Research and deliverables,
taken care of.
Our agentic systems gather the material behind each engagement, prepare the documents and track progress in the background. They come back to your consultants when their judgment is needed.

Work taken care of
for consulting firms
Illustrative example
An international consulting firm speeds up manual research and proposal writing
65%
time saved
Key benefits
The engagement keeps moving between check-ins
- 1
Proposals start with the material already gathered
The system mines your past engagements, market analyses and competitive studies for what serves the proposal in front of you, then lays it out in your templates. Your partners open a draft instead of a blank page.
- 2
Deliverables start from a documented first draft
Working notes, data and background come together as slides, reports or memos in the firm's format. The reasoning, the shape of the recommendation and the editorial calls stay with the engagement team.
- 3
Expert interviews stop evaporating
The system transcribes and summarizes the interviews from one workstream, reads them against each other, then surfaces where they agree and where they conflict. Your consultants keep the interpretation and decide what counts as evidence.
- 4
The repeatable analysis gets done
Market sizing, benchmarking, survey tabulation: the computation and the formatting run in the background and come back sourced. Framing the question and reading the results stay a human decision.
- 5
Staffing draws on what your teams have already done
Profiles, resumes and engagement histories are matched against upcoming projects to propose staffing with a rationale. Who goes on which engagement is still your partners' call.
- 6
Kickoffs come prepared
Interview guides, launch decks and starting hypotheses are built from your proven templates and the client's context. The team walks into the problem instead of the paperwork.
Custom integrations
The system works where your engagement material already lives: document repositories, CRM and market databases, from SharePoint to CapIQ to Salesforce.
See all integrationsMicrosoft Teams
Microsoft SharePoint
HubSpot
Salesforce
Slack
Excel
PowerPoint
Outlook
Box
CapIQ (S&P)
Google Drive
PitchBook
No training on your client data.
Enterprise-grade security and support.
- No training on your data
- Domain verification, SAML, SSO and SCIM
- SOC 2 Type II-certified infrastructure
- ISO 27001-certified hosting
- GDPR compliant
- Data encrypted at rest (AES 256) and in transit (TLS 1.2+)
- Knowledge verification settings
- User feedback on every answer
- Usage and adoption analytics
- Ready-made connectors for your apps
- A dedicated success team, priority support and an SLA
- AI strategy advice and hands-on integration support
- Onboarding built for your team, change management included