ZANUS AI FOR PROFESSIONAL SERVICES — METHODOLOGIES

Your methods are the firm. Make them answerable.

A firm’s edge is HOW it works: delivery methodologies, QA checklists, proposal standards, engagement playbooks. In Zanus they are living documents: answerable in chat, attached to work, priority-ordered so the current method always wins over the retired one.

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

Firm work types carrying their default methodologies

Work types carry their methods: the proposal draft reads from the proposal playbook — by construction.

What it does

One source of method truth

Diligence workplans, design-review checklists, research protocols, brand-voice standards: one library, current versions on top, superseded ones outranked.

Answerable mid-engagement

“What does our methodology say about stakeholder interviews under a two-week deadline?” — answered in seconds with the playbook page attached, at 2 PM or 2 AM.

Attached to the work itself

The AI drafting a proposal approach section reads from the proposal standard; the debrief draft follows the debrief template — method adherence by construction.

Method upkeep, scheduled like client work

Quarterly methodology reviews, retired-playbook archiving, update summaries briefed to the whole firm: assign them once as recurring AI work and the methods stop living in one senior partner’s head.

Recurring review works with deadlines
Update summaries drafted for firm briefings
Every review on the audit record

The methodology binder as a living library — current versions on top

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

How do method updates roll out?

Upload the new version, set it on top: from that moment every answer and every AI work cites the new method. Old versions remain archived — useful when revisiting past engagements.

Your methods are the firm. Make them answerable.

What it does

Method upkeep, scheduled like client work

Questions, answered

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