Solution · Consultancies and agencies
Setting up Claude and Microsoft Copilot with your firm's knowledge
Many consultancies and agencies already have licenses for Claude or Microsoft Copilot. As long as these tools have no access to the firm's own templates and past projects, they tend to produce generic texts that your team then has to rework.
I need a proposal deck for the supplier portal request, based on our references and earlier proposals.
Proposal · Supplier portal rollout
What is often missing after the licenses are bought
- 01
Project knowledge in old folders
Good proposals and research from past projects are rarely reused, because they sit in folders that usually only the people involved at the time can find their way around.
- 02
Use across the team
Without training on their own material, only a few interested employees in many firms work with the AI on a regular basis.
Use cases
Firm-specific skills and workflows
Proposals are usually a good place to start, because plenty of material from past projects already exists for them.
- 01
Proposals
Based on your past proposals and references, the AI drafts a new proposal that follows your firm's structure and language.
How much time this saves on the first draft depends on how consistently your previous proposals are structured.
- 02
Research
The AI researches markets, companies or candidate profiles and cites the source for every piece of information.
- 03
Presentations and documents
The AI creates slides and documents from your templates and building blocks, so that they match your firm's design.
- 04
Project status and client reports
Meeting notes feed into a continuously maintained project status that lists the open tasks. From this, the AI drafts regular status reports for your clients, which a responsible person on your team reviews and approves before they are sent.
- 05
Training and support
Training uses your own documents and ongoing tasks, so that your team applies the new skills in practice from the start.
A good measure of the rollout is how many employees still use the skills regularly a few weeks after the training.
Which client data the AI may see and which it may not is decided together with you before the start. For the setup, we need a selection of good proposals and templates from you, as well as one person who signs off new skills on the subject matter.
Agents that are meant to run continuously in the background are operated on our platform.
Platform and your own IT compared→