AI for consulting firms & agencies: more billable hours.

Your best proposals, your references, and your team’s résumés are already in your folders. An AI tool connected to your documents reads the RFP, finds the passages that fit, and writes a first draft: context, understanding of the need, approach, timeline, references.

The consultant keeps what wins an RFP: a sharp read of the client, the angle, and the price. They start from a structured draft instead of a blank page, and every reused passage shows which document it came from. Good wording no longer sits on one partner’s laptop: the whole team has access, within their own access rights. At first, every proposal is reviewed end to end. Once the sources prove reliable, the review focuses on the angle and the price.

From the recording (with participants’ consent) or the notes, the tool produces the summary in your format: decisions, actions, owners, deadlines. It can then create the tasks in your project management tool, without anyone retyping them.

For recurring client reports, including campaign reports at a marketing agency, it gathers the numbers from the relevant tools, puts them in your template, and drafts a first commentary. Analysis and recommendations stay with the consultant: that’s what the client expects from you. The time saved on formatting goes into thinking, and the report goes out on schedule. The workshop summary can go to participants that same evening, after a quick look from the project manager.

Three tasks nobody likes, and that get expensive when they’re done badly:

• monitoring clients and their competitors, summarized every week from public sources, with a link to each source;
• timesheets, pre-filled from the week’s calendar and documents, then corrected by each person;
• engagement billing, prepared from approved time and the quote, with overruns flagged before anything is sent.

More accurate time also gives a more accurate picture of each engagement’s profitability. To connect your time tracking tool, your CRM, and your invoicing with no retyping, see API integration. Monitoring and pre-filled timesheets can run on their own; the invoice goes out once the project manager approves it.

A firm handles sensitive information: strategies, figures, unannounced projects. The tool only accesses the files each person is allowed to see. A consultant on one engagement can’t pull up another engagement’s documents through AI.

The AI provider is named in the contract, and its terms rule out training on your data. The confidentiality clauses of your engagements apply to the tool just as they do to your team. We review them together during the audit, and that’s often where we decide which files stay out of reach. That’s the whole difference from ChatGPT accounts everyone opens on their own: AI integration for your business sets access rights before anyone starts using it. The provider can be European if your clients require it.