Private AI for professional services firms.
Proposals to write, client emails to answer, and know-how that sits with a few people.
Private AIYour own serverAgentic Centre
Client B wants a proposal by Friday.The request
Draft proposal · Client BReady for you
Professional services
Sound familiar?
Proposals
Every proposal starts from an old file and ends in formatting fixes.
What if every draft started in your own template?
Client enquiries
Client emails wait in the inbox while the team is busy.
What if no enquiry was ever forgotten?
Know-how
Only one or two people know where past work is kept.
What if anyone could just ask?
Staff questions
The same leave and policy questions reach HR and IT every week.
What if staff got answers without waiting?
Use case · Professional services firm
A day in client proposals
The requestClient B wants a proposal by Friday.
Today5 steps
1Find a similar proposalDigging
2Copy the old fileOld formatting
3Check the feesWaiting
4Fix the formattingRetyping
5Follow up next weekEasy to forget
With private AI
Ask once.Review the draft.Approve.
Draft proposal · Client BExample
Ready for you
Privacy
Private by design
Your company
Your serverAgentic CentreAgentsDocumentsSalesHRIT
Runs on your own server
Client files stay with you
You decide who sees what
Every action is recorded
Only the ones you switch on
Email
NAS / file server
BranchesPrivate VPN
See it with your own documents.
Have a past proposal, your template and a client enquiry ready.