Our approach

Lawton runs the consulting playbook with agents instead of a project team. They interview your people, read your systems, write the plan, build it, test it and switch it on, one workflow at a time. You approve twice. The agents do the rest.

The journey, stage by stage

A typical onboarding takes about four weeks, but it runs at your pace.

Swipe for all seven stages →
01

Choose

What you seeOur services: what each department takes off your plate and the systems it works with.
What you doShortlist the departments you want.
Agents on itNone. This step is you, browsing our services.
What you getA shortlist.
Done whenYou start a readiness scan.
02

Readiness scan (free)

What you seeA way to connect your apps read-only, and a short interview.
What you doConnect your apps and answer a few questions.
Agents on itInterviewerResearchersSystems cartographerResearchers
What you getA fit report: the departments that fit, the systems they’ll work with, the hours they could save and any gaps.
Done whenYou pick your departments.
03

Discovery

What you seeInvitations for your team. Each person gets a link to a short interview, by voice or chat.
What you doInvite your team and connect your document folders.
Agents on itInterviewerResearchersDocument analystResearchersSystems cartographerResearchersProcess minerAnalystsOrg analystAnalysts
What you getA model of how your business works: people, roles, systems, where your data lives, and how work really flows.
Done whenEvery role in scope is interviewed, every system in scope is read, and every gap between what people said and what the systems show is resolved or flagged.
04

The plan

You approve
What you seeYour configuration plan, a video walkthrough made by the agents, and a plan agent that answers your questions and takes your edits.
What you doChange any setting you want, then approve and sign.
Agents on itOpportunity analystAnalystsSolution architectAnalystsChange writerWriters
What you getThe configuration plan.
Done whenYou approve it.
05

Build and test

What you seeA progress tracker, and a request to grant access for each workflow.
What you doGrant access, one workflow at a time.
Agents on itBuilderOperatorsIntegration engineerOperatorsQA checkerCheckers
What you getYour agents, set up and tested, with a test report.
Done whenEvery workflow passes replay tests on your own historical data.
06

Shadow mode

You approve
What you seeA review queue of drafts.
What you doApprove, edit or reject each draft, then approve go-live for each workflow.
Agents on itGo-live conductorOperatorsAdoption coachWriters
What you getShadow results for each workflow.
Done whenYour edits drop below the threshold in your plan and you approve go-live.
07

Live

What you seeA monthly value report and suggestions for what to add next.
Agents on itValue stewardStewardsAdoption coachWriters
What you getYour value report, every month.
Done whenOngoing.

How we work

01Start from tested departments.

The plan

One plan. Every setting has a source.

The configuration plan is the one document you sign. Every setting in it links to the interview, document or system record behind it. Change anything before you sign: the plan agent checks each change against the evidence and flags conflicts.

  1. 01 Goals and baseline today’s numbers, pulled from your systems, and the targets.
  2. 02 Agents and workflows each agent, the workflows it runs and what starts them.
  3. 03 Settings what discovery filled in, like your pipeline stages, your ideal customer and your brand voice.
  4. 04 Connections and access each app, the access it needs and when that access is granted.
  5. 05 Guardrails approval rules on sending, publishing and spending, plus limits and rollback.
  6. 06 Your team what changes for each role, with training and staff messages.
  7. 07 Go-live order which workflows go first, how long each runs in shadow mode and the edit rate it has to hit.
  8. 08 Gaps anything a department can’t cover, and where to get it done.
  9. 09 Timeline your target dates.
You approve and sign
The implementation swarm

Fifteen agents run every engagement.

The same swarm runs every engagement, whatever departments you choose. They share one record of your business, and every fact in it links to its evidence.

Engagement orchestratorRuns the engagement, hands out the work and checks each stage is done. Head agent
Researchers3
InterviewerRuns voice or chat interviews with each role, and follows up on vague answers.
Document analystPulls processes, policies and business rules out of your SOPs, contracts and handbooks.
Systems cartographerMaps your apps, fields, automations and integrations, and where each kind of data lives.
Analysts4
Process minerRebuilds how work really flows from your systems’ activity, and checks it against the interviews.
Org analystBuilds your org chart and who owns which process.
Opportunity analystWorks out the hours and dollars each workflow can save.
Solution architectConfigures your departments, connections and guardrails.
Writers2
Change writerWrites what changes for each role, the training, staff messages and updated SOPs.
Adoption coachAnswers your team’s questions in Slack or Teams.
Operators3
BuilderSets up your departments and applies the plan’s settings.
Integration engineerConnects your apps and writes the glue between them.
Go-live conductorRuns shadow mode, switches workflows over in stages and rolls back if needed.
Checkers1
QA checkerReplays your history, tests permissions and tries to break each workflow. Never checks its own team’s work.
Stewards1
Value stewardTracks results and drift, sends the monthly value report and suggests what to add next.

Questions and answers

What does the readiness scan cost?

Nothing. You connect your apps read-only, answer a short interview and get a fit report: which departments fit, the systems they’ll work with, the hours they could save and any gaps.

How long does it take?

A typical onboarding takes about four weeks, but it runs at your pace. Onboarding is self-directed, so you decide how fast to go.

What does my team need to do?

Each person in scope does one short interview. Later, whoever owns a workflow reviews its drafts in shadow mode.

What if you find something no department covers?

It goes in your plan as a gap, and we point you to done-for-you help.

What can the agents touch?

During discovery, read-only access and nothing more. Write access is granted one workflow at a time, and anything that sends, publishes or spends waits for you.

Who owns the setup?

You do: your settings, prompts and runbooks.

See what fits before you buy.

Start your free readiness scan