The roadmap
Leonard arrives in three parts.
Leonard is a platform that will hold several apps. Three come first — in this order.
Collinson Grant’s own AI — one secure platform, built on fifty years of the firm’s knowledge and experience. And we’re building it together.
Leonard is one secure platform that brings together what the firm knows, the work it does and the way it thinks — with AI built in.
Think of Leonard as the firm’s most experienced colleague: it has read every assignment from the last fifty years, remembers every client, and is always ready to help. Just ask, and the work begins.
Built around the way Collinson Grant actually works — not generic software forced to fit.
Built on the firm’s own assignments, templates and experience — so every answer reflects how Collinson Grant thinks, and shows where it came from.
A closed, private environment. Financial and client data never leaves the firm. Single sign-on, fully encrypted.
Your feedback decides what gets built next.
Leonard is a platform that will hold several apps. Three come first — in this order.
A single, secure home for the firm’s knowledge and AI. Fifty years of assignments, clients and experience — searchable in seconds, with a clear view for leadership.
Your personal AI workspace, built on top of the Hub — chat, research, analysis, drafting and meeting prep, all grounded in what the firm knows. Leonard does the legwork, so your time goes to the thinking.
The internal systems you use today — Consultant Diary, Job Control, Invoicing, Events, Nomad, Assessments — rebuilt inside Leonard, one by one, talking to each other and to the AI.
Leonard only works if it reflects how Collinson Grant really operates. Here’s how the team shapes it:
Workshops capture how the firm really works, so Leonard fits around it.
Look at early designs and tell us what’s right — and what’s missing — before anything is built.
Join the early tests and pilots; use Leonard on real work and tell us where it helps.
Regular demos where you see progress and help set what comes next.
The firm’s fifty years of experience is what makes Leonard valuable — the more we share, the sharper it gets.
Watch this space — and when your team is invited to a workshop, a design review or a pilot, take part. That’s how Leonard gets better.
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