- nametext
- industrychoice
- ownerperson
- billing contactlink
Contacts link to the organization.
For consulting firms.
A consulting firm, run as an AI-native firm.
Northfield Advisory is an invented six-person firm that sells diagnostics, programs and retainers. The work is judgment, so the agents carry the research, drafts and status writing, and the partners keep the calls.
The client journey.
Eight steps, one record that carries them.
Northfield Advisory follows one client through the whole firm. Each step names the Vyre pieces behind it. Where a step sends something out, a person approves the exact words first.
- 01Inquiry comes in
A form, an email to a shared mailbox or a referral entered by hand starts a Flow. It finds or creates the organization and the contact, and creates an Opportunity.
- 02Research and scoping
The research agent reads the company’s public material and drafts a one-page brief. The partner reads it before the scoping call.
- 03Proposal
The proposal agent assembles the draft from the firm’s past work and price list. The reviewer checks scope and price against the rules in its AGENTS.md. The partner edits and approves.
- 04Statement of work signed
Documents fills the statement of work from the Opportunity and sends it for signature. The signed copy files on the engagement.
- 05Engagement from a Playbook
The signature starts the Playbook for the kind of work: diagnostic, program or retainer. Phases, tasks, owners and due offsets arrive together.
- 06Weekly status
Every Friday a schedule asks the status agent to read the week’s tasks and decisions for each engagement and draft the client update. The partner approves each one.
- 07Change requests
A new request is a record. The Flow asks the partner, updates scope and fee on a yes, and drafts the change note for the client.
- 08Final report and renewal
The last phase fills the report template, sends it for the client’s sign-off and opens the renewal Opportunity ninety days later.
Northfield Advisory is invented. Names, dates and amounts on this page are sample data.
Records.
The things Northfield Advisory tracks, as records you shape.
Each type has fields in named groups, links to other types, views and sealed values. Fields sit in named groups, and views are boards, calendars and dashboards. The partner’s dashboard of open Opportunities and live engagements is a saved view.
- clientlink
- offerchoice
- feemoney
- expected closedate
- stageLead to Won or Lost
Board by stage. A won Opportunity starts an engagement.
- clientlink
- offerchoice
- startdate
- enddate
- lead partnerperson
- feemoney
The offer field picks the Playbook.
- engagementlink
- summaryrich text
- fee changemoney
- decisionchoice
A yes updates the engagement.
Playbooks.
Each kind of work is its own track.
A Playbook lists stages, the tasks in each stage and who does each task: a person, a role or an agent. A Flow reads the field that names the track and starts the matching Playbook. The tracks run side by side over the same records.
- KickoffSend the data requestAnalystBook interviewsCoordinator
- InterviewsRun and note interviewsConsultantSummarize themesResearch agent
- FindingsDraft findingsDrafting agentReview against the evidenceReviewer agent
- ReadoutPartner readoutPartner
- PlanWorkplan and RACILead consultant
- RunWeekly status draftStatus agentSteering meetingPartner
- Hand overFinal reportDrafting agentClient sign-offPartner
- Monthly planAgree this month’s focusLead consultant
- DeliverTrack hours and outputCoordinator
- Month reportDraft the reportStatus agentApprovePartner
Flows.
Work that runs the same way every time.
A Flow is written once and approved by a person. A trigger starts it, steps do the work, and it stops wherever a person has to say yes. Each run has its own page with a step timeline. In the chains below, outlined is the trigger, tinted is an agent, dashed waits for a person and dark is held at the Gate.
Opportunity won
An Opportunity enters WonFill the statement of workSend for signatureWait for the signatureStart the offer’s PlaybookAssign the kickoff
The Flow reads the offer field and branches. In 0.5 the caller names the Playbook, so the Flow does.
Friday status
Every Friday, 3:00Find live engagementsStatus agent drafts each updatePartner reviewsClient email held
One run per engagement, each with its own page.
Change request
A change request is createdAsk the lead partnerUpdate scope and fee on yesDraft the change noteNote to client held
The Flow stops at the question until a person answers.
Agents with roles.
The drafting is done. The decisions are yours.
An agent has a job in one sentence, an AGENTS.md that says how to do it and a list of projects it works in. Anyone in the Space can share it with a person or a role as use-only or full. A reviewer is an agent whose instructions say what to check, with a standing duty on an event. It marks a task stuck with a plain reason when it cannot decide, and that task waits under Needs you.
Reads public material on a company and writes a one-page brief with sources.
- Works in
- The pipeline project
- May use it
- Partners.
- Does not
- Contact the company. It cannot send.
Assembles a proposal from past work and the price list.
- Works in
- Open Opportunities
- May use it
- Partners and the lead consultant.
- Does not
- Change a price outside the list. It asks.
