Can AI draft proposals in our firm's style?

We can use your approved templates and examples to guide the structure and language of a proposal draft. The factual content still needs current evidence. Your reviewer checks the scope, exclusions, people, fees and commitments before issue. The test is whether the draft takes less total effort to prepare and approve, including corrections.

Can staff search our past work without reading every file?

A knowledge search can help staff find relevant passages across an approved document collection and open the original files. We first agree access, current versions and the information the search should exclude. We test questions with known answers and questions the library cannot answer, so unsupported answers are treated as a failure.

Is this suitable for a law firm?

We can discuss general document and administrative tasks for a law firm, such as organising approved templates or preparing routine correspondence for review. We do not provide legal advice. Your firm decides what material may be used, who may access it and what professional review is required before relying on any output.

Do our staff need to learn how to write complicated prompts?

Your staff need clear instructions and practice on their own tasks, rather than technical expertise. Our team training can cover giving the tool the right inputs, finding the source behind an answer and recognising when to stop. We include the reviewers, because checking the result is part of using it well.

AI for Professional Services Firms

AI for professional services firms: useful first tasks

AI can help prepare the documents and correspondence around professional advice. We start where the inputs already exist and an experienced person can check the output. For Australian consultancies and agencies, that could be a proposal or client update. For law firms, we discuss general document administration and agree confidentiality requirements first.

Proposals: turn a client brief into a response outline, find relevant approved project examples and draft the scope. Flag assumptions, missing inputs and differences from the brief for the person pricing the work.
Client correspondence: prepare a reply from an approved email thread and project record. Separate confirmed decisions from open questions, and leave dates, fees and commitments for the account owner to approve.
Knowledge search: help staff find past work by asking a plain-language question. Return the relevant source file and its date, so they can check whether the example still applies.
Project handovers: turn supplied notes and correspondence into a draft account of work completed, decisions made and actions outstanding. Show who recorded each decision rather than inferring agreement.
Reusable material: organise approved service descriptions, proposal sections and project summaries. Distinguish a reusable template from a client-specific statement that needs permission or fresh evidence.

Finding a previous answer is only the first step

A useful knowledge search shows where an answer came from and whether it belongs in the current job. We agree which libraries are approved, which versions are current and who can access them before setting up search.

An agency should not reuse a confidential client strategy in another pitch. A consultancy should not present an old capability statement as proof of current capacity. For a law firm, a previous document is material for an authorised professional to review, not legal advice produced by AI.

What your partners and account owners still decide

Your people retain responsibility for advice, scope, fees and client commitments. AI can prepare a draft and point to omissions. It cannot establish that a proposed service is suitable, accept an engagement or approve correspondence on your firm's behalf.

We keep a review step before a proposal or message goes out. When the sources disagree, the workflow should show the disagreement. A polished sentence must not turn a tentative discussion into a promise to the client.

How we choose and test the first workflow

We start by following one recurring job from the incoming request to the approved output. Bring a recent proposal or correspondence example, its source material and the person who normally reviews it. Our AI strategy review establishes the first task and its measures.

01
Review, about two weeksIn week one, we observe the work and record search, drafting and review time. In week two, we compare a better template, tools you already use and any need for custom work. You get a defined first workflow with sources, a reviewer and success criteria.
02
Set up and build, typically two to six weeksWe configure the chosen tool or build the missing steps, then test against completed work and known mistakes. Tests might include an outdated project example, an unapproved fee or a missing exclusion. We train your team and hand over the documentation.
03
Support, month to monthOngoing support can cover usage, corrections and changes to approved content. We report results each month and agree any next task with you. The fixed fee is agreed in writing before starting, with no lock-in contracts. You own everything we build.

How we protect confidential client material

We build in your systems, usually Microsoft 365 and SharePoint, with access limited to the approved files and users. Connecting a search tool should not make restricted client or matter files available to everyone. We review the intended access with your team before setup.

We use business-grade AI accounts that do not train on your data, offer a confidentiality agreement (NDA) and delete working copies at the end. We agree what information may be used and where it will be processed before starting. Tools and setup includes matching the tool to those boundaries.

AI for professional services firms, built around your work