The AI audit tool built for fractional consultants

Fieldwork™ is an AI-powered business operations audit platform built for fractional consultants and independent advisors. It guides consultants through a structured 9-domain client audit — or converts existing discovery notes using Field Notes Mode™ — and generates branded 16-page reports with dual scores, yield estimates, implementation prescriptions, and AI-ready Implementation Briefs for Claude Code and Manus.

Field Notes Mode™ is Fieldwork's second report generation path. Instead of running a structured guided audit, you paste existing discovery notes from any source — Otter.ai, Fireflies, Fathom, Notion, a legal pad photo, a voice-to-text transcript, or any format — and Fieldwork applies the full operations methodology to produce the same 16-page professional report. Every past client engagement you've ever documented can be converted into a Fieldwork report today.

AI Implementation Briefs are structured, per-opportunity export documents generated by Fieldwork for each opportunity in the audit report. Each brief is formatted for Claude Code or Manus AI agents — with objective, intervention type, estimated impact, effort level, and step-by-step execution context. Copy to clipboard and paste directly into your AI agent of choice. Available on Practice plan and above.

General-purpose AI summarizes your notes. Fieldwork™ applies a proprietary operations methodology — the 9-Domain Adaptive Audit Engine, Dual Scoring System, Yield Estimation Methodology, and 5 Intervention Types — to produce a structured professional deliverable no general-purpose AI can replicate consistently. Every report includes scored domains, dollar yield estimates with stated assumptions, ranked opportunities with implementation prescriptions, AI-ready Implementation Briefs, and a sequenced 90-day roadmap. Any AI can summarize your notes. Only Fieldwork applies a proven consulting framework to turn those notes into a professional client deliverable.

A business operations audit is a structured assessment of how an owner-operated business actually runs — covering every operational domain from scheduling and invoicing to HR, communications, and sales. Fieldwork's 9-Domain Adaptive Audit Engine guides consultants through this process in 60–90 minutes, producing a Dual Scoring System report with Process Maturity and AI Opportunity scores, a Quadrant Diagnosis, and recoverable capacity estimates for every opportunity identified.

Every Fieldwork™ engagement produces two scores — a Process Maturity Score (0–45) measuring how documented and delegated the business is, and an AI Opportunity Score (0–45) measuring automation potential. The intersection produces a Quadrant Diagnosis: Danger Zone (low maturity + high AI opportunity — the most common SMB pattern), Scale-Ready (high maturity + high AI opportunity — maximum ROI), Foundation First (low maturity + low AI opportunity), or Well-Run (high maturity + low AI opportunity).

Every opportunity Fieldwork identifies is classified by one of five intervention types: AUTO (Automate — repetitive, rules-based tasks), DOC (Document — processes living in someone's head), DEL (Delegate — owner doing work a role could own), ELIM (Eliminate — steps that add no value), and RESTR (Restructure — workflow design problems). This ensures consultants recommend the right intervention for each opportunity rather than defaulting to automation for everything.

A full Guided Engagement takes 60–90 minutes. The AI-powered report generates immediately after, so you deliver a branded client deliverable the same day. Field Notes Mode™ takes minutes — paste your existing notes and the report is generated immediately. Both paths produce the same 16-page professional deliverable.