Consulting Firms
ASSIST
Book an intro
Find your plan
Move faster at every stage of client delivery with AI agents powered by your firm's institutional knowledge and battle-tested playbooks.
Consulting firms
ASSIST
Book an intro
Find your plan
Move faster at every stage of client delivery with AI agents powered by your firm's institutional knowledge and battle-tested playbooks.
Driving AI ROI
for consulting firms
Firms can automate manual search and proposal drafting by up to
%
time savings
Key benefits
Give every
consultant an AI
edge
Accelerate pitch creation with data-driven insights
Pull insights from past projects, market analyses, and competitor reports to
craft compelling pitch materials. Generate proposal-ready decks in
seconds. Rooted in data, not guesswork.
2
1
Transform ideas into polished deliverables
Turn raw ideas, notes, or data into polished deliverables: slides, reports, or
models. Do it all in your firm's own templates and brand identity. From draft
to deck, instantly.
3
Synthesize expert insights at scale
Capture, summarize, and analyze expert calls automatically. Aggregate
insights across interviews to uncover patterns, quantify trends, and
generate synthesis at scale.
4
Speed up complex analysis and strategy
Automate complex analytical tasks like market sizing, benchmarking, or
survey analysis. Surface insights faster than ever. Spend less time
crunching numbers, more time shaping strategy.
5
Match expertise to every project
Match consultants to upcoming projects automatically by scanning profiles, CVs, and experience data. Optimize staffing decisions and find the right expertise every time.
6
Get teams ready to deliver from day one
Generate day-one materials instantly. Think expert interview guides, launch
decks, and key hypotheses. All using proven templates and project context.
Get your teams ramped up and ready to deliver from day one.
See product overview
Custom integrations
Connect your AI agents to all your most-
important tools and data sources, from
Salesforce and SharePoint to Highspot and beyond.
See all connectors
Microsoft Teams
Microsoft Sharepoint
Hubspot
Salesforce
Slack
Airtable
Notion
Gmail
Dropbox
Gong
Google Drive
Highspot
No training on your financial data.
Full enterprise-grade security and support.
Security and data privacy
No training on your data
Domain verification
SSO Sign in
No training on your data
Single-Tenant deployment
Data encrypted at rest with AES 256 and in transit
with TLS 1.2+
Advanced admin controls
Azure, Anthropic, Cohere, OpenAI, and self-hosted
models
Knowledge verification settings
User-generated feedback on responses
User Management
API access for building your own integrations
AI expertise
Dedicated success team, priority support, and SLA
AI strategy consulting and integration guidance
Tailored onboarding and change management
support
FAQ
How secure are ASSIST Agents?
Which connectors does ASSIST support?
Can ASSIST Agents browse the web?
Which types of data can ASSIST handle?
How does ASSIST store data?
How are data permissions handled?
Which LLM models can i use with ASSIST?
Get in touch
We’d love to see
how we can help.
Consulting firms
ASSIST
Book an intro
Find your plan
Move faster at every stage of client delivery with AI agents powered by your firm's institutional knowledge and battle-tested playbooks.
Driving AI ROI
for consulting firms
Firms can automate manual search and proposal drafting by up to
%
time savings
Key benefits
Give every consultant an AI
edge
1
Accelerate pitch creation with data-driven insights
Pull insights from past projects, market analyses, and competitor reports to craft compelling pitch
materials. Generate proposal-ready decks in seconds. Rooted in data, not guesswork.
2
Transform ideas into polished deliverables
Turn raw ideas, notes, or data into polished deliverables: slides, reports, or models. Do it all in your
firm's own templates and brand identity. From draft to deck, instantly.
3
Synthesize expert insights at scale
Capture, summarize, and analyze expert calls automatically. Aggregate insights across interviews
to uncover patterns, quantify trends, and generate synthesis at scale.
