Proposals and reports, drafted for you
In a consultancy or agency, the expertise is billable and the paperwork isn't — yet the paperwork is where the week goes. Here's what to hand off first, without handing over judgement.
Your clients pay for your thinking, not your formatting. AI is good at the scaffolding around the thinking — the first draft, the summary, the status update — so you get to the value faster and bill more of your day.
1. Proposals and pitches
Most proposals are 70% the same each time: scope, approach, credentials, terms. Feed AI your past proposals and the specifics of this one and it drafts a tailored version in your house style, ready for you to sharpen the parts that win the work. You stop rebuilding the boilerplate every time.
Roughly: a few hours per proposal, and faster turnaround on live opportunities.
2. Client reports and updates
Recurring reporting — monthly updates, project status, results summaries — is high-effort, low-thought writing you owe every client. AI turns your figures and notes into a clean, on-brand report draft, so you're editing and adding insight rather than assembling from scratch.
Roughly: 2-4 hours a week across an active client book.
3. Meeting notes and actions
The call is billable; writing it up afterwards usually isn't. An AI notetaker turns a recorded meeting into tidy notes and a clear action list, so the follow-up email practically writes itself and nothing agreed gets lost. See the worked example →
4. A knowledge assistant for the team
Your methods, templates, past work and policies are scattered across drives and heads. An assistant trained on your own material lets the team find "how do we usually approach X?" instantly, so juniors get unblocked without interrupting seniors, and answers stay consistent. Built on your documents, so it's your expertise, not generic advice. See the example →
What to be careful with
- Client confidentiality is the line. Never paste client data, contracts or commercially sensitive material into a free public chatbot. Use business-tier tools with training off, and know where data sits. How to keep data safe →
- Your name, your review. AI drafts the proposal or report; a person with the expertise checks and signs. Insight and accuracy stay human.
- Watch for confident errors. AI will state a wrong figure or claim with total confidence — treat every output as a draft to verify.
The honest version
This won't do your consulting for you, and you wouldn't want it to. It clears the drafting and admin that surround the work, so a larger share of your day is the billable thinking clients actually pay for.
Where would your hours come back?
The free check reads how your firm actually runs and ranks the changes by hours back — with the client-data lines flagged.
Take the free checkFree, no sign-up, about five minutes.