Synthetic Intelligence Layer
and AI-native Platformization
Your firm’s knowledge gathered into governed memories and put to work by department agents, or one secure platform built from your prototype or requirements. Both are built and run inside your environment.
Partner Judgment is your Least-protected Asset
How a client likes to work, why a judgment was made, which precedent applies: the systems hold the numbers and the files, while the judgment sits in heads, inboxes and local drives. Most of what makes a partner valuable is held outside the firm’s systems, and three pressures put it at risk.
Succession
Client knowledge and technical calls leave with the partner. The firm keeps the files and loses the reasoning, and clients notice first.
Rework
Records in several systems, documents in several places, and a person re-keying between systems that look integrated.
Ungoverned AI
AI tools on client work before rules exist on where data may go, which models may be used, or who approves the output.
of enterprise AI pilots show no measurable P&L return. The ones that work start narrow, fit the workflow and learn from the firm’s own material.
of organisations have a visible AI strategy. Those that do are twice as likely to see AI-driven revenue growth.
Sources: MIT NANDA, The GenAI Divide: State of AI in Business 2025; Thomson Reuters, Future of Professionals, June 2025.
Two Routes, One Foundation
Four Phases
- 0Discovery & Assessment
- 1Federated Search Layer
- 2Governance of New Data
- 3Data Warehousing
Two Memories
- Firm MemoryPolicies, templates and precedent
- Leader MemoryEach partner’s second brain
Your Systems and AI Models
Department by Department
Approval Gate
for Reviewer
100% transfer with code. Your team takes over running and maintaining it.
Start with Data Governance
Your data is found, governed and consolidated in four phases, before the two memories and the department agents are built on it.
Discovery & Assessment
Weeks 1–4
- Data-source Inventory
- Ticket-dump Analysis
- Stakeholder Interviews
- Roadmap & Pricing Lock
Federated Search Layer
Weeks 5–16
- Search Architecture
- Connector Build
- Tax-practice Pilot
- Firm-wide Rollout
Governance of New Data
Weeks 14–24
- Classification & Retention
- Filing Standards
- Merger Onboarding Playbook
- Access Rationalization
Data Warehousing
Months 6–12
- Data Warehouse Foundation
- Pipelines
- Migration & Archive
- AI-readiness Layer
Organizational Hierarchical Memory
One governed layer across the firm, holding two kinds of memory and putting them to work through department agents.
- What It Is
- One firm-wide layer: your policies, methods and precedent in Firm Memory, with agents for tax, audit, advisory and HR.
- How It Works
- A governed data layer is built in your environment. Each agent passes a quality gate before release.
- What Changes
- Work starts from your own precedent, and every AI-assisted output is traceable and approved by a person.
Vault
- What It Is
- A private, linked record of each partner’s notes, decisions, meetings and reference material, held in your environment.
- How It Works
- Each partner chooses the sources. SPNX links them, applies firm governance and keeps versioned copies.
- What Changes
- A partner’s judgment stays searchable and stays with the firm when they retire.
AI Native Platformization
Start where the need is sharpest, such as a tax workflow or a client portal. Each platform is built on the shared foundation, so it joins the firm-wide layer without a rebuild.
Route A : Hand off your Prototype
The 25% vs 75% Model- You Bring
- A prototype, mock-up or working demo built with an AI tool.
- We Build
- Architecture (L3) to Run & Maintain (L8).
- You Own
- The platform, its source code and its documentation.
- Fits When
- You already have a proof-of-concept or an internal product owner.
Route B : Have SPNX Build It All
The 100% Model- You Bring
- A business requirements document.
- We Build
- Requirements (L0) to Run & Maintain (L8).
- You Own
- The platform, its source code and its documentation.
- Fits When
- You want a single accountable builder from first screen to live.
Stages of Development
Client Data Stays in Your Environment
Whichever route you take, SPNX works on your IT team’s terms. Both routes run on the same controls.
Roadmap and Commercial Plan
You commit only to a fixed-fee discovery. Everything else comes later. Discovery maps your systems, data and owners, recommends the route and returns a plan with a fee for each stage.
Indicative timing. Discovery confirms the plan for your firm.
Recommends the route and returns a plan with a fee for each stage, so you decide the rest with full information.
Sized to the scope you approve after discovery. Building begins only once you have approved that scope.
The models and infrastructure on your accounts, plus a service fee that steps down as your team takes over.
Fixed at contracting, against agreed competency gates, on a date set before the engagement begins.