4
Speed up complex analysis and strategy
Automate complex analytical tasks like market sizing, benchmarking, or survey analysis. Surface insights faster than ever. Spend less time crunching numbers, more time shaping strategy.
5
Match expertise to every project
Match consultants to upcoming projects automatically by scanning profiles, CVs, and experience
data. Optimize staffing decisions and find the right expertise every time.
6
Get teams ready to deliver from day one
Generate day-one materials instantly. Think expert interview guides, launch decks, and key
hypotheses. All using proven templates and project context. Get your teams ramped up and ready
to deliver from day one.
See product overview
Custom integrations
Connect your AI agents to all your most-
important tools and data sources, from
Salesforce and SharePoint to Highspot and beyond.
See all integrations
Microsoft Teams
Microsoft Sharepoint
Hubspot
Salesforce
Slack
Airtable
Notion
Gmail
Dropbox
Gong
Google Drive
Highspot
No training on your financial data.
Full enterprise-grade security and support.
Security and data privacy
No training on your data
Domain verification
SSO Sign In
No Training on your Data
Single-Tenant Deployment
Data encrypted at rest with AES 256 and in transit with TLS 1.2+
Advanced admin controls
Azure, Anthropic, Cohere, OpenAI, and self-hosted models
Knowledge verification settings
User-generated feedback on responses
User Management
API access for building your own integrations
AI expertise
Dedicated success team, priority support, and SLA
AI strategy consulting and integration guidance
Tailored onboarding and change management support
No training on your financial data.
Full enterprise-grade security and support.
Security and data privacy
No training on your data
Domain verification
SSO Sign In
No Training on your Data
Single-Tenant Deployment
Data encrypted at rest with AES 256 and in transit with TLS 1.2+
Advanced admin controls
Azure, Anthropic, Cohere, OpenAI, and self-hosted models
Knowledge verification settings
User-generated feedback on responses
User Management
API access for building your own integrations
AI expertise
Dedicated success team, priority support, and SLA
AI strategy consulting and integration guidance
Tailored onboarding and change management support
Consulting firms
ASSIST
Book an intro
Find your plan
Move faster at every stage of client delivery with AI agents powered by your firm's institutional knowledge and battle-tested playbooks.
Driving AI ROI
for consulting firms
Firms can automate manual search and proposal drafting by up to
%
time savings
Key benefits
Give every consultant an AI
edge
1
Accelerate pitch creation with data-driven
insights
Pull insights from past projects, market
analyses, and competitor reports to craft
compelling pitch materials. Generate
proposal-ready decks in seconds. Rooted in
data, not guesswork.
2
Transform ideas into polished deliverables
Turn raw ideas, notes, or data into polished
deliverables: slides, reports, or models. Do it all in your firm's own templates and brand
identity. From draft to deck, instantly.
3
Synthesize expert insights at scale
Capture, summarize, and analyze expert
calls automatically. Aggregate insights
across interviews to uncover patterns,
quantify trends, and generate synthesis at
scale.
4
Speed up complex analysis and strategy
Automate complex analytical tasks like
market sizing, benchmarking, or survey
analysis. Surface insights faster than ever.
Spend less time crunching numbers, more time shaping strategy.
5
Match expertise to every project
Match consultants to upcoming projects
automatically by scanning profiles, CVs, and experience data. Optimize staffing
decisions and find the right expertise every
time.
6
Get teams ready to deliver from day one
Generate day-one materials instantly. Think
expert interview guides, launch decks, and
key hypotheses. All using proven templates
and project context. Get your teams ramped
up and ready to deliver from day one.
See product overview
Custom integrations
Connect your AI agents to all your most-
important tools and data sources, from
Salesforce and SharePoint to Highspot and beyond.
See all integrations
Microsoft Teams
Microsoft
Sharepoint
Hubspot
Salesforce
Slack
Airtable
Notion
Gmail
Dropbox
Gong
Google Drive
Highspot
No training on your
financial data.
