For professional & consulting firms
Automate the research, decks, and proposals that eat billable hours.
Your team's edge is judgment, not formatting slides at midnight. We automate the research pulls, first-draft decks, and proposal assembly so consultants spend their hours on the thinking clients actually pay for. Your knowledge and client files stay in your environment.
Capabilities
What runs in the background.
Research and first drafts that arrive ready to refine
Engagements stall in the blank-page phase. We pull market data, prior work, and source material into a structured first draft — memo, deck, or model — so your team starts from 70%, not zero.
- —Research briefs assembled from sources you trust
- —First-draft decks built to your template
- —Every claim linked back to its source
Proposals and SOWs assembled from your best work
Every proposal rebuilt from scratch is a slow yes. We turn your winning decks, scopes, and pricing into a system that drafts a tailored proposal from a short brief — so you respond while the lead is still warm.
- —Tailored proposals drafted from a short intake
- —Pricing and scope pulled from past engagements
- —Consistent branding without manual formatting
Firm knowledge that answers instead of sitting in folders
Your best thinking is buried across drives and inboxes. We build a private knowledge base over your own documents, so anyone can ask a question and get a sourced answer — without a partner re-explaining the same framework.
- —Ask your own playbooks and past work in plain language
- —Answers cite the document they came from
- —Onboarding new hires without shadowing partners
Want a workflow audit for your firm?
30 minutes. We map where research, decks, and proposals eat your billable hours, and show what's worth automating first.
- →Deliverable audit — where decks and memos stall before they ship.
- →Proposal scan — how long a tailored proposal really takes to go out.
- →Knowledge review — what your team re-creates that already exists.
FAQ
Common questions.
Will this replace our consultants' judgment?+
No. It removes the assembly work — research pulls, formatting, first drafts. The analysis, recommendations, and client calls stay with your people.
Is our client and firm data kept private?+
Yes. Everything runs in your environment with access controls. Your documents are used to help your team, never to train models you don't control.
Does it work with our templates and tools?+
Yes. We build around your slide templates, document formats, and the tools you already use, so output looks like your firm — not a generic export.
Let's map your operation.
A 30-minute audit of where your time leaks — and what's worth automating first.