ZANUS AI FOR PROFESSIONAL SERVICES — ENGAGEMENTS

Every engagement the firm ever ran, answerable.

Engagement letters, SOWs, workplans, final deliverables, RFP responses, case studies — loaded into curated libraries the AI reads from. Ask in plain language; get the answer with the source cited, inside the walls of whoever asks.

Get started

Private tenant or your own server · unlimited users · engagement-confidentiality-conscious architecture

Engagement libraries with priority order

Libraries: final deliverables outrank drafts, current playbooks outrank retired ones — you set the order.

What it does

Any format a firm produces

Decks, models, reports, scanned signed letters, recorded readouts — the ingestion pipeline turns what engagements produce into queryable knowledge.

Answers with the source

No source in your library, no claim: the AI cites the deliverable, the SOW clause, the playbook page — or says it cannot answer.

Wall-shaped answers

A consultant staffed on the retail client asks about precedent; answers draw only on engagements their walls allow — enforced server-side, not by etiquette.

Precedent in seconds, not a hallway hunt

“What did we quote for the 2023 plant-relocation study?” “Which engagements used the market-sizing method?” “Who wrote our last hospital-sector proposal?” Answered in seconds with documents attached — instead of asking around until someone remembers.

Plain-language questions across the engagement archive
Sources attached to every answer
Priority order: final versions rule

Precision vector store answering from engagement files

Professional-services software is priced per consultant per month, with AI gated to enterprise tiers — tooling costs scale with the very head-count the firm bills by, and new business still hits voicemail while everyone is billable. Zanus AI: the new-business front office AND the engagement back office, unlimited users, flat price — in your private tenant or on a server your firm owns.

Questions, answered

Who can see a client’s files?

Only the roles and workgroups you authorize. Permissions reach the field level and the server redacts what a user cannot see — even in shared views and calendars.

Do our engagement files train outside models?

Never. Your tenant is isolated; your clients’ material and your methods are yours alone — and the on-premises option keeps them physically inside your building.

Every engagement the firm ever ran, answerable.

What it does

Precedent in seconds, not a hallway hunt

Questions, answered

See it working on YOUR firm — the demo IS the product.