Your method. On every engagement.
Dollie Agent OS puts your method behind engagement research, assessments and briefings. Your team works from shared evidence, and partners decide what reaches the client.
One shared method.
A clear path to partner review.
Your expertise becomes the working context for the team: what to look for, which evidence counts and where a partner must make the call. Start with one engagement type and refine it together.
A method the team shares. Agents prepare work from the same framework, evidence rules and approved examples.
Gaps made visible. Missing sources and conflicting evidence stay alongside the proposed finding.
Review with context. Partners see the evidence, interpretation and recommendation separately.
Work that stays connected. Client, Engagement and Finding Records carry the history into the next Task.
A finding tested before it reaches the client.
Andrew asks the Delivery Analyst to test an approval finding before Thursday’s partner review. The evidence points in two directions. Geneve decides what needs another interview and what can proceed. Illustrative example: Halden Advisory, Northstar and the people and figures shown are fictional.
Ask in the engagement’s Channel.
Confirm the assessment frame.
Show both sides of the evidence.
The partner makes the call.
The next step stays attached.
Start on Dollie Cloud.
Hosted by Dollie. A complete home for your team's work, not a trial.
Choose it when
- You want to work with Agents without running a platform
- Dollie can manage the product, accounts and billing
Run it as your firm's own.
Private Cloud is hosted with Dollie. Self Hosted runs on infrastructure you operate. Both carry your firm's name and use your own model accounts.
Choose it when
- The platform should carry your consultancy’s name
- You need your own model accounts and hosting choice
Start with the team. Choose where it runs.
Start on Dollie Cloud.
Hosted by Dollie. A complete home for your team's work, not a trial.
You want to work with Agents without running a platform
Dollie can manage the product, accounts and billing
Talk to usRun it as your firm's own.
Private Cloud is hosted with Dollie. Self Hosted runs on infrastructure you operate. Both carry your firm's name and use your own model accounts.
The platform should carry your consultancy’s name
You need your own model accounts and hosting choice
Compare ways to run itYour framework. Your evidence rules.
Your partner’s judgment.
Standards
Shared instructions for the work. Four Brain Files hold your consultancy profile, method, evidence and review rules, and communication style. Fill them with the standards your partners already use.
- Your services and scope
- Your assessment framework
- Your evidence and review rules
Procedures
A repeatable path through an engagement. Five Skills cover qualification, evidence collection, diagnostic assessment, findings synthesis and executive briefing. Adapt each procedure to the work you deliver.
- Your sequence of work
- Evidence before scoring
- Partner review before delivery
Library
Approved material to draw on. The Consultancy Library holds reusable templates, interview guides, benchmark definitions and anonymised past work. Client evidence belongs with its engagement.
- Material you approve
- Searched when the work needs it
- Fictional examples to replace
Review
Preparation with a named reviewer. Configure the Agents to prepare findings and briefings for partner review. Your partners decide what is approved, shared or promised to a client.
- Evidence and interpretation separated
- A named partner
- Client delivery stays your decision
The platform behind the work
Your method has a place to run. The team has a place to work.
The same Dollie Agent OS connects your people, Agents and engagement history. Explore the Platform Tour for the wider picture. Compare plans for client access and platform controls.
Connect the systems your team uses. Choose which accounts and tools each Agent can use. Start with the files and opportunities relevant to the engagement.
Understand the AI usage behind the work. Review usage by Workspace, Agent and model as you decide how to price your service.
Shared instructions
Give Agents the standards and context behind your method.
Knowledge
Keep approved reusable material available to the right Agents.
Tasks
Assign evidence requests, follow-ups and review work.
Channels
Keep people and Agents in the same working conversation.
Records
Link the client, engagement and findings to their history.
Model choice
Choose a model for each Agent as the work requires.
Company sign-in
Connect your organisation’s identity provider with WorkOS.
Client Workspaces
Give clients access to the service you choose to offer.
Business supports client access on Dollie Cloud. Your own brand, domain and provider accounts require Enterprise. External model providers process the content sent to them.
Explore app connectionsBegin with the Specialist Consultancy Starter Kit.
Begin with engagement context, assessment guidance and reusable procedures. Try the fictional example pack, then add your approved material and choose what connects.
Three focused Agents. An Engagement Lead coordinates the work. A Research Analyst checks evidence. A Delivery Analyst applies your framework.
Three Record types. Clients, Engagements and Findings keep evidence, interpretation and recommendations attached to the right work.
Your method and library. Keep your framework, review procedures and reference library together so the team can apply them across engagements.
Connections you choose. Google Drive, Google Sheets and HubSpot are recommended. Accounts connect only when you choose.
Give clients a space for the work you approve.
Share approved findings and progress in a client Workspace on Business or Enterprise. Keep methodology and internal partner review with your team. Enterprise adds your consultancy’s own platform and domain.
Illustrative example with fictional people and companies. Explore Dollie for agencies and legal practices.
The right access for each client.
Choose which Agents and engagement material clients can access. Keep internal methods in your consultancy Workspace.
Reviewed findings and progress.
Share the work your partners approve and give clients a clear place to follow the engagement.
Your team decides what opens.
You choose which engagements get a client Workspace and what belongs in it. The Engagement Lead stays internal.
Your brand and billing.
On your own platform, package an engagement as a service and take payment through your own Stripe account.
Questions before your first engagement.
Have an engagement in mind? Talk to us
Which engagement would you prepare first?
Start with the engagement you repeat most and the findings your partners most often send back. We’ll help you shape Dollie around your method, evidence and review process.
Use Dollie Cloud for your team, or choose Private Cloud or Self Hosted for a platform under your own name.