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Consulting & Advisory

AI workflows for consulting and advisory firms.

Make research, proposals, project delivery and reusable firm knowledge faster and more consistent, while professionals retain responsibility for the thinking.

Explore the AI Workflow Pilot Back to overview
The problem

Where time and value are being lost.

Research bottlenecks

Synthesising interviews, workshops and source documents into client-ready output absorbs senior time.

Inconsistent proposals

Proposal quality depends on who is writing and how recently a similar piece of work has been done.

Reusable knowledge is lost

Project insights, frameworks and reusable assets remain locked inside individuals and old engagements.

Relevant workflows

What we typically build first.

Workflow 01

Research synthesis

Input
Workshop notes, interview transcripts and source documents
Output
Themes, decisions, actions and a draft executive summary
Value
Faster client-ready output
Workflow 02

Proposal development

Input
Brief, prior proposals and relevant case material
Output
Structured first draft for partner review
Value
Faster commercial response, more consistent quality
Workflow 03

Meeting outputs

Input
Meeting notes or transcripts
Output
Structured record, decisions and follow-ups
Value
Less admin between sessions
Workflow 04

Report drafting

Input
Working notes, supporting analysis and prior reports
Output
Draft report for expert review
Value
Faster delivery, more time on analysis
Workflow 05

Quality review

Input
Draft document and review criteria
Output
Missing sections, inconsistencies and review prompts
Value
Stronger quality control before sign-off
Workflow 06

Knowledge management

Input
Approved past work, frameworks and case material
Output
Searchable answers linked to source assets
Value
Reusable firm knowledge, faster onboarding
Worked example

Workshop notes and interview transcripts into a structured update.

Drafted with AI assistance. Awaiting professional review. Nothing is sent automatically.

Before
Day 1 workshop - ops leadership team 8 interviews (raw transcripts) Operating model pain points captured Conflicting views on shared services Several quick wins surfaced repeatedly
After · Horizon AI draft
Executive summary

Operating model is broadly fit for purpose but straining in two functions. Near-term value lies in clarifying shared-services accountability and addressing repeat quick wins.

Key themes

Unclear ownership across shared services, inconsistent customer handover, underuse of existing data in core systems.

Decisions required

Confirm preferred shared-services model, agree accountability framework, approve sequencing of the quick wins.

Draft client update

Progress, themes, decisions required and proposed next steps, ready for partner review.

Governance

Designed so professionals stay in control.

  • Partner review on every client-facing output.
  • Engagement confidentiality and access controls scoped before any data is used.
  • Approved internal sources rather than open-web AI for substantive work.
  • Clear separation between workflow design and the professional judgement clients pay for.
HUMANin the loopClient / project contextAI-assisted workflowProfessional reviewApproved outputClient / firm record
External signal

Relevant context for consulting & advisory.

Adoption is moving fast in advisory

Major professional services firms have publicly committed to AI tools across research, drafting and internal knowledge, raising baseline client expectations.

Source: Public statements from major advisory firms
Governance now matters

The EU AI Act is being phased in from 2025, with transparency and human oversight requirements relevant to advisory work involving client data.

Source: European Commission
Implementation gap

The lift comes from redesigning research, proposal and reporting workflows around AI, not from giving every employee a licence.

Source: Industry observation
Get started

Test one workflow that matters to your firm.

We will reply personally to determine whether there is a suitable, measurable pilot opportunity.

Pilot application

Tell us about the work you want to improve.

Takes under a minute. We read every submission.

Or email info@horizonconsultants.ie

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