Spend less time on admin, more time on client work
AI workflows for consulting firms, agencies, and service businesses. Proposal generation, client reporting, intake routing, and knowledge management.
Senior staff spend hours drafting proposals that follow the same structure every time with minor variations.
Monthly or quarterly client reports require pulling data from multiple systems and formatting it into decks or PDFs.
New inquiries come through email, web forms, and referrals with no standard process for qualification and routing.
Past project learnings, client preferences, and process documentation live in inboxes, not a searchable system.
AI generates first drafts of proposals and SOWs from intake data, past projects, and standard templates. Partners review and refine.
Automated data pulls from project management and time tracking tools, compiled into branded report templates on a schedule.
New inquiries are classified by service type, urgency, and fit, then routed to the right partner or team lead.
Meeting transcripts are summarized with action items extracted and posted to the project channel with assignees tagged.
Project close-out docs, lessons learned, and process updates are automatically indexed and searchable via internal AI agent.
Tell us about your team and where it hurts. We will scope a pilot and tell you exactly what 90 days looks like.
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