Professional services
Ten years of project knowledge lives in one senior partner's head.
Consultancies, accountancies, and professional services firms accumulate enormous institutional knowledge across thousands of engagements. But that knowledge is trapped in SharePoint, email threads, and the memories of long-serving staff. We build production AI with a governed knowledge base, practice-area enablement, and adoption programmes that turn institutional memory into a searchable, shareable asset you own.
Where it breaks down
The problems we solve.
Consultants use AI for generic tasks, not firm knowledge
Your team uses AI to summarise meeting notes and draft emails. Nobody has structured your past deliverables into a governed knowledge base, built retrieval for proposal writing or research synthesis, or enabled practice areas on their specific high-value use cases. AI is a general assistant when it could be a firm-wide knowledge engine.
Multi-client confidentiality complicates knowledge sharing
Engagement teams cannot see other teams' client data. This is correct for confidentiality, but it means useful methodologies and approaches are invisible to teams who could reuse them. We configure AI workspaces with engagement-level access controls that enable knowledge sharing within confidentiality boundaries.
Practice management data sits in silos
Your PSA, timesheet tool, and project management platform each hold a piece of the picture. These systems rarely have off-the-shelf AI connectors. We build custom integrations so partners can query utilisation, project margins, and resource availability through the AI without exporting to spreadsheets.
Proposal writing starts from scratch every time
Your firm has written hundreds of proposals containing pricing models, scope definitions, and case studies. We structure this archive into a governed knowledge base so the next proposal team can search by sector, service line, or methodology and build on past work instead of starting from a blank template.
What we build
From pilot to production.
Knowledge base across all past engagements
A governed knowledge base structured with project deliverables, proposals, and methodologies from SharePoint and network drives. Consultants search by concept and context, not filename. Client confidentiality maintained through engagement-level access controls.
Practice management intelligence
Custom integrations connecting BigTime, Maconomy, or your PSA platform. Partners ask about utilisation rates, project margins, and resource availability without exporting to spreadsheets.
Proposal acceleration from past work
The AI searches your proposal archive, surfaces relevant precedents, and helps teams draft scoping documents, pricing structures, and case studies drawn from actual delivered work. Proposals that took a week now take two days.
Systems we connect
We integrate with the tools you already run.
Start here
Book a call. We will show you what production AI looks like for your business.
Tell us where you are: stalled pilots, a platform you are evaluating, or teams you want building. We will map the highest-value use cases and show you a realistic path to production. No obligation, no slides.