Sectors · Consultancies
AI for consultancies: win and deliver with less admin
In a small consultancy the senior people write the proposals, run the meetings and chase the reports. I automate the admin around that work, without mixing one client's confidential material into another's.
The admin around billable work
- Proposals and statements of work rebuilt from the last similar one, with profiles and references tailored by hand.
- Meetings. Notes, actions and follow-up emails written up after every client call.
- Finding past work. "We did something like this two years ago. Where is it?"
- Status reports assembled weekly or monthly from timesheets, tasks and email.
- Leads and CRM. Enquiries followed up late, and a CRM nobody keeps current.
- Timesheets and invoicing at month end.
Workflows that suit a consultancy
- Proposal first drafts. Built from your own past proposals, service descriptions and pricing rules, for a partner to sharpen rather than start from blank.
- Meeting follow-up. Notes summarised, actions listed with owners, a follow-up email drafted and the CRM updated, for the consultant to approve.
- Knowledge assistant. Search past deliverables and methods in plain language, limited to material the firm is allowed to reuse.
- Status reports assembled from your project tools and timesheets, ready for a check before they go to the client.
- Lead handling. Enquiries qualified, follow-ups drafted and nudges sent before an opportunity goes cold.
Client NDAs and the nFADP
A consultancy's risk is less about one regulator and more about its contracts. Most client work comes with a confidentiality agreement, and some of it restricts reuse. So a knowledge assistant must only see material the firm is free to reuse, and client deliverables stay in the client's own space.
Where personal data is involved, the revised Federal Act on Data Protection applies directly to AI-supported processing. [FDPIC] An AI service working on that data is a processor, allowed by contract and once you have satisfied yourself it can guarantee data security. [Art. 9 FADP] One business service under contract, access by client team, and a person reviewing anything that reaches a client covers most of it.
From first call to a workflow your team runs
Discovery call
We talk through your firm, the bottlenecks, the tools you use and the people who will use whatever we build.
AI opportunity map
What can be automated, what should not be, the expected return and the quick wins, written down.
Build and test
The workflow or tool is built on your real processes and tested with your team's feedback.
Deploy and train
It goes live with your team, documented in plain English, with support while people adopt it.
For a consultancy, the audit usually starts with proposals and meeting follow-up, because the time saved goes straight back to senior people.
Most firms start with the AI Opportunity Audit (CHF 750 to 1,500, one to two weeks). A first automated workflow starts from CHF 1,500 and a custom tool from CHF 5,000. Every price is fixed before work starts. See pricing.
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Common questions
How can a small consultancy use AI without breaching client NDAs?
Keep client material in client-specific spaces, give any knowledge assistant access only to material the firm may reuse, use a business AI service under contract, and have a person review anything that goes to a client.
Can AI write our proposals?
It can produce a solid first draft from your own past proposals and pricing rules. A partner still decides the approach, the price and the final wording.
We already use ChatGPT informally. Where should we start?
Move it to one business account the firm controls, write a one-page rule on what may go in, then pick the first workflow worth automating properly. The audit does all three.
Who should we hire for this?
It depends on the job. I compare the options in AI agency, freelancer or Microsoft partner.
Want to know where AI could save your firm time?
Book a short call. We will identify the first two or three workflows worth automating. No deck, no jargon, no hard sell.
Book an AI opportunity call