AI for consultancies: 93 Claude use cases

Clients and relationships

Whoever owns the client. In a boutique, the founder.

5 use cases

Researching a client before a meeting

Pulls together what has changed at a client or prospect since you last spoke, so the meeting starts on their agenda rather than yours.

ChatClaude in ChromeBrowserCRM

By hand45 min

With Claude5 min

ChatClaude in ChromeBrowserCRM

You give itThe organisation, the people you are meeting and your notes from last time.

You get backA one page brief covering recent results, leadership changes, announcements and news in their sector, with two or three questions worth asking. Every claim links to its source.

You stillDecide what you want from the meeting, and have it.

Writing up a client meeting

Turns a recorded meeting or your rough notes into the follow-up email and an update to the client record.

ConnectorSkillCall recordingEmailCRM

By hand30 min

With Claude4 min

ConnectorSkillCall recordingEmailCRM

You give itThe recording or your notes.

You get backA follow-up email setting out what was agreed and who does what next, the client record updated, and a list of anything the client mentioned that could turn into work.

You stillRead it before it goes, and decide which of those openings are worth following up.

Refreshing an account plan

Rebuilds the plan for a key client from the work you have done for them, who you know there, and what is coming up in their organisation.

ProjectConnectorCRMFile storage

By hand3 hrs

With Claude30 min

ProjectConnectorCRMFile storage

You give itPast proposals and statements of work, the client record and your own notes.

You get backThe relationship on a page: work done and fees billed, who you know and who you do not, their published priorities, and where the next piece of work is most likely to come from.

You stillDecide where to spend your time. The plan is a record. The relationship is yours.

Keeping the pipeline up to date

Reads the week's email and calendar and drafts the changes to each opportunity, so the pipeline meeting starts from something current.

ConnectorScheduled taskCRMEmailCalendar

By hand1 hr

With Claude10 min

ConnectorScheduled taskCRMEmailCalendar

You give itAccess to your email, calendar and CRM.

You get backA suggested stage, next step and close date for each live opportunity, with the email or meeting that prompted each change.

You stillConfirm the changes, and be honest about which deals have gone quiet.

Highest value

Keeping in touch with past clients

Finds past clients you have not spoken to for a while and drafts a note to each that refers to something real, such as their news or the work you did together.

Scheduled taskConnectorCRMEmail

By hand40 min

With Claude6 min

Scheduled taskConnectorCRMEmail

You give itYour client list and the date you last spoke to each.

You get backA monthly list of people worth contacting, a draft note for each, and the reason now is a good time.

You stillChoose who to contact, and rewrite anything that does not sound like you. SPI Research put the share of professional services revenue from existing clients at about seventy per cent.

Proposals

Private sector proposals, written around a full client week.

9 use cases

Turning a scoping call into a proposal outline

Turns the scoping conversation into a proposal outline: the situation in the client's own words, what they want to achieve, and the questions still open.

ConnectorSkillCall recordingFile storage

By hand1 hr 30

With Claude15 min

ConnectorSkillCall recordingFile storage

You give itThe call recording or your notes, and anything the client sent.

You get backAn outline with the client's words quoted where they matter, a first structure for the proposal, and the questions you did not ask on the call.

You stillChoose the angle and the approach. That is what wins the work.

Highest time

Finding the right case studies for a proposal

Searches your past proposals, final reports and case studies for the work most like this brief, and rewrites the best of them to fit.

ProjectConnectorFile storage

By hand2 hrs

With Claude10 min

ProjectConnectorFile storage

You give itThe brief, and access to wherever past work is kept.

You get backFive or six examples ranked by how closely they fit, each rewritten to the length this proposal needs, with client names removed where you do not have permission to use them.

You stillChoose which to use, and check that every outcome claimed is one you can stand behind.

Highest time

Tailoring CVs to the brief

Rewrites each team member's CV for this brief, in the length and template the client asked for, from their master CV and project history.

SkillProjectFile storage

By hand30 min

With Claude4 min

SkillProjectFile storage

You give itMaster CVs, the brief and any template the client supplied.

