§ 0For consulting firms
Turn meeting notes and research into deliverables, not late nights.
Between the analysis that clients pay for sits a mountain of proposals, research synthesis, status reports, and first-draft decks. A supervised AI Team can prepare that scaffolding, so your consultants spend their hours on the thinking, not the formatting.
Practices we serve
- Strategy
- Operations
- Management
- HR & people
- IT & technology advisory
- Boutique & specialist
§ 1The hidden pain
Today, a person is the glue between every system.
The real work of your firm scatters across inboxes, files, and systems that never agree. Someone holds it together by hand, copying, chasing, and retyping, instead of doing the work you bill for.
- Proposals & SOWs
- Research synthesis
- Deliverable drafts
- Meeting notes
- Status reports
- Time tracking
§ 2The managed role
One supervised role, designed for your workflow.
Consultants spend their hours on analysis and recommendations, with the scaffolding already drafted and tracked.
Fig. 2 — The Agent Card · Engagement AssistantReports to: Engagement partner
ToolsEmail · Docs & decks · Research store
OutputsDraft proposal / SOW · Synthesized research brief · First-draft deliverable
Permissions
- Read engagement materials Allow
- Draft briefs & decks Draft
- Send status updates Gate · human
- Issue final deliverable Never
Edit rate10%
Review cadenceWeekly review
§ 3Where AI belongs
Safety draws the line.
- Drafting proposals and SOWs from past work and templates
- Synthesizing research and interviews into structured briefs
- Assembling first-draft decks and deliverables for review
- Turning meeting notes into tasks and client status updates
§ 3.1Where it does not
These stay human. The AI Team never crosses them, no matter how routine the request looks.
- The analysis and recommendations clients pay for
- Final, client-facing deliverables without partner review
- Speaking for the firm in client decisions
§ 4The outcome
Your people review complete work, instead of assembling it.
Consultants spend their hours on analysis and recommendations, with the scaffolding already drafted and tracked.
Before
A person stitches together proposals & sows, research synthesis, deliverable drafts, and chases the rest by hand.
After
The Engagement Assistant prepares it under permission and review. Your engagement partner approves, and the record is logged.
§ 5Other firms we work with
We start with your real work.
- 05.1 Law firms Intake, conflict checks, drafts, and deadlines, prepared for your attorneys to approve. See the workflow →
- 05.2 Engineering firms RFQs, field notes, and submittals, kept in sync while your engineers stay in control. See the workflow →
- 05.3 Architecture firms Proposals, consultant coordination, and permit packets, assembled so principals can design. See the workflow →
- 05.4 Accounting & CPA firms Document chasing, onboarding, and deadline tracking, handled before anyone reviews. See the workflow →
- 05.5 Investment & wealth advisors Meeting prep, follow-ups, and client comms, drafted and gated for compliance. See the workflow →
§ 6The first step
Start with one workflow
in your firm.
A three-week pilot sprint proves where an AI Team fits, safely, before you scale it.