Every mandate the firm signs is scoped against one of three shapes. Fixed Fee Advisory for defined deliverables. Contingency or Gainshare for verified-savings work against a documented baseline. Annual Retainer for buyers carrying continuous exposure across multiple publishers. The shape is matched to the buyer's risk and timing. It is never matched to the firm's revenue preference.
Every engagement opens with a named senior advisor signature, a two-signature countersignature discipline, and a written scope. The fee structure follows the scope. It does not lead it.
The firm carries three engagement shapes because the buyer's exposure to a software publisher arrives in three shapes. An audit notification is bounded and time-pressured. A renewal anchor is bounded but distant. Continuous exposure across multiple publishers is not bounded at all. The shape of the engagement is the shape of the risk that the buyer is asking the firm to hold.
Every mandate opens with a written scope letter, a named senior advisor, and a two-signature countersignature discipline. The scope letter sets the engagement deliverables, the named advisor on the file, the second-partner countersigner, the retention period for every position paper, and the fee structure under one of the three shapes above. The scope is signed by the buyer, by the named advisor, and by the second partner. The same three signatures appear on every transmitted position during the engagement.
The shape is matched to the buyer's risk and timing during the opening conversation. Fixed Fee Advisory is used where the deliverable is bounded and the timeline is short. Contingency or Gainshare is used where the buyer wants the fee tied to verified savings against a documented baseline. Annual Retainer is used where the buyer carries continuous exposure across multiple publishers and prefers a standing advisory function with all-year, all-vendor access. The firm does not push a shape against the buyer's preference. The firm declines to scope an engagement at the wrong shape.
Every shape is buyer-side at every line of the scope letter. Every shape is led by a named senior advisor who signs every position transmitted on the engagement. Every shape uses the two-signature countersignature discipline. Every shape closes with a written baseline reset and five-year retention of every position paper. The shape changes the fee mechanics. The shape does not change the firm's working method.
Every engagement begins with a single conversation. A senior advisor sets the shape against the buyer's risk and timing inside the first call. The scope letter follows. There is no proposal cycle behind the conversation.