For advisers
Different work. The same client.
Your clients sometimes need practical work that sits outside your specialisation or remit—but still needs doing.
You choose the relationship that suits your practice.
01
Introduce us
You introduce Occams directly. We agree the scope and price with your client, keep you informed and return anything within your professional remit to you.
You make the introduction; we manage the work and the client relationship. Any referral terms are agreed with you upfront.
02
Offer Occams through your practice
You retain the client relationship and offer our practical delivery as part of your own service. We agree the scope and a partner price with you; you set the price your client pays.
Your practice gains a wider capability—and sets its own commercial margin—without recruiting a new team. Occams remains visible as the delivery partner and carries its own professional indemnity cover for the work it undertakes.
You
- advise established small businesses;
- bring specialist expertise, whether your work is legal, financial, HR or ISO;
- can see when a firm is not keeping up with the way work is changing or is starting to struggle.
We
- provide practical operational help;
- help with IT and management, or simply provide extra hands on a project;
- know when specialist advice is required and are quick to call it in.
Together
- our work is complementary, not competing;
- anything in your remit comes back to you;
- as we get to know one another, we can introduce clients who need the other's help.