Consulting & Advisory
AI business systems for consulting and advisory firms.
Reuse what the firm already knows, turn meetings into structured work, and keep proposals, reporting, and follow-up moving without borrowing delivery hours.
From conversation to deliverable
Consulting firms rarely lack knowledge. They lack a way to get at it quickly while everyone is billing.
Where the work gets stuck.
Proposals get rebuilt from scratch
A similar proposal exists. Finding it takes longer than writing a new one badly.
Research is scattered and manual
Synthesis happens in a document that only one person understands, then disappears at project end.
Meetings do not become actions
Client conversations produce commitments that never get structured into tracked work.
Client reporting is assembled by hand
Status updates are rebuilt every cycle from project tools, notes, and memory.
Delivery knowledge is trapped
The best thinking the firm ever produced is sitting in a folder named after a closed project.
Business development is inconsistent
Follow-up and case studies happen when there is time, which means when there is no pipeline pressure.
AI business systems we can build here.
Built around the way your teams already deliver, so the system is useful during a project rather than after it.
Proposal & Scope System
Drafts scope, approach, and proposal material from prior engagements and the details of the current opportunity.
Proposals go out while the conversation is still warm.
Research & Briefing System
Pulls and synthesizes research across sources into a structured briefing, with the sources attached.
Consultants spend time on interpretation.
Meeting & Commitment System
Turns client and internal meetings into summaries, decisions, and commitments with owners and dates.
Every meeting ends with work already structured.
Project Status & Client Reporting
Assembles project status, progress, and risks into client-ready reporting on a consistent rhythm.
Reporting stops eating a partner's Sunday.
Knowledge & Prior Project Search
Makes past projects, frameworks, and deliverables searchable in plain language across the firm.
The firm stops paying twice for the same thinking.
Business Development Follow-up
Keeps relationship follow-up moving with drafted, context-aware outreach and reminders that do not rely on capacity.
Pipeline work continues during delivery crunch.
Case Study & Content System
Turns completed work into case study and content drafts, with client-sensitive detail flagged for review.
Delivered work becomes credibility you can use.
Billing & Admin Support
Prepares time detail, billing narratives, and recurring administrative work for review.
Admin stops competing with delivery.
Where we would start
Three places we would start in a consulting firm.
Knowledge retrieval
A practical way to make existing firm knowledge useful across teams from day one.
Proposal drafting
Directly connected to revenue and almost always slower than it needs to be.
Meeting to commitment
Structured follow-up out of every conversation improves delivery and business development at the same time.
How we work.
Friction Audit
A short conversation about the manual work, broken handoffs, and repetitive coordination slowing the business down.
Custom system build
We build around the tools and information you already use, starting with one workflow worth fixing.
Adoption and results
We train the people who touch the workflow, watch it run in real conditions, and keep improving it.
Let the firm reuse what it already knows.
Start with a Friction Audit and we will map where proposals, research, and reporting are consuming billable capacity.