Proposal Support
Proposal and RFP support — response drafting, formatting, content library upkeep and submission coordination — so your deal team focuses on strategy, not document assembly.
Explore proposal support →
Back-office and client support operations for consulting, agencies, research and advisory firms — proposal production, research, client support, CRM and knowledge management, with AI-assisted workflows and human verification.
Each service runs on the same AI-assisted quality layer — trained professional services specialists, documented SOPs, AI-assisted drafting and research, and human verification on every client-facing output.
Proposal and RFP support — response drafting, formatting, content library upkeep and submission coordination — so your deal team focuses on strategy, not document assembly.
Explore proposal support →Structured research and data enrichment — company research, market analysis, competitive intel and database upkeep — with AI-assisted synthesis and human verification.
Explore research →Client-facing support — inbox management, scheduling, engagement coordination and inquiry handling — with documented SOPs and clean escalation paths.
Explore client support →Ongoing administrative support — report preparation, data entry, document formatting, calendar management and coordination — handled by dedicated operators.
Explore administrative support →CRM upkeep — record hygiene, deduplication, activity logging, lead routing and reporting — so business development teams work with data they can trust.
Explore CRM management →Knowledge management operations — content curation, taxonomy upkeep, version control and search quality — so your firm's knowledge base stays useful and current.
Explore knowledge management →Human-reviewed AI workflows for professional services — research synthesis, document production and CRM ops — with specialists verifying every client-facing output.
Explore AI in professional services →Professional services firms run on delivery quality and client trust. Back-office and support operations have to match the firm's standard — or they become a liability that touches client-facing work.
We run professional services support with trained specialists, documented SOPs, AI-assisted research and drafting, and human verification on every client-facing output — so quality matches the standard your firm holds.
Support staff who understand engagement models — not generic operators working to a script.
NDA-bound staff, restricted access, and client-confidential workflows built into every engagement.
AI drafts proposals, surfaces research, and formats documents. Humans verify every client-facing output.
Ramp up proposal and research support during busy periods, and scale back when deal flow slows.
A quick reference to the core processes, quality controls and AI opportunities per service. Full detail lives on each sub-service page.
| Service | Core Processes | Quality Controls | AI Opportunity |
|---|---|---|---|
| Proposal Support | RFP drafting, formatting, content library, submission | Quality review, formatting standards, submission accuracy | AI drafting, content retrieval, formatting automation |
| Research | Company research, market analysis, competitive intel | Source verification, fact-check QA | AI synthesis, source aggregation, pattern detection |
| Client Support | Inbox, scheduling, engagement coordination, inquiries | Response QA, escalation hygiene, client satisfaction | Intent classification, response drafting |
| Administrative | Reports, data entry, document formatting, calendars | Accuracy checks, formatting standards, task tracking | AI summarisation, task routing, formatting assistance |
| CRM Management | Hygiene, dedup, activity logging, lead routing | Data quality metrics, dedup accuracy | AI dedup, enrichment, activity summarisation |
| Knowledge Management | Content curation, taxonomy, version control, search | Content accuracy, taxonomy adherence | AI content tagging, search quality analysis |
| AI in Professional Services | Research synthesis, document production, CRM ops | Human-in-the-loop requirements, QA sampling | Core AI workflows as a managed delivery function |
Every professional services engagement inherits the same baseline security posture, then adds client-confidentiality controls on top.
NDA-bound staff, restricted access environments, and client-confidential workflows built into every engagement.
Role-based access, least-privilege workflows, and auditable logs for every system the team touches.
AI output is reviewed by trained specialists before it reaches a client — no blind automation on client-facing material.
Activity logs, deliverable tracking, and audit-ready reporting from day one.
Proposal support, research and data enrichment, client support, administrative support, CRM management, knowledge management, and AI-assisted professional services workflows.
NDA-bound staff, restricted access environments, client-confidential workflows, and documented audit trails. AI assists with drafting and research but never touches privileged or confidential material without human review.
Yes. Proposal support scales with deal flow — we ramp up when you have multiple active bids and scale back between cycles. No permanent headcount for peak demand.
Yes. We operate inside Salesforce, HubSpot, Microsoft Dynamics, SharePoint, Confluence, Notion, and other platforms — with role-based access set by you.
No. AI drafts proposals, surfaces research and formats documents. Trained specialists verify every client-facing output — especially anything that goes into a proposal or client communication.
Pricing depends on scope and volume — per FTE, per deliverable, or as a monthly retainer. Agreed upfront with no hidden add-ons.
A 30-minute conversation is usually enough to scope the first professional services process worth moving.