Knowledge Assistants
AI Company Knowledge Hub for Professional Services
Consultants find the last similar proposal, the intake checklist and the engagement status without pulling a partner off billable work.
In most firms, partners spend billable hours pointing people to the right engagement letter, the last similar proposal or the status of a client file. This hub answers those questions from your practice management system, your Microsoft 365 or Google Workspace files and your document store, with the source attached. Client material stays ring-fenced by team, and every file stays in your own accounts.
- Consultants find past proposals and methods without pulling in a partner
- Client status answered from your practice management records
- Engagement files stay ring-fenced by team
$12,400
20–30 working days
Optional maintenance $620/mo
What it is
AI Company Knowledge Hub for Professional Services is a cited Q&A assistant across your practice management or CRM records, Microsoft 365 or Google Workspace files and document storage, tuned for client intake, proposals, status updates and knowledge reuse. Staff get answers with the source attached. Client files stay ring-fenced by team.
Why businesses buy it
Partner time is the most expensive hour in a firm, and much of it leaks into internal questions that a document could answer. Juniors reuse outdated templates, proposals get rebuilt from scratch, and client status calls wait for whoever holds the file. This hub gives everyone a cited answer in seconds, so partners stay on billable work and good past work gets reused. The Scope Card sets the sources, user count, confidentiality groups and testing in writing before you order, so there is no open-ended consulting bill.
Problems this solves
Know-how from past engagements stays with senior people
The hub searches your practice management or CRM records and files for knowledge reuse. Staff find past proposals and approaches with the source attached, without waiting for a partner.
Proposals start from scratch even when similar work exists
Workflows for proposals and client intake surface related engagements and templates. Each answer links to its source, so the team can adapt proven material instead of starting again.
Client files must stay within the team that serves them
Client files are ring-fenced by team using up to three permission groups. The content source map records what each group can reach, and benchmark questions test those limits before launch.
A good fit if
Partners are the people everyone asks for the right engagement letter, the last proposal for a similar client or how a method was applied before.
Past deliverables, methods and templates sit across Microsoft 365 or Google Workspace and a document store, and juniors cannot tell which version is current.
Client status questions arrive daily, and the answer is already in your practice management system or CRM if someone looks.
Client files must be ring-fenced by team, so one engagement's material never surfaces in another team's answers.
Not the right fit if
You want past work, methods and templates made searchable for consultants, without intake and status workflows. See AI Professional Services Knowledge Base.
You need proposals and statements of work drafted from discovery notes, not found. See AI Proposal System.
You want clients sent accurate status updates without anyone writing them. See AI Project Status Agent.
You want intake, proposals, client reporting and a knowledge base delivered as one project. See the AI Professional Services OS bundle, with one combined intake.
How it works
- Up to 3 sources are connected, for example your practice management system or CRM, Microsoft 365 or Google Workspace, and a document store, with up to 2,000 documents indexed.
- Each question is matched to a Professional Services workflow, client intake, proposals, status updates or knowledge reuse, using the service lines and terms your firm uses.
- An intake question returns your onboarding checklist and the forms a new client needs, each cited to the document that holds it.
- A proposal question surfaces earlier proposals and approved wording for similar work, so a consultant starts from what the firm has already written.
- Status questions are answered from the practice management or CRM records you connect, with the record cited, so nobody interrupts the engagement lead.
- Up to 3 permission groups separate teams or confidentiality tiers, and 60 benchmark questions from professional services scenarios test the hub before launch.
What you provide within 72 hours
Your portal lists these the moment you order. Delivery starts the working day after everything is in and your access is checked.
- Access to the 3 sources you choose, such as your practice management system or CRM, Microsoft 365 or Google Workspace, and the document store holding past work.
- Your user list by team or practice area, with the client material each group may see.
- 30 sample questions with the answers you expect, covering intake, proposals, status and reuse of past work.
- Firm policies and service information: engagement terms, service line descriptions and the templates you want reused.
- Admin access to each source and a workspace admin who can configure sign-in.
- One partner or operations lead with authority to approve the groups and the benchmark answers.
- An API key for your own AI model account (for example OpenAI or Google Gemini), created for this build with a spending limit.
The 72-hour rule. Send everything on your checklist, including access, within 72 hours of ordering so your build starts on time.
Timeline
Start
Intake verified, sources and practice-area groups agreed.
Weeks 1–2
Past work, templates and client records indexed with their practice-area tags.
Week 3
Professional Services intents, citations and the chosen interface wired up.
Weeks 3–4
60 benchmark questions on intake, proposals, status and reuse scored, report shared.
Week 4
Your review, then two rounds of adjustments.