You get backA tailored CV for each person that leads with the most relevant work, and a note wherever someone's experience of this sector is thin.

You stillDecide who is on the team, and check that nothing has been stretched.

Highest time

Drafting the proposal

Writes a first draft in your house structure from the outline, your method library and past proposals.

ProjectSkillFile storageSlides

By hand16 hrs

With Claude3 hrs

ProjectSkillFile storageSlides

You give itThe outline, the approach you have chosen and your past proposals.

You get backA complete draft covering understanding, approach, workplan, team, credentials and commercials, with the sections that need your judgement marked rather than filled in, such as price, risk and anything it cannot know about this client.

You stillWrite the understanding and the approach yourself, or rewrite them heavily. The client is buying your thinking.

Building the workplan and fee

Turns the approach into a week by week workplan and a fee built from your rate card.

SkillConnectorSpreadsheetSlides

By hand2 hrs

With Claude20 min

SkillConnectorSpreadsheetSlides

You give itThe approach, the team and your rate card.

You get backA plan slide, a spreadsheet of days by grade by week, the total fee, and a check that the days in the spreadsheet match the plan.

You stillSet the price. Decide where to discount, and how much risk you are willing to carry.

Writing the assumptions and exclusions

Drafts the assumptions, dependencies and exclusions from the approach, so the boundaries of the work are written down before it starts.

SkillFile storage

By hand45 min

With Claude6 min

SkillFile storage

You give itThe approach and workplan.

You get backA list covering what the client must provide, data access, the number of interviews and workshops, review rounds and what is out of scope, with the items that most often cause overruns flagged.

You stillDecide which ones to hold firm on. They protect your margin later.

Checking a proposal before it goes

Reads the finished proposal against the client's brief and checks that it agrees with itself.

SkillFile storage

By hand1 hr

With Claude8 min

SkillFile storage

You give itThe proposal and the brief.

You get backRequirements in the brief that are not answered, figures that differ between sections, people named inconsistently, another client's name left in from an old proposal, and pages that are off template.

You stillMake the fixes that matter, and sign it off.

Turning a proposal into a pitch

Cuts the proposal down to a short pitch deck and drafts the questions the panel is likely to ask, with answers taken from the proposal.

SkillSlides

By hand4 hrs

With Claude40 min

SkillSlides

You give itThe proposal and the panel's names.

You get backA ten slide deck in your template, speaker notes split by presenter, and the likely questions, including the awkward ones about price and team.

You stillRehearse, and decide who says what. The panel is choosing the people in the room.

Highest value

Writing the extension proposal

Drafts the proposal for a second phase or an extension from what the current engagement has found, so it reads as the next step rather than a new pitch.

ProjectSkillFile storage

By hand5 hrs

With Claude45 min

ProjectSkillFile storage

You give itThe statement of work, the status reports, the latest findings and what the sponsor has said.

You get backA draft follow-on proposal making the case from the engagement's own evidence, with a workplan that picks up where this one ends.

You stillJudge whether the client needs more work, and have that conversation before anything is sent.

Public sector tenders

Framework call-offs and open tenders, each against a fixed deadline.

8 use cases

Highest value

Reading a tender pack

Reads the whole tender pack and pulls out the things that decide whether you should bid.

SkillOnline portalFile storage

By hand3 hrs

With Claude15 min

SkillOnline portalFile storage

You give itThe tender documents.

You get backDeadlines, the clarification window, mandatory requirements, pass or fail questions, evaluation weightings, word limits, insurance levels and anything unusual in the contract, on one page, with a list of what you would need to evidence.

You stillDecide whether to bid. Most wasted bid effort goes on tenders that should have been declined.

Building the compliance matrix

Turns the question set into the tracker the bid runs on.

SkillSpreadsheet

By hand2 hrs

With Claude10 min

SkillSpreadsheet

You give itThe tender documents.

You get backEvery question with its word limit, weighting, owner and internal deadline, and the past answers in your library that could be reused for each.

You stillGive each question an owner and hold them to the dates.