Full enterprise-grade
security and support.
Security and data privacy
No training on your data
Domain verification
SSO Sign in
No Training on your Data
Single-Tenant Deployment
Data encrypted at rest with AES 256 and in transit
with TLS 1.2+
Advanced admin controls
Azure, Anthropic, Cohere, OpenAI, and self-
hosted models
Knowledge verification settings
User-generated feedback on responses
User Management
API access for building your own integrations
AI expertise
Dedicated success team, priority support, and
SLA
AI strategy consulting and integration guidance
Tailored onboarding and change management
support
FAQ
How secure are ASSIST Agents?
Which connectors does ASSIST support?
Can ASSIST Agents browse the web?
Which types of data can ASSIST handle?
How does ASSIST store data?
How are data permissions handled?
Which LLM models can i use with ASSIST?
Get in touch
We’d love to see how we
can help.
FAQ
How secure are ASSIST Agents?
Which connectors does ASSIST support?
Can ASSIST Agents browse the web?
Which types of data can ASSIST handle?
How does ASSIST store data?
How are data permissions handled?
Which LLM models can i use with ASSIST?
Get in touch
We’d love to see how we
can help.
Driving AI ROI
for consulting firms
Firms can automate manual search and proposal drafting by up to
%
time savings
Key benefits
Give every
consultant an AI
edge
1
Accelerate pitch creation with data-driven insights
Pull insights from past projects, market analyses, and competitor reports to craft compelling
pitch materials. Generate proposal-ready decks in seconds. Rooted in data, not guesswork.
2
Transform ideas into polished deliverables
Turn raw ideas, notes, or data into polished deliverables: slides, reports, or models. Do it all in
your firm's own templates and brand identity. From draft to deck, instantly.
3
Synthesize expert insights at scale
Capture, summarize, and analyze expert calls automatically. Aggregate insights across
interviews to uncover patterns, quantify trends, and generate synthesis at scale.
4
Speed up complex analysis and strategy
Automate complex analytical tasks like market sizing, benchmarking, or survey analysis.
Surface insights faster than ever. Spend less time crunching numbers, more time shaping
strategy.
5
Match expertise to every project
Match consultants to upcoming projects automatically by scanning profiles, CVs, and
experience data. Optimize staffing decisions and find the right expertise every time.
6
Get teams ready to deliver from day one
Generate day-one materials instantly. Think expert interview guides, launch decks, and key
hypotheses. All using proven templates and project context. Get your teams ramped up and
ready to deliver from day one.
See product overview
Custom integrations
Connect your AI agents to all your most-
important tools and data sources, from
Salesforce and SharePoint to Highspot and beyond.
See all integrations
Microsoft Teams
Microsoft Sharepoint
Hubspot
Salesforce
Slack
Airtable
Notion
Gmail
Dropbox
Gong
Google Drive
Highspot
No training on your financial data.
Full enterprise-grade security and support.
Security and data privacy
No training on your data
Domain verification
SSO Sign in
No training on your data
Single-Tenant deployment
Data encrypted at rest with AES 256 and in transit
with TLS 1.2+
Advanced admin controls
Azure, Anthropic, Cohere, OpenAI, and self-hosted
models
Knowledge verification settings
User-generated feedback on responses
User Management
API access for building your own integrations
AI expertise
Dedicated success team, priority support, and SLA
AI strategy consulting and integration guidance
Tailored onboarding and change management
support
No training on your financial data.
Full enterprise-grade security and support.
Security and data privacy
No training on your data
Domain verification
SSO Sign in
No Training on your Data
Single Tenant Deployment
Data encrypted at rest with AES 256 and in transit with TLS 1.2+
Advanced admin controls
Azure, Anthropic, Cohere, OpenAI, and self-hosted models
Knowledge verification settings
User-generated feedback on responses
User Management
API access for building your own integrations
AI expertise
Dedicated success team, priority support, and SLA
AI strategy consulting and integration guidance
Tailored onboarding and change management support
FAQ
How secure are ASSIST Agents?