Go-live
Launch, recorded 60-minute handoff, 30 days of support.
| Option | Delivery time | Price |
|---|---|---|
| Standard | 20–30 working days | $12,400 |
| Express | 15–25 working days | $13,650 |
| Rush | 10–20 working days | $14,900 |
What you receive at handover
- The AI company knowledge hub for Professional Services, live in a web app, Slack or Microsoft Teams
- A Professional Services content source map and test question set
- Connections to up to three sources, such as practice management or CRM, Microsoft 365 or Google Workspace, and storage
- Cited Q&A with up to three permission groups and a monthly content refresh
- A test report using firm scenarios, with sixty benchmark questions and an accuracy report
- An admin guide, the recorded 60-minute handoff session and 30 days of post-launch support
Expected benefits and how to measure them
- Can speed up proposal writing by reusing past work
- Helps junior staff find answers without interrupting partners
- Keeps client confidentiality intact between teams
- Proposal preparation time
- Use timesheet codes for proposals. Compare the quarter before launch with the quarter after.
- Questions to partners
- Ask partners to tally know-how questions for two weeks before and after launch.
- Reused material in proposals
- Note how many proposals reuse past material found through the hub.
Before you start: Record proposal time from timesheets for the last quarter. Ask partners to tally know-how questions for two weeks.
These are things to track, not promised results. Outcomes depend on your data, your team and your market.
Running costs
You pay for the build once. Ongoing running sits in your own accounts at roughly $50 to $300 a month for AI model usage, the vector database and hosting, scaling with how much past work is indexed and how often consultants ask. Practice management, CRM and Microsoft 365 or Google Workspace plans are unchanged.
AI usage while we build and test is billed to those same accounts.
Ask about running costsCustom requirements
If the firm needs a fourth source, a second language, or more than three permission groups, note it at checkout. You get a written Change Quote, and the extra work only begins after you accept. Larger or bespoke projects go through the Custom AI request form.
Request a custom versionKeep it running
Monthly maintenance for this edition covers monitoring, fixes, model and platform updates, a monthly health report and monthly hours for changes, such as indexing a new service line or adjusting confidentiality groups. It starts after the 30 days of support.
$620/mo (5% of the build price a month, includes 6 change hours)
Optional. Starts after the post-launch support period. Cancel any month.
How maintenance worksHow this compares
| Do it yourself with a SaaS tool | Hire a custom agency | Upmark Labs | |
|---|---|---|---|
| Price | An enterprise search tool bills per seat across the firm | A consultancy quotes a knowledge-management project after interviews | Ours is one fixed price, shown before you buy |
| Reusing past work | Returns files by keyword, not by similar engagement | Depends on how the taxonomy was designed | Ours answers with cited passages from earlier engagements |
| Client confidentiality | Relies on folder permissions staying tidy | Agreed per project | Ours applies up to 3 permission groups to every answer |
| Delivery | Fast to buy, slow to fill with the right material | Usually several weeks | Ours has a fixed delivery time shown before you buy, with faster options |
Questions about this product
How is this edition different from AI Professional Services Knowledge Base?
AI Professional Services Knowledge Base makes past work, methods and templates searchable. This edition adds workflows for client intake, proposals and status updates across up to 3 sources, including your practice management system or CRM, with permission groups on every answer. Choose the hub when intake and status questions take partner time too.
Can it keep one client's documents out of another team's answers?
Yes. Up to 3 permission groups are defined at intake, for example by practice area or confidentiality tier, and the retrieval layer enforces them. A consultant outside a group never gets a passage from that group's files, even with a well-matched question. If the firm needs more than three groups, that is quoted as a Change Quote.
Does the Professional Services hub write proposals for us?
No, it finds and cites. Ask for the last proposal for a similar client, or the approved wording for a service line, and it returns the passages with their sources, so the consultant starts from the firm's own words. Drafting proposals and statements of work from discovery notes is what AI Proposal System is built to do.
Which systems count toward the three content sources for a firm?
Any three systems you name at intake, typically a practice management system or CRM, Microsoft 365 or Google Workspace, and a document store such as Google Drive. Each connection counts once, however many documents it holds, up to 2,000 in total. A further source comes through the Knowledge Base Expansion add-on, or a Change Quote.
How soon can consultants start asking the Professional Services hub?
The hub goes live on a fixed delivery schedule once your intake is verified, and the delivery panel shows that date plus express and rush options before you buy. The clock starts the working day after access, groups and sample questions are complete, so gathering them within the 72-hour window keeps the date fixed.
What does a firm of up to 50 users pay each month to run it?
Roughly $50 to $300 a month, paid in your own accounts for AI model usage, the vector database and hosting. Where you land in that range depends on how many documents are indexed and how often people ask. Practice management and productivity subscriptions stay on your current plans, and monthly maintenance is optional.
Let partners bill while the hub answers.
Order AI Company Knowledge Hub for Professional Services and consultants get cited answers on intake, proposals, status and past work on a fixed delivery date, scoped in writing first.
Works well with
Professional Services
AI Proposal System
Produces proposals, SOWs and pricing from discovery notes and templates.
