AI that does the groundwork so your team delivers the insight_
Advisory firms sell expertise and judgment. But most of the week is spent on research, data gathering, report writing, and admin. AI handles the groundwork so your consultants spend their time on the work clients actually pay for.
Your analysts spend 60% of their time gathering data, not analysing it_
Due diligence means weeks of document review. Proposals mean days of writing. Client reports mean hours of data pulling and formatting. The insight — the thing clients are actually paying for — gets compressed into whatever time is left.
Some firms have tried general-purpose AI tools. Copilot helps with drafting. Notion AI helps with notes. But firm-wide systems that connect to your data sources, follow your methodology, and produce output your clients expect — that requires something purpose-built.
What we build for advisory firms_
Due diligence automation
AI reviews documents, extracts key terms, flags risks, and compiles findings into structured reports. Financial data is modelled with scenario analysis. Turns weeks of analyst time into days.
Proposal and report generation
AI drafts proposals from templates and client context. Deliverable reports are written from structured notes and data. Partners review and refine — the first draft is handled.
Research and analysis
AI gathers, synthesises, and cites sources for client briefs. Competitive intelligence monitors client competitors and market shifts. Datasets are processed and insights surfaced before the analyst sits down.
Client dashboards
Live reporting dashboards pulling from multiple data sources. KPI tracking with automated alerts. Progress reports generated from task and communications data.
Meeting intelligence
AI transcribes and summarises client meetings with action items. Meeting prep summaries are generated from the client file. Follow-up tasks are created and assigned automatically.
Resource allocation
AI optimises team assignments based on skills, availability, and project requirements. Capacity is forecasted. Utilisation rates are tracked and surfaced to partners.
Can AI handle confidential client data in advisory work? +
Yes. All systems are deployed on infrastructure in your jurisdiction with full encryption in transit and at rest. Access controls, audit logging, and data retention policies are configured per engagement. NDA-covered client data never leaves your environment.
How does this differ from off-the-shelf tools like Notion AI or Copilot? +
Off-the-shelf tools are general purpose. We build systems that connect to your specific data sources, follow your firm's methodologies, and produce output in your templates and voice. The difference is precision and integration.
What if our workflows are unique to our firm? +
That's the point. Every advisory firm has its own methodology, templates, and client delivery standards. Custom-built systems respect those differences. We start with the audit to understand your specific processes before proposing anything.
Do you work with boutique advisory firms or only large consultancies? +
Both, but our sweet spot is firms with 10-200 professionals. Large enough to have significant process overhead, small enough to move fast. The AI Audit works for firms of any size.
How do you handle multi-party due diligence data rooms? +
AI processes documents from virtual data rooms (Intralinks, Datasite, etc.), extracts structured data, and flags items against your DD checklist. Access permissions mirror the data room — nothing is stored outside your controlled environment.
What's the typical ROI for advisory firms? +
Most firms recover £30-80k / $40-100k per year in time savings per 10 professionals, primarily from research automation, report drafting, and meeting admin. Due diligence automation can deliver multiples of that on high-volume deal pipelines.
Find out where AI frees up the most capacity_
The AI Audit maps your workflows, quantifies the opportunity, and recommends which systems to build first. Two weeks. £3,500. Deducted from your first build.