CONSULTING AI Workflows
We automate the operational drag that slows down consulting firms — from deliverable formatting and research synthesis to CRM updates and engagement tracking.
Consulting overhead is eroding your day rate.
Your consultants are paid for strategic insight, but too much of their week is spent on formatting slides, updating trackers, and chasing information.
Decks and reports take forever to assemble
Consultants spend hours formatting slides, pulling data into templates, and ensuring brand consistency across deliverables instead of doing strategic work.
Past work is buried and impossible to find
Frameworks, research, and insights from previous engagements sit in scattered drives. Teams rebuild from scratch instead of leveraging existing intellectual capital.
Engagement status lives in people’s heads
Without automated tracking, partners lack real-time visibility into project progress, utilisation rates, and upcoming capacity gaps.
Workflows we build.
Automations designed to maximise the time your consultants spend on billable, high-impact advisory work.
Deliverable Assembly Engine
Auto-generates formatted slide decks, reports, and memos from structured data inputs and approved templates.
Knowledge Base Search & Retrieval
Indexes past engagements, frameworks, and research so consultants can surface relevant materials in seconds.
Engagement Health Dashboard
Pulls live data from project management and billing tools to show engagement status, budget burn, and team utilisation.
Client Communication Automation
Drafts status update emails, meeting summaries, and follow-up actions from meeting notes and project data.
"Our analysts were spending nearly half their time on formatting and searching for past work. The knowledge retrieval and deliverable automation tools have fundamentally changed how we operate. We are delivering faster and our margins have improved significantly."
45hrs/month
saved on deliverable assembly
22%
improvement in engagement margins
Explore related specialties.
Other professional services niches we serve. Find solutions tailored to your firm type.
Explore our services.
End-to-end AI workflow solutions designed for growing businesses.
AI Roadmap
Strategic audit. We map your SOPs and identify high-ROI automation opportunities.
AI Automator
Single workflow execution. We build, test, and deploy one specific complex process.
AI Accelerator
Ongoing partnership. We become your fractional AI engineering team.
READY TO AUTOMATE REAL WORK?
Roadmap-first. Outcome-owned. Built for live operations.