Industries

More client work per consultant, with the team you have.

Proposals drafted from your past engagements, client calls recapped within the hour, and answers found in your own files, each with its source.

Where your team's hours go.

  • Proposals and scopes of work

    Each proposal drafted from the call notes and your past engagements, with every estimate line traced to the project it came from and the price set by a partner.

  • Client updates and call recaps

    A recap with action items drafted within an hour of each client call, and a weekly update for every client drafted from your project tools, for the engagement lead to approve.

  • Answers buried in past work

    Your team asks how something was done before and gets the answer from your own reports, templates and past projects, with the page it came from.

Works with the tools you already run.

  • Microsoft 365
  • Google Workspace
  • SharePoint
  • HubSpot
  • Salesforce
  • Zoom
  • Teams

I connect to each through its own access. Before anything is built, the AI Roadmap checks the job against the rules you work under: GDPR and CCPA.

From the work

  • 2 callsto find an architecture firm's real problem, then a working demo of private answers from its own files

See the case

Find out where your team's hours go.

A short conversation about how your practice runs today.