Blueprint
Professional Services
A blueprint for speeding up client question turnaround using your engagement history and documents.
Data to provide
- Proposals and statements of work
- Past reports and deliverables
- Engagement notes
- Firm policies
Workspace usage
- Client questions become threads with drafted first-pass answers
- New team members ask about client context instead of digging through email
- Draft answers are reviewed before being sent
Expected workflow
- 1
Centralize engagement documents
Upload proposals, SOWs, and reports to your Brain.
- 2
Activate a Support Assistant
It drafts first-pass answers to client questions.
- 3
Review before sending
Consultants review and send drafts instead of starting from scratch.
- 4
Onboard new hires faster
New team members query the Brain for client context.
Setup checklist
- Upload proposals, SOWs, and reports
- Add firm policies and engagement notes
- Activate a Support Assistant
- Optionally activate a Document Analyst
- Invite consultants to AI Workspace
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