AI for consulting firms
Built for how
consulting firms actually work.
We map your workflows in the language your team uses, not in generic department labels.
Takes 15 min. No signup required.
Takes 2 min.
What eats the week
We ask about these first.
- Engagement scoping and proposal writing, custom every time
- Desktop research and synthesis repeated across similar engagements
- Deliverable formatting: charts, decks, brand alignment, version control
- Expense and time tracking across engagements
- Prior engagement learnings never get reused
- Weekly client updates and workstream tracking
Workflows we map
Three of them, already broken into steps.
Proposal and scoping
- 01
RFP or intro call
Capture client problem and scope boundaries.
- 02
Scope and pricing
Size the engagement and draft pricing options.
- 03
Proposal drafting
Assemble proposal with approach and case studies.
- 04
Partner review
Partner signs off and sends it.
Engagement delivery
- 01
Kickoff and workplan
Lock scope and workstreams with the client.
- 02
Research and analysis
Run primary and secondary research, build models.
- 03
Synthesis
Distill findings into recommendations and narratives.
- 04
Deliverable and readout
Produce final deck or report and present to client.
Client operations
- 01
Weekly status
Assemble progress update across workstreams.
- 02
Time and expense
Track billable hours and reimbursables per engagement.
- 03
Knowledge capture
Archive outputs and lessons into firm library.
Readiness quiz
Get a readiness score in 2 minutes.
Seven questions. You get a score out of 100 and one recommended next step.
2 / 7
Pick an option to continue.
Questions
What you're probably wondering.
Map it as it
runs today.
15 minutes. You end up with a diagram of every step, including the ones nobody documented.
Takes 15 min. No signup required.