Research & precedent search
Search prior work, templates, and methodology docs with cited snippets and strict access by engagement or practice.
Metric: research hours per project
For consulting & agencies
More billable focus, less reinventing the wheel.
For US-based consultancies and agencies where senior time is scarce, juniors repeat research, and client confidentiality rules out public AI tools.
Common pains
Where firms lose leverage.
- Associates can’t find the last deck, memo, or analysis on a similar engagement
- Proposals and SOWs pull partners away from client work
- Due diligence and research deadlines with too many pages to read
- Fear of pasting client material into consumer AI tools
We build decision support and draft acceleration—not autonomous advice. Partners and leads stay accountable; the system speeds research, structure, and reuse.
Project and client boundaries are enforced from day one. Answers cite firm documents, not hallucinated “precedent.”
What we build
High-impact use cases for consultancies.
Proposal & deliverable drafts
First drafts from your templates and winning examples. Partners edit; the system handles structure and repetition.
Metric: proposal cycle time
Project knowledge reuse
Onboard teams faster with summaries, issue lists, and searchable artifacts from past engagements (where policy allows).
Metric: time to first useful draft
Find your highest-leverage workflow first.
The AI Opportunity Audit identifies where AI saves senior time without adding reputational risk.
See the $5,000 audit →