Proposals drafted from your best past work
Drop in a request for proposal. The agent finds your closest past proposals and pricing and drafts a first version in your format, which a senior person edits and sends.
Industries
AI for Consulting Firms
Proposals and status reports take hours your consultants could spend with clients. We build AI into the tools your firm already uses and train each person to run it.
Reuse What Your Firm Already Knows
A consulting firm's past proposals and engagement notes hold much of what it knows, and they're hard to search. McCarthy's AI sets up an AI agent that draws on that material for your team, with a person approving anything that goes to a client.
Unbilled Hours Add Up
- 01
Proposals start with a search
The last similar proposal is somewhere in a shared drive. Finding it and rewriting it falls to senior people, often in the evening, and some invitations to bid get passed over.
- 02
Past work nobody can find
A framework or benchmark from an earlier engagement sits in a folder only its author remembers, so teams rebuild work the firm has already done.
- 03
Past clients nobody calls
Former clients and warm leads sit in the CRM while everyone is staffed on live work. Nobody has the hours to read through the list and write to the right people.
Where AI Helps First
A company brain for past engagements
Consultants ask in plain language and get an answer that points to the earlier report or deck behind it. Each person sees only what they're allowed to see, so client work stays with its team.
Win back past clients
The agent reads your CRM every week, finds past clients and lapsed leads worth another conversation and drafts a personal note for each. Whoever owns the relationship approves and sends it.
Meeting notes and actions
The agent writes notes and actions from a recorded client call and posts them where your team already works. Before they're shared, the engagement lead checks them.
Common Questions
Still deciding? On a free 30-minute call we'll tell you what fits.
Can client material go into these tools?
We start with the right AI plan and settings and only use data you approve. Engagement files stay in your own drives, and your sharing settings decide what each person can see. If you need private hosting, we'll tell you.
Will proposals sound like our firm?
The agent drafts from your own past proposals and pricing rules, so structure and tone come from your work. Your team edits each draft and approves it before it goes to a client.
How will we know the hours came back?
We record a baseline in the audit and check hours saved 30 days after launch. In a consulting firm the hours to watch first are the unbilled ones, such as proposal writing and status reporting.
Related Research
Case studies · 4 min read
Company AI brain case studies: what the firms with results did first
Morgan Stanley, Steno, BCI and others have published results from internal AI assistants. Most of the numbers come from vendors, and the firms with the clearest results did similar groundwork before launch.
Research · 6 min read
Your CRM already holds revenue worth winning back
Lost customers can be won back at a profit when the offer fits why they left, and a new lead's odds of a real conversation drop sharply after the first hour. The most quoted retention statistics are hard to trace to a method.
Explore next
Free 30-minute call
Find Out Which Hours Could Come Back
On a free 30-minute call, you'll see one of our prompts run in your own AI tool and leave with a first step and its price, and you can keep client names and financials out of it.