AI File Cabinet for Consulting Firms. Proposals, SOWs and credentials found in plain words.
AI File Cabinet holds the firm's documents in drawers per practice and files per client or pursuit: proposals, statements of work, credentials decks, RFP responses, signed engagement letters. Every page is read and every recording transcribed, so a partner asks in plain words for last year's logistics proposal and opens the proof at its page. Rights are set per person.
TRY AI FILE CABINET FREENo credit card · Ready in 2 minutes7 days free · per company, never per seat · nothing to install
You talk. Lisa sets it up.
You“One drawer per practice; only that practice's partners can edit, associates can read.”
Lisa“Done: each practice now has its own drawer, editable by its partners and readable by associates. Should the RFP archive get a drawer too?”
Any setting, in any module · applied only on your yes
How Consulting Firms use it
A partner asks for every proposal the firm sent to hospital groups and gets the list with the fee pages marked.
A BD associate drafting an RFP response finds the past answer on data security, quoted at its page.
Only the restructuring partners have read rights on that practice's drawer; associates elsewhere cannot open it.
REAL AI - the whole Front Office is AI, not old software with an AI button.
What’s included
- Drawers per department with one right per person: read, add, edit, manage
- Files per project, customer or matter; documents of any kind with versions
- Every page read, every recording transcribed; ask in plain words and open the proof at its page or second
- 100 GB of archive included, more space when you need it
- Phone scan, e-mail-in, filing from Mail and Phone; imports from Drive, Microsoft, Dropbox, Box and ZIP
Available on its own or inside a solution · See pricing › · Per company, never per seat.
Everything AI File Cabinet does, for every business ›
Works withAI E-mailAI PhoneAI QuotingAI Web FormsAI Team Assistant
Questions & answers
AI File Cabinet for Consulting Firms: questions & answers
Can AI search our past proposals and RFP responses?
Yes. AI File Cabinet reads every page you file and answers questions in plain words, opening the document at the page that holds the answer. Reusing last year's best RFP answer takes seconds instead of a search through shared drives.
Can we restrict client files to the engagement team?
Yes. Each drawer has rights per person: read, add, edit or manage. A client's files can sit in a drawer only that engagement team opens.
Are client documents used to train public AI models?
No. Your documents stay in your firm's private environment and never train public models. When you leave, the whole archive comes out as one ZIP that is yours.
Keep exploring
Where next?
Start with the one thing you need. Add more anytime by asking Lisa.
AI Front Office for Consulting Firms ›
Answers & books
Sells
Helps your team
Included
Award-winning AI
Winner at CES 2026, ISE 2026 and TMCnet Enterprise AI Product of the Year.
REAL AI - the whole Front Office is AI, not old software with an AI button.
Awards & trade shows ›
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