Proposals, market research, meeting minutes: as a consultant you sell time, yet too much of it flows into administrative work. We automate so you get more billable hours.
Six time drains every mid-market consultancy knows.
Every request is answered individually. Pulling references, assembling service modules, drafting a project plan, calculating prices, one to two consultant days per proposal.
Secondary research is necessary but expensive in consultant time. Reviewing sources, aggregating figures, positioning competitors, and not missing an important study along the way.
Thirty minutes of typing after every client meeting: outcomes, decisions, action items. With four meetings a day, that is two hours you cannot bill.
50-page reports, studies, due diligence packages. The senior asks: “What does it say?”, and the associate reads for two days.
Data sheets and workshop results turn into slides. The first skeleton version often eats up a full day before the actual content work even begins.
Contact history, meeting notes, opportunity status, rarely kept clean in day-to-day work. Two weeks later the very information you need for the next follow-up is missing.
From a client request plus your firm history, past projects, references and service modules, a proposal draft is created with scope, approach, team and price range.
The AI searches defined sources (industry studies, news portals, annual reports) and structures the result by market size, growth, competition and trends, with source citations.
From the Teams/Zoom transcript come minutes, decisions and action items, assigned to people and deadlines. Filed directly in the CRM or project tool.
Documents from SharePoint or Drive are summarized: executive summary, key statements, quotes with source. Large volumes of text become accessible instead of merely stored.
From Excel analyses, workshop results or interview notes come PowerPoint skeletons, titles, core message, line of argument. The consultant refines, but does not start from scratch.
Follow-up emails, status updates, meeting requests, pre-drafted with context from the CRM and project file. You read, adjust, send.
From emails, meetings and LinkedIn signals, the contact in the CRM is enriched: role, decision-making level, conversation history, deal status. No more shadow database in Excel.
A mid-market strategy consultancy focused on industrials and TMT. Before the project: preparing a proposal took 1.5 consultant days on average, senior scoping plus associate elaboration. Thirty minutes were lost to minutes after every meeting; on tightly packed project days that added up to several hours of admin work.
After the rollout: the AI produces a proposal draft in roughly one hour from CRM context, firm history and the request. Meeting minutes are generated automatically from Teams transcripts, including action items straight into the project tool. The partners see it: more time for client work, more proposals per quarter, higher conversion through faster response.
Integration into your existing systems, not as yet another tool alongside them.
We sell nothing we have not built ourselves: our own AI apps in the App Store, a voice agent and a fully automated customer acquisition engine that we run daily in-house.
See all projects & referencesWe analyze your proposal, project and CRM processes together with partners and consultants. A concrete list: what is worth it, what comes first, measured in billable hours.
We build the solution to fit Microsoft 365, your CRM and your project tools. A pilot in weeks, not months.
After go-live we stay on board. Monitoring, adjustments, training for your team.
Two days on site with partners and consultants. A clear list of the biggest levers.
One concrete use case (e.g. proposal generator) live in 4-6 weeks.
Connection to Microsoft 365, CRM and project tools, no parallel worlds.
Roll out further use cases from your priority list.
By the end you will know whether AI automation pays off for your consultancy, and if so, where the best entry point lies.
We will be in touch within 24 hours.