Highest time

Drafting the scored answers

Drafts each scored answer from your past bids, method library and case studies, to the word limit and in the order the question asks.

ProjectSkillFile storage

By hand20 hrs

With Claude4 hrs

ProjectSkillFile storage

You give itThe questions and scoring guidance, and your library of past answers.

You get backA draft answer to each question within its word limit, mapped to the scoring criteria, with the places you have no evidence marked instead of filled.

You stillDecide the win themes and the approach, and make sure every answer describes what you would actually do.

Writing the social value response

Drafts the social value answer against the model the buyer is using, from what your firm actually does, with commitments that can be measured.

SkillProjectFile storage

By hand4 hrs

With Claude40 min

SkillProjectFile storage

You give itThe question, and what your firm does now.

You get backA draft response with commitments, measures and dates, and a list of anything it would commit you to that you do not currently do.

You stillDecide what you will commit to. If you win, it becomes an obligation in the contract.

Filling in the procurement questionnaire

Completes the procurement specific questionnaire and checks your supplier record from your company details, policies, accounts and past contracts.

ProjectConnectorFile storageOnline portal

By hand4 hrs

With Claude30 min

ProjectConnectorFile storageOnline portal

You give itYour company documents and your last questionnaire.

You get backDraft answers, contract examples written up as the form asks, and a list of policies or certificates that are out of date.

You stillSign the declarations. Everything asserted has to be true, and you are the one saying it.

Handling clarification questions

Drafts your clarification questions and reads the buyer's published clarification log for anything that changes your answers.

SkillOnline portalEmail

By hand1 hr

With Claude10 min

SkillOnline portalEmail

You give itThe tender documents, your draft answers and the clarification log.

You get backDraft questions to send, and a list of your answers affected by what the buyer has told other bidders.

You stillDecide what to ask. Some questions tell competitors more than they tell you.

Writing your AI use statement for bids

Drafts the statement you give when a buyer asks whether AI was used to write the bid or will be used to deliver the work, which government guidance now suggests they ask.

SkillFile storage

By hand2 hrs

With Claude20 min

SkillFile storage

You give itHow your firm actually uses AI.

You get backA short statement ready to adapt, a description of how AI would be used in delivery, and how client data is kept out of tools it should not go into.

You stillKeep it true. Answers about bid writing are not scored, but answers about AI in delivery can be.

Learning from bid feedback

Reads the assessment summaries from bids won and lost, side by side, and shows where the marks were dropped.

ProjectFile storage

By hand1 hr 30

With Claude15 min

ProjectFile storage

You give itYour assessment summaries.

You get backYour scores by question against the winner's where the buyer published them, patterns that repeat across bids, and the answers in your library that need rewriting.

You stillDecide what to change before the next one.

Scoping and contracts

The statement of work, and keeping it in step as scope moves.

5 use cases

Turning the proposal into a statement of work

Converts the agreed proposal into a statement of work in your format or the client's: scope, deliverables, milestones, acceptance, assumptions, fees and payment.

SkillFile storageE-signature

By hand4 hrs

With Claude30 min

SkillFile storageE-signature

You give itThe agreed proposal and any template the client uses.

You get backA draft statement of work, and a list of anything in the proposal that is missing from it, or in it that was never in the proposal.

You stillNegotiate the scope, and sign it.

Reading the client's contract

Reads the client's master services agreement and marks the clauses a consultancy should look at.

SkillFile storage

By hand2 hrs

With Claude20 min

SkillFile storage

You give itThe contract.

You get backA summary of the liability cap, insurance required, ownership of what you produce, payment terms, termination, non solicitation, confidentiality and any clause on AI, with those that differ from your usual position flagged.

You stillDecide what to push back on, and take legal advice where the risk is real. This reads. It does not advise.

Highest value

Writing a change request

Drafts a change request when the scope moves, from the statement of work and what has changed.

SkillFile storageE-signature

By hand1 hr 30

With Claude12 min

SkillFile storageE-signature

You give itThe statement of work and a note of what the client has asked for.

