Leone Consulting Group
Workflow Integration
Overview
LEONE Consulting Group is a professional services firm rooted in tax-expertise, expanding its platform to integrate IT firms and HR consulting services. Their ambition: deliver a unified, end-to-end solution for clients by layering technology onto traditional service-models. But the internal operations such as onboarding, scope-setting, cross-service hand-offs, billing were manual, siloed and leaking time. Orchidea stepped in with a hybrid automation-governance design: automating the repeatable engagement steps (client intake, cross-service referral, contract generation, implementation hand-off) while keeping human oversight in the high-risk, high-value moments (scope approval, compliance check, final proposal review). The result: faster delivery, fewer service hand-offs, improved client satisfaction.
Client:
Leone Consulting Group
Year:
2025
Category:
Tax Consulting
/
Contract & Engagement Automation
Location:
United States
The Challenge
Multiple service lines (tax, IT, HR) meant multiple intake forms, triage workflows, hand-off points and bespoke contracts—leading to inconsistent client experiences.
New clients frequently experienced delays of 7–10 days from inquiry → scope approval → contract signature → project kick-off.
Cross-service opportunities (e.g., a tax client needing IT compliance or HR tech) were often lost because the referral process was informal and untracked.
Billing and revenue recognition were deferred or manual because internal teams lacked visibility into service-mix and hand-off timestamps.
The Solution
Orchidea designed a Hybrid Engagement Orchestration System for LEONE:
Automated intake & routing — A unified client-portal captured service-line, need-type, urgency; automation applied rules to route to tax/IT/HR specialists or initial triage.
Human-in-Loop scope & referral engine — Where a client’s need spans multiple service lines, the system flags referral opportunities and routes to a human lead for review/approval.
Contract & engagement automation — Once scope approved, the system auto-populated contracts based on service-mix, with human review step before signature.
Implementation hand-off workflow — The system synchronises tasks across tax/IT/HR teams, triggers status updates, and surfaces bottlenecks for human escalation.
Billing & revenue-visibility dashboard — The system tracked engagement start → deliverables → billing trigger, flagging delays pre-emptively and giving leadership real-time visibility.
This architecture kept humans in control of judgement, complexity and client-relationship touchpoints, while automating the repeatable plumbing of service delivery.
The Result
Within the first 90 days, LEONE transformed how clients engage, how services are delivered, and how revenue gets tracked, moving from disjoint to integrated.
