Professional Services
02 Jun 2026
A firm standardises client-acceptance research
One repeatable research template across offices and practice groups.
A professional services firm needed client-acceptance research that looked the same in every office. Practice groups had their own templates. Reviewers could not compare files.
The firm adopted one research template: entities, ownership, risk findings and citations in a consistent structure.
Client-acceptance work is now repeatable across offices and practice groups, with a file that survives internal review.