AI Team Assistant for Consulting Firms. Staff ask the firm's procedures, not the busiest partner.
AI Team Assistant answers your coordinators, analysts and associates from internal-only knowledge: the conflict-check procedure, engagement-letter terms, which partner covers which client during leave, expense policy, how RFPs are logged. Each answer shows its source, so people learn where the procedure lives, and nothing in it is ever shown to prospects or clients.
TRY AI TEAM ASSISTANT FREENo credit card · Ready in 2 minutes7 days free · per company, never per seat · nothing to install
You talk. Lisa sets it up.
You“Load the conflict procedure and expense policy for staff only; never on the website.”
Lisa“Done: the conflict procedure and expense policy are now in the staff assistant only, never in the chat or phone answers.”
Any setting, in any module · applied only on your yes
How Consulting Firms use it
A new analyst asks which template the firm uses for a statement of work and gets it with the page it comes from.
The coordinator asks who covers a client while its engagement manager is on parental leave and gets the named partner.
An associate asks how travel to a client site is billed and sees the expense policy paragraph.
REAL AI - the whole Front Office is AI, not old software with an AI button.
What’s included
- An internal assistant for your staff, procedures, prices, policies
- Internal-only knowledge, kept out of everything customers see
- Answers with the source, so people learn where things are
Available on its own or inside a solution · See pricing › · Per company, never per seat.
Everything AI Team Assistant does, for every business ›
Works withAI File CabinetLisa, your AI assistant
Questions & answers
AI Team Assistant for Consulting Firms: questions & answers
Can an AI assistant answer staff questions about firm procedures?
Yes. AI Team Assistant answers your staff from internal documents, such as procedures, policies, templates and coverage lists, and shows the source of each answer. Partners stop being the help desk for routine questions.
Is internal knowledge kept away from clients?
Yes. Internal-only knowledge is never shown to prospects or clients on the phone, chat or e-mail. Your conflict procedure or rate floors stay with your staff.
Can the assistant answer from engagement files?
Only from what you load into it. You can keep client-confidential material out and load only procedures, templates and policies; the choice 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 ›
Give Lisa your website.
She sets up your business in 2 minutes.
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Try it free on your own business — no credit card, per company, never per seat.
Or call +1 (954) 736-3939 — the AI answers.