Our engagements are under NDA — can client material go anywhere near an AI system?

Everything runs on EU-hosted infrastructure under a data processing agreement, and your documents are never used to train models. Access controls follow your engagement teams, so material from one client is invisible to agents working another — the same information barriers you already enforce. GDPR alignment is the baseline, not an add-on.

We run Kantata and Salesforce with years of custom fields in both. Do we have to migrate anything?

No. We build against the APIs of the systems you already run and respect your existing field structures and workflows. Where the configuration is messy, we work with the mess rather than demanding a clean-up project first.

Can it write the actual advice in our deliverables?

No, and we would not build that. The judgement in a recommendation, the QA of a client deliverable and pricing decisions belong to partners; automating them puts your name on the cover at risk. We automate the assembly, retrieval and chasing around that judgement, and everything client-facing carries human sign-off.

Where do firms like ours usually start?

With one bounded workflow that leaks fee-earner hours: proposal assembly from your credentials library, or timesheet and WIP chasing. Both touch systems you already have and are small enough to evaluate honestly before you commit to more.

Consulting automation solutions

We automate the operational drag of running a professional services firm: proposal assembly, timesheet chasing, utilisation and WIP reporting, CRM hygiene and knowledge retrieval. Our agents sit across your PSA, CRM and document store, so fee-earners spend chargeable hours on client work rather than internal admin. Anything client-facing goes through partner review before it moves.

Use cases

Drafts first-pass RFP responses from your credentials library, past proposals and CV bank, flagged for partner review
Chases missing timesheets before month-end close and reconciles hours against engagement codes in your PSA
Builds the weekly utilisation and bench report from your PSA, flagging under-booked consultants to resourcing
Runs conflict checks and opens engagement codes the day a signed SOW lands in the CRM
Turns call notes and delivery milestones into CRM updates, so pipeline reviews stop running on memory
Watches WIP and debtor days, drafts fee notes and chases overdue invoices under partner sign-off
Surfaces relevant past decks, models and lessons learned from SharePoint when a new engagement is scoped
Extracts rates, scope and payment terms from signed engagement letters straight into your billing system

Common workflow problems

Every proposal starts from a blank page because last year's winning deck is buried in a leaver's inbox.
Timesheets arrive late and miscoded, so month-end WIP and realisation figures are fiction until finance reconciles them.
Utilisation reporting lags the week it describes; some consultants sit on the bench while others burn out.
The CRM stays empty because fee-earners will not type into it, so pipeline reviews run on anecdote.
Fee notes go out weeks after the work ships, lockup creeps, and the debtor chase falls to whoever remembers.

How we help

We connect your PSA, CRM and document store, so one agent sees pipeline, staffing and delivery together.
Proposal and credentials drafting is grounded solely in documents your firm has actually produced, with sources cited.
Timesheet, WIP and pipeline nudges arrive in Teams or Slack, where consultants already work — no new portal.
Anything client-facing — proposals, fee notes, status reports — routes to the engagement lead for sign-off before it leaves.
Engagement-level access controls mirror your information barriers, and everything runs on EU-hosted infrastructure.

Systems we work with in this sector

We build around Kantata, Certinia, Deltek Maconomy or BigTime on the PSA side, Salesforce, HubSpot or Dynamics 365 for pipeline, Xero or NetSuite for finance, and SharePoint for documents.

Frequently asked questions

Our engagements are under NDA — can client material go anywhere near an AI system?: Everything runs on EU-hosted infrastructure under a data processing agreement, and your documents are never used to train models. Access controls follow your engagement teams, so material from one client is invisible to agents working another — the same information barriers you already enforce. GDPR alignment is the baseline, not an add-on.
We run Kantata and Salesforce with years of custom fields in both. Do we have to migrate anything?: No. We build against the APIs of the systems you already run and respect your existing field structures and workflows. Where the configuration is messy, we work with the mess rather than demanding a clean-up project first.
Can it write the actual advice in our deliverables?: No, and we would not build that. The judgement in a recommendation, the QA of a client deliverable and pricing decisions belong to partners; automating them puts your name on the cover at risk. We automate the assembly, retrieval and chasing around that judgement, and everything client-facing carries human sign-off.
Where do firms like ours usually start?: With one bounded workflow that leaks fee-earner hours: proposal assembly from your credentials library, or timesheet and WIP chasing. Both touch systems you already have and are small enough to evaluate honestly before you commit to more.

Relevant ways we support this sector

Automation Consultancy — Clear advice before you commit budget, time, or internal change effort.
Business Automation Solutions — Practical automation built around the way your business already works.
Software Development — Any software, any tool, any commercial format — built to own, white-labelled under your brand, or run as your product.

Discuss this industry: [email protected]