Solutions

Consulting Practice

You deliver a Word document. The client files it and calls it the record. Three years later, if they need to demonstrate the evidentiary basis for that estimate, the Word document is what they have. TableOne Flow lets you deliver a Table 1 with the evidence attached to every criterion that relied on it.

The same process, every project

Consulting practices that run several concurrent Table 1 engagements usually run them differently — the process depends on who is leading the project and what template they prefer. Evidence ends up in a shared drive. The client gets a finished document and a folder of files. How those two things relate to each other is not obvious to anyone who wasn’t in the room.

One standard. Every client. Every project

Set the firm’s criterion structure once. The “if not, why not” prompts are consistent across every engagement. Each client project is a separate workspace; evidence attaches to the criterion it supports on that project. When the engagement is complete, the Table 1 and attached evidence export together as a single package the client can hold.

The Business tier gives the practice lead a portfolio view across all active engagements — which projects are in draft, which are in CP review, which have been exported. No chasing for status updates.

The internal reviewer gate

In Business, a named internal reviewer can check each project before it reaches the Competent Person. The reviewer works through the Table 1 criterion by criterion — flagging gaps, requesting evidence, or clearing sections — before the CP receives the review queue. A project cannot advance to CP review until the internal reviewer has cleared it.

This means the CP receives a complete draft, not a first pass. It removes the rework cycle where the CP returns a draft for structural fixes that a senior geologist should have caught. It also creates an internal QA record: who reviewed what, when, and what they flagged.

Contract and external CPs

Many consulting practices work with contract Competent Persons who are not on staff. Under the Business tier, a contract CP can be brought into a specific project without holding their own TableOne Flow account. They receive the project, conduct their criterion-by-criterion review, and their review is recorded against their identity. When the engagement ends, the project record — including the CP’s review record — stays in your system.

When a CP leaves

If a CP leaves your practice, every Table 1 they worked on — the criterion responses, the attached evidence, and the review record — remains in your system, attributed to them. The institutional knowledge of that project does not leave with the person. A successor CP or a client coming back three years later can see exactly what was reviewed, by whom, and on what basis.

Your client deliverable is not a Word document that lives on someone’s laptop. It is a structured export tied to a complete project record that your firm holds.

Tiers for consulting practices

Business — multiple concurrent client projects, practice-level admin, multi-user workspaces, and the internal-reviewer role. Right for practices managing several concurrent client projects with more than one CP. See what’s included in Business.

Enterprise — for practices where client data must remain on your own infrastructure. Self-hosted deployment, scoped IT onboarding, and bespoke procurement terms. See Enterprise or contact us directly.

Getting started

Register interest — tell us how many active client engagements you run at once and whether you have data residency requirements. We’ll write back directly.