partners can help define the handover from signed agreement to ongoing account management.

  1. Deal context

    Keep the agreement, statement of work and later variations together for review.

  2. Commercial handover

    Bring payment terms, service commitments, exceptions and responsible owners into the delivery conversation.

  3. Renewal preparation

    Use the agreed scope, notice provisions and change history to prepare customer account reviews.

VALUE FOR YOUR CLIENT

Less time searching for what was agreed. Clearer handovers to delivery and finance. Better preparation for scope and renewal discussions.

SERVICES YOU COULD OFFER

Commercial contract reviews, sales-to-delivery workflow design and retained renewal or account-governance services.

PARTNERS WE’RE LOOKING FOR

Revenue operations advisers, commercial consultants and integration specialists who understand customer contract workflows.

What we would measureHandover preparation time; commitments assigned an owner; renewal readiness; disputed scope items.

Develop this with Phoenix

CRM and signature integrations need separate scoping; this page does not announce a live Salesforce, Dynamics or DocuSign integration.

YOUR ROUTE INTO PHOENIX

Introduce. Implement.
Advise. Develop.

Use Phoenix in your practice, help clients adopt it in their own organisations, or shape a sector workflow with us.

01 / AFFILIATE & REFERRAL

Open a new conversation.

Introduce a relevant business and help frame the opportunity. Any referral payment, eligibility and attribution terms are agreed in writing before you start.

Register referral interest
02 / IMPLEMENTATION

Sell your expertise.

Package discovery, data preparation, workflow and policy setup, training and adoption into a paid professional engagement.

Explore implementation
03 / ONGOING ADVISORY

Keep adding value.

Build a repeatable service around reviews, commitments, renewals and agreed actions, with a cadence that suits your client.

Explore ongoing advisory
04 / SECTOR DEVELOPMENT

Shape what comes next.

Bring a representative workflow and practitioner feedback. Agree a pilot scope, success measures and the responsibilities for development.

Become a development partner

Applications are expressions of interest. Partner acceptance, product availability, support and commercial terms are agreed individually. We have not published commission rates, guaranteed returns or partner accreditation.

Explore the business case

FROM CONVERSATION TO A USEFUL PILOT

Bring one workflow.
Give it a measurable outcome.

Tell us who you serve, where the paperwork slows you down and what a better experience would look like. Start with synthetic or suitably approved examples.

Join the partner programme
  1. Choose the problemOne engagement, case workflow, lease portfolio or commercial handover.
  2. Define the serviceYour method, the client’s needs, the permissions and the roles Phoenix would support.
  3. Test the valueCompare time, quality and client experience with an agreed baseline.
  4. Agree the route to marketConfirm product readiness, delivery support, responsibilities and commercial terms.

Start with the foundation already demonstrated. Explore the procurement experience, including Ask Phoenix, contract comparisons and policy departures.

See Ask Phoenix in action Review access and data scope