Checks scope, price and claims against the firm’s rules before a partner sees a draft.
- Works in
- Pipeline and engagements
- May use it
- Partners.
- Does not
- Approve. It marks a task stuck with a plain reason.
Reads the week’s tasks and decisions and drafts the client update.
- Works in
- Live engagements
- May use it
- Lead consultants.
- Does not
- Email the client. The draft waits at the Gate.
NEEDS YOU
One place for everything that waits.
Approvals, questions and stuck tasks land in one list, on the Mac, the web app and the phone. An agent can ask and cannot approve. The person sees the exact words, approves or edits, and only then does the email, the signature request or the page go out.
ProposalProposal for Kestrel Logistics, diagnostic, fee 38,000. Reviewer found no issues.
OpenApproveHeld emailWeekly status to Kestrel Logistics. 190 words.
ApproveEditQuestionChange request: add two interviews, fee plus 4,500. Accept?
YesNoPaperwork, secrets and pages.
Your own documents, your own logins, your own page.
01
Documents and Signing
Statements of work, change notes and final reports are the firm’s own Word templates, filled from the engagement. The client signs without an account.
02
Vault
Client data-room logins and survey tools sit in the Vault. Agents use them for one job and never see them. Each consultant has a private vault.
03
Sites
An agent builds a page for each offer and the inquiry form from the firm’s records and brand. It previews at a private address and goes live on one yes.
Connect your stack.
Vyre can be extended by integrating your Zoho, QuickBooks, RingCentral and the rest of your software stack*
Northfield Advisory keeps its tools. Vyre reaches them through the same checks as everything else: the key lives in the Vault, every call is marked read, draft, change, send, spend or delete, and anything that leaves the Space waits at the Gate.
- ZohoConnectionA Connection and a Flow step today. An Integration is the Next step.
- QuickBooksConnectionA Connection and a Flow step today. An Integration is the Next step.
- XeroConnectionA Connection and a Flow step today. An Integration is the Next step.
- RingCentralConnectionA Connection and a Flow step today. An Integration is the Next step.
- Google WorkspaceTodayMail and calendar connect per member. Drive folders link as Files.
- Microsoft 365TodayMail, calendar and files connect per member.
- DropboxTodayFolders link as Files, read through each person’s own account.
- DocuSignConnectionVyre signs documents itself. A Connection reaches DocuSign if you keep using it.
*where the vendor provides an API
Today
A Connection plus a Flow step. A person adds a Connection: a declared host, how the key is sent and a list of operations, each marked by what it does. A Flow’s service step calls an operation, and a send waits at the Gate.
Or a custom module. A module is a folder with a module.json and an entry file. It registers tools, emits events and declares Flow steps under the same checks as the built-in modules. An agent can write one on your own server.
Coming in 0.5.2
Integrations, packaged. An Integration wraps an application’s API and ships its own Flow steps, triggers, Connection and agent tools. You install, verify, configure and remove it from one place. An agent can make one from an API.
Clio, Lawmatics, GoHighLevel and DecisionVault are the first planned. This is direction, not a date.
Your turn.
Ask your agent to map your business.
Paste this into Claude, Codex or any agent that can read the web. It interviews you, then draws your firm as a Vyre Space on paper. Nothing changes until you say so. The full prompt lives on the home page.
Copy this into Claude, Codex or any agent
Read https://vyre.run/llms-full.txt and https://vyre.run/docs/for-agents/MAP-YOUR-BUSINESS.md. I run a consulting firm. We use Zoho, QuickBooks, Xero, RingCentral, Google Workspace. Interview me about my people, what we track, the kinds of work we do, our paperwork and our software. Then show my business as a Vyre Space: members and roles, record types, a Playbook for each kind of work, Flows, agents with roles, documents and signing, a client page, the apps to connect, and what waits for my yes. Mark what Vyre does today and what is Next. Design on paper and change nothing until I say so.
Connects to
- ArchitectureThe layers, how a call is checked and how the Gate holds an outward act.
- FlowsTriggers, steps, waits, failure paths and how a run is replayed.
- Records and PlaybooksTypes, fields, stage sets, sealed values and views.
- Documents and signingFill your Word templates from a record and send them for signature.
- The GateWhy nothing leaves the Space until a person approves the exact words.
- DirectionWhat comes next, including Integrations in 0.5.2.
- For law firmsThe same journey for another kind of business.
- For accounting firmsThe same journey for another kind of business.
Give this to your AI agent
Ask your AI how your business would run on Vyre.
Read https://vyre.run/agenthome.md and follow it to show me how my business would run on Vyre, the agentic command center for AI-native teams. Ask me what you need.
Tailor it to your business →
Paste it into ChatGPT, Claude or any agent that can read links. It reads vyre.run/agenthome.md, asks you a few questions and maps your team, records and Flows.