customnex

Private AI for professional services firms.

Proposals eat your senior people's time, clients wait for replies, and know-how sits with a few.

Consultants taking a client through a proposal in a meeting room
Draft proposal · Client BReady for your sales team
Professional services

Sound familiar?

Proposals

Proposals start from old files, and your senior people end up fixing formatting.

What if your senior people only had to review?

Client enquiries

Client emails wait while your team is busy, and clients notice.

What if no client enquiry was ever forgotten?

Know-how

Past work and know-how sit with one or two people, and everyone waits on them.

What if the know-how stayed, even when people leave?

Staff questions

Your HR and IT teams answer the same questions every week.

What if staff got answers without waiting?

Use case · Professional services firm

A day on one client proposal

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 your sales team
Privacy

Private by design

Your company
Your serverAgentic CentreAgentsDocumentsSalesHRIT
Runs on your own server, in your company's name
Client files stay inside your firm
You decide who sees what, by role
Every step recorded. Orders, bills and prices wait for your people's OK.
Only the ones you switch on
Email
NAS / file server
BranchesPrivate VPN

Questions

Can AI draft proposals in our firm's template?

Yes. It starts from a similar past proposal and your own template, and the draft is ready for your senior people to review and approve.

Will client files stay confidential?

Yes. Client files stay on a server in your firm's name, each person sees only what their role allows, and every action is recorded.

Can it answer staff HR and IT questions too?

Yes. The HR and IT agents answer leave, policy and IT questions from your current policies, and your HR and IT teams decide the exceptions.

See it with your own documents.

A 45-minute demo at your office. Ask your team to have a past proposal, your template and an enquiry ready.