Firm knowledge RAG
Search past proposals, SOWs, and deliverables with matter-level isolation.
Industry · Professional services
AI for client delivery
We build AI for consultancies, agencies, and professional services firms — proposal drafting, client intake, firm knowledge bases, and citation-grounded copilots that accelerate delivery without sacrificing quality or confidentiality.
60%Faster proposals
4×KB retrieval
100%Cited
3–4 wkPilot start
Industry context
AI that knows your firm
Professional services run on institutional knowledge, repeatable frameworks, and fast turnaround. We deploy RAG over past engagements, templates, and policies — with access controls and citation binding so associates start from firm quality, not blank pages.
Proposal acceleration
First drafts from briefs, scope libraries, and pricing frameworks for partner review.
Intake automation
NLU triage, conflict checks, and routing to the right practice lead.
Confidential by design
Tenant isolation, RBAC, audit logs, and VPC deployment options.
Use cases
Where pro services AI delivers
Use cases for consultancies, agencies, and advisory firms.
Proposal & SOW Drafting
Generate scoped proposals from client briefs using firm templates, rate cards, and past winning engagements.
- Template libraries
- Partner review
- CRM export
Firm Knowledge Base
Query methodologies, case studies, and deliverables with citation-bound answers over privileged corpora.
- Matter isolation
- Hybrid retrieval
- Access controls
Client Intake
Automate intake forms, qualify opportunities, and route to partners with SLA tracking.
- NLU triage
- Conflict checks
- Salesforce sync
Research Assistants
Summarize industry reports, competitive landscapes, and client materials for engagement teams.
- Source binding
- Export to slides
- Version control
Delivery Copilots
Meeting prep, status updates, and deliverable outlines grounded in project context.
- Tool use
- Human review
- Audit trails
Contract Review
Compare MSAs and SOWs against firm playbooks with clause extraction and risk flags.
- Redline assist
- Playbook match
- Word export
Proof of work
Pro services delivery
Document and knowledge AI with measurable review and drafting speed.
LLM Contract Analysis
Clause extraction, risk scoring, and comparison for high-volume contract review.
87.5%Faster review
$480KAnnual savings
RAG Knowledge System
Regulatory and policy retrieval with citation-grounded answers and audit-ready outputs.
78%Faster review
$900KAnnual savings
Multi-Agent Workflow
Agent orchestration for research, summarization, and pipeline automation.
47%More throughput
3.2xTeam productivity
How we help
Related services
Production AI capabilities we bring to every industry engagement.
01Can firm AI keep client data confidential?
Yes — VPC and on-prem options with strict RBAC, audit logging, and matter-level data isolation so engagements never cross-contaminate.
02How do you prevent hallucinations in proposals?
Citation-grounded RAG, template constraints, confidence thresholds, and mandatory partner review before client delivery.
03Which systems do you integrate with?
Salesforce, HubSpot, Microsoft 365, Google Workspace, SharePoint, and custom CRM/PSA tools via API.
04How fast can we pilot?
Most firms start with one proposal type or knowledge base in 3–4 weeks, expanding after partner validation.
Next step
Ready to accelerate your firm?
Tell us about your practice areas — we'll design knowledge RAG and proposal AI with proper confidentiality controls.