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An idea in development

Grow the firm.
Keep what makes it good.

Independent building envelope firms are having a moment. Clients and good people are moving back to smaller practices where the principal still answers the phone. CopelandContinuity is our effort to help those firms take on more work, add people, and put technology to real use, without turning into the kind of firm their clients left.

Where this stands: early. We have a high-functioning firm and working tools. We're talking with a small number of independent envelope consultants to find out what's worth building, and what isn't, before we build it.
What we keep hearing

The technical work is rarely the problem.

In conversations with envelope consultants who run their own practice, or are thinking about it, the same few things come up.

At capacity, and careful about growing

Work is outrunning the team. Hiring is slow and risky, and nobody wants to grow just to grow. The goal is to serve the clients you have well.

Everything around the work

Proposals, contracts, invoicing, report production, IT, the website. A large firm has a back office for this. A small one has the principal at night.

Finding the next project

Work comes in waves, and few small firms have time to build a steady pipeline while delivering the work in hand.

AI that's real but scattered

Most firms are experimenting. Few have turned it into how reports, reviews, and proposals actually get done, because that takes building and maintaining the systems.

What exists today

We built these to run our own firm.

CopelandBEC is a multi-office building envelope consultancy. Over the past few years we've built most of our operating systems ourselves, and we use them every day on real projects.

All of this is in daily use at CopelandBEC.

What we're exploring

The pieces we think could help.

Here's our current thinking on what CopelandContinuity could offer an independent firm.

Software and AI tools

Access to the tools above, or help building your own. Off-the-shelf software is giving way to tools built around each firm's work, and the more useful offer may be the know-how to build and run them.

Operations playbook

How to run an envelope practice, written down: onboarding, proposals, field protocols, QA/QC, invoicing, plus a technical library to work from.

A vetted tool stack

What we use for accounting, project management, field work, and AI, why we chose it, and how we set it up, so you don't have to evaluate everything yourself.

A network of firms

Independent firms helping each other: overflow work when someone is at capacity, specialists and equipment to borrow, shared back-office help, and project leads passed along.

Coaching and a peer group

Other principals to think out loud with about hiring, pricing, growth, and when to say no.

Your brand, or ours

We're exploring options to support independently-branded firms as well as a Copeland-branded route.

Who we'd like to talk to

Independent envelope consultants who want to grow on purpose.

Principals of small building envelope design, forensic, or BECx firms who are busy and thinking about what's next. Also senior consultants at larger firms who have wondered what it would take to run their own practice.

I started building these tools to run my own firm. Along the way I kept talking with people in our industry who were great at the work and stretched thin by everything around it. I've come to think small, well-run firms are better for clients and for the people doing the work, and that the right shared infrastructure could let more of them thrive.

I don't know yet exactly what shape this should take. A conversation with me isn't a pitch. I'd like to hear how you run your practice and where it's hard, show you what we've built, and get your honest take.

Matt Copeland, PE, RRC CopelandBEC

Sound interesting?

Tell us a little about your practice and we'll find a time to talk.

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