Which connectors does ASSIST support?
Can ASSIST Agents browse the web?
Which types of data can ASSIST handle?
How does ASSIST store data?
How are data permissions handled?
Which LLM models can i use with ASSIST?
Get in touch
We’d love to see
how we can help.
Consulting firms
ASSIST
Book an intro
Find your plan
Move faster at every stage of client delivery with AI agents powered by your firm's institutional knowledge and battle-tested playbooks.
Driving AI ROI
for consulting firms
Firms can automate manual search and proposal drafting by up to
%
time savings
Key benefits
Give every
consultant an AI
edge
1
Accelerate pitch creation with data-driven insights
Pull insights from past projects, market analyses, and competitor reports to craft compelling
pitch materials. Generate proposal-ready decks in seconds. Rooted in data, not guesswork.
2
Transform ideas into polished deliverables
Turn raw ideas, notes, or data into polished deliverables: slides, reports, or models. Do it all in
your firm's own templates and brand identity. From draft to deck, instantly.
3
Synthesize expert insights at scale
Capture, summarize, and analyze expert calls automatically. Aggregate insights across interviews
to uncover patterns, quantify trends, and generate synthesis at scale.
4
Speed up complex analysis and strategy
Automate complex analytical tasks like market sizing, benchmarking, or survey analysis. Surface
insights faster than ever. Spend less time crunching numbers, more time shaping strategy.
5
Match expertise to every project
Match consultants to upcoming projects automatically by scanning profiles, CVs, and experience
data. Optimize staffing decisions and find the right expertise every time.
6
Get teams ready to deliver from day one
Generate day-one materials instantly. Think expert interview guides, launch decks, and key
hypotheses. All using proven templates and project context. Get your teams ramped up and
ready to deliver from day one.
See product overview
Custom integrations
Connect your AI agents to all your most-
important tools and data sources, from
Salesforce and SharePoint to Highspot and beyond.
See all integrations
Microsoft Teams
Microsoft Sharepoint
Hubspot
Salesforce
Slack
Airtable
Notion
Gmail
Dropbox
Gong
Google Drive
Highspot
No training on your financial data.
Full enterprise-grade security and support.
Security and data privacy
No training on your data
Domain verification
SSO Sign in
No training on your data
Single-Tenant deployment
Data encrypted at rest with AES 256 and in transit
with TLS 1.2+
Advanced admin controls
Azure, Anthropic, Cohere, OpenAI, and self-hosted
models
Knowledge verification settings
User-generated feedback on responses
User Management
API access for building your own integrations
AI expertise
Dedicated success team, priority support, and SLA
AI strategy consulting and integration guidance
Tailored onboarding and change management
support
No training on your financial data.
Full enterprise-grade security and support.
Security and data privacy
No training on your data
Domain verification
SSO Sign in
No Training on your Data
Single-Tenant Deployment
Data encrypted at rest with AES 256 and in transit with TLS 1.2+
Advanced admin controls
Azure, Anthropic, Cohere, OpenAI, and self-hosted models
Knowledge verification settings
User-generated feedback on responses
User Management
API access for building your own integrations
AI expertise
Dedicated success team, priority support, and SLA
AI strategy consulting and integration guidance
Tailored onboarding and change management support
FAQ
How secure are ASSIST Agents?
Which connectors does ASSIST support?
Can ASSIST Agents browse the web?
Which types of data can ASSIST handle?
How does ASSIST store data?
How are data permissions handled?
Which LLM models can i use with ASSIST?
Get in touch
We’d love to see
how we can help.
ASSIST
Overview
AI agents
Industries
Connectors
Security
Stories
Pricing
Company
Legal
Contact US
ASSIST
Overview
AI agents
Industires
Conectors
Security
Stories
Pricing
Company
Legal
Contact Us