AI for consulting firms that drafts proposals, research and decks from your own past engagements
We build AI agents that work inside your firm's delivery: a proposal drafted from the SOWs you have already won, interview notes turned into findings, and a utilization report waiting on Monday morning. A partner approves everything a client will see, and client files stay in your own cloud.
Jason, our COO, runs the call and scopes the first workflow with you.
- RFP receivedSupply chain diagnostic, regional distributor, 10 weeksDone
- Past engagements searched4 comparable SOWs and 2 project write-ups foundDone
- Scope draftedPhases, deliverables and assumptions in your SOW templateDone
- Staffing and fees draftedTeam shape and days from your rate cardDone
- Partner reviewDraft and its source list sent to the engagement partnerWaiting
- Saved to the proposal folderEvery section linked to the engagement it came fromAfter approval
What the agent can seeOnly the files this proposal needs. Everything else stays where it is.
- Past SOWs in this practice
- Visible
- Rate card
- Visible
- Staffing calendar
- Visible
- Client names in past work
- A. D••••
- Engagements under a confidentiality restriction
- Not retrieved
- Other practices' files
- Not retrieved
Illustrative run. Sources, templates and access rules are set per workflow during scoping. The agent never sends anything to a client.
Clients include
AI tools for consultants, built on your firm's own work
A general chat assistant has never read your past proposals, your rate card or last year's workshop notes. These six agents have, and each one hands its draft to the consultant or partner who already reviews that work.
Proposals and SOWs from past work
The agent finds the engagements most like the new request, drafts scope, phases, assumptions and fees in your template, and lists which past SOW each clause came from. Your partner edits a draft instead of a blank page.
How your scoping and pricing rules get written downResearch synthesis with citations
The agent gathers filings, market reports, earlier engagement material and expert call notes, and writes a synthesis where every claim points to the page it came from. A claim with no source gets flagged rather than written.
How the agent reads only the sources it may useInterview and workshop notes to findings
Transcripts and workshop boards go in; themes, quotes and disagreements come out, tagged by stakeholder group. Your team keeps the judgment on what the findings mean for the client.
What agents do well inside real systemsDeck first drafts in your firm's template
The agent turns approved findings into a storyline and slide drafts in your master template, with your house rules on charts, source lines and wording checked before a consultant opens the file.
How your house rules reach the agentAnswers from past engagements
A consultant asks who has run a pricing diagnostic for a wholesaler, or what the firm learned on the last post-merger integration, and gets the answer with the documents and people behind it, within the access that consultant already has.
Knowledge management when agents are the readersTimesheet and utilization reporting
The agent chases missing timesheets, reconciles hours against budgets and staffing plans, and sends practice leads a weekly note on utilization and engagements running over. The database computes every number, and the model writes only the commentary.
How agents connect to your systems and dataBillable utilization is below target across professional services
average billable utilization across 403 professional services firms, against the 75% SPI Research calls optimal
Source: SPI Research, 2025 Professional Services Maturity Benchmark, released 12 February 2025.SPI Research surveyed IT consulting, management consulting and four other professional services sectors. Each finding maps to an agent that takes on part of the work behind it.
Proposals, research and reporting are hours nobody bills
The proposal agent, the research agent and the reporting agent take the first draft of that work, so your consultants spend their hours reviewing and on client work.
73.4% of projects delivered on time
A weekly note on hours against budget tells a practice lead which engagement is running over while there is still time to act, instead of at month end.
Revenue growth slowed to 4.6%, down from 7.8% in 2023
The AI Audit ranks your candidate workflows by value, effort and risk, so the first build goes where the hours are.
Subcontractors made up 10.9% of revenue
When research and first drafts are bought in, the knowledge leaves with the subcontractor. An agent that drafts inside your firm keeps it in your files for the next engagement.
Source: SPI Research, 2025 Professional Services Maturity Benchmark (403 firms across IT consulting, management consulting, software and SaaS, accounting, marketing and advertising, and architecture and engineering).
Client confidentiality, built into every agent
Your clients' contracts say who may see their files. The agent follows the same rules your people do, and every run leaves a record of what it read and who approved the result. See enterprise AI governance
- SourcesDocument store, CRM, timesheetsRead through the interfaces they already expose
- Context layerApplies your access rulesEach draft sees only the engagements it is cleared for, client names masked
- AgentSelf-hosted n8nRuns the workflow and its rules in your cloud
- ApprovalPartner sign-offEvery client-facing draft, before it leaves the firm
run 3182 · proposal first draft · 6 past engagements cited · 2 restricted engagements skipped · client names masked · approved by engagement partner · saved to proposal folder
A model provider receives scoped, masked text only, under your own agreement with that provider, or is replaced by a model you host.
- An agent sending anything to a client
- Client files used to train models
- A restricted engagement's files in another client's draft
Your engagement walls, applied to the agent
A context layer gives each agent only the engagements, practices and fields its task needs, using the permissions your document store already holds. Restricted engagements are skipped, and the run log says so.
See the enterprise context layerEvery claim traced to its source
Drafts link each statement and figure to the document it came from. A verification step names any figure the model was not handed before a consultant opens the draft.
See AI governanceBuilt and logged in your environment
We deploy on self-hosted n8n in your cloud, behind your own sign-in. Every run is logged with the files it read, what it drafted and who approved it, so you can answer a client's question about their data.
Self-hosted n8n for the enterpriseHow an AI build runs inside a consulting firm
The same team carries your workflow from the first call to the system running in production, and every build is tested in staging before it goes live. See how we work
Jason, COOAI Audit, if you need one
Eight phases across strategy, operations, data and systems over 4 to 8 weeks, ending in a ranked 90-day roadmap. The fee is credited toward your first build.
- Jason, COO
Scope
One workflow, the systems it touches and what it will take, agreed before you commit. Owen joins the first calls until you are onboarded.
- The engagements and folders each agent may read
- The drafts that always go to a partner
- The timeline, before you sign
Maciej, CTOBuild
Built against your real files, in your environment, as production software from the first week.
- Staging first, on past engagements you clear for testing
- Your consultants use it on live proposals before go-live
- Self-hosted n8n in your cloud
- Jason, COO
Integrate
Into production behind your sign-in, your access rules and your monitoring, with your team trained on it.
- Inside the document store, CRM and timesheet system you run
- Separate test and production environments
- Your consultants trained on the system
- Maciej, CTO
Run and improve
Watched, fixed and extended in weekly sprints by the engineers who built it.
- Error alerts to the engineers who built it
- Weekly sprints that you direct
- The next workflow, scoped with you
Put your first workflow on the board
Answer a few questions about your team and what you want automated, then Jason scopes it with you on the call.