You get backA description of the change, its effect on deliverables, timeline and fees, and the clause of the statement of work it relates to.

You stillDecide whether to raise it or absorb it, and talk to the sponsor first. Work outside scope that is never written up is fee that is never billed.

Setting up the data protection paperwork

Drafts the data processing agreement and, where interviews touch sensitive ground such as restructuring, the data protection impact assessment.

SkillFile storage

By hand1 hr 30

With Claude15 min

SkillFile storage

You give itThe engagement details and your templates.

You get backA data processing agreement with this engagement's details, a draft impact assessment with risks and safeguards, and a retention period for recordings and notes.

You stillDecide whether you are acting as controller or processor, and sign off the assessment.

Spotting work outside the scope

Compares what the team is doing, from status reports and timesheets, against the statement of work and flags anything outside it.

Scheduled taskConnectorTimesheet softwareFile storage

By hand30 min

With Claude5 min

Scheduled taskConnectorTimesheet softwareFile storage

You give itThe statement of work, and access to status reports and timesheets.

You get backA weekly list of requests and activities that are not in scope, with the time spent on each so far.

You stillDecide which to charge for and which to treat as goodwill.

Running an engagement

Plans, status reports, steering packs and the RAID log.

7 use cases

Building the kick-off deck

Builds the kick-off deck from the statement of work and the proposal.

SkillSlidesFile storage

By hand6 hrs

With Claude45 min

SkillSlidesFile storage

You give itThe statement of work, the proposal and the client's template.

You get backA deck covering objectives, scope, approach, plan, team, governance and next steps, plus a first stakeholder map, a responsibility matrix, the interview schedule and the data request list.

You stillDecide how the engagement will be governed, and run the meeting.

Highest time

Writing the weekly status report

Drafts the weekly status report from the plan, the RAID log, workstream updates and the week's meetings.

Scheduled taskConnectorFile storageTimesheet softwareEmail

By hand3 hrs

With Claude20 min

Scheduled taskConnectorFile storageTimesheet softwareEmail

You give itAccess to the plan, the log, the team's notes and the time booked.

You get backProgress against plan, a RAG status with the reason for it, next steps, risks, decisions needed and budget used, in the client's format.

You stillDecide what the sponsor needs to hear, and set the RAG status honestly.

Highest time

Preparing the steering committee pack

Assembles the steering committee pack and pre-read from the status reports, the RAID log, the engagement finances and the emerging findings.

ProjectSkillSlidesFile storage

By hand12 hrs

With Claude1 hr 30

ProjectSkillSlidesFile storage

You give itAccess to the engagement files and the client's template.

You get backThe pack in the client's template, a one page summary, the decisions needed with the options for each, and a draft agenda.

You stillChoose which decision to force and which risk to escalate. That is the meeting.

Writing minutes and the action log

Turns a recorded client meeting into minutes and updates the action log.

ConnectorCall recordingEmail

By hand45 min

With Claude5 min

ConnectorCall recordingEmail

You give itThe recording.

You get backMinutes with decisions recorded, each action given an owner and a date, and a draft email to attendees.

You stillCorrect what it got wrong, send it, and chase the actions that matter.

Keeping the RAID log current

Reads the week's notes and emails and proposes additions to the log of risks, assumptions, issues and dependencies.

Scheduled taskConnectorSpreadsheetEmail

By hand45 min

With Claude8 min

Scheduled taskConnectorSpreadsheetEmail

You give itAccess to the log and the week's notes.

You get backNew entries suggested with the source of each, and existing entries overdue for review.

You stillJudge how serious each one is, and own what is done about it.

Chasing data requests

Tracks the data request list and drafts reminders to the people at the client who owe you information.

Scheduled taskConnectorEmailSpreadsheet

By hand40 min

With Claude6 min

Scheduled taskConnectorEmailSpreadsheet

You give itThe data request list.

You get backDrafted reminders, firmer the longer an item has been outstanding, and a weekly note of what is holding up the analysis for the status report.

You stillSend them, and escalate the ones that threaten the plan.

Tracking the engagement budget

Compares time booked with the budget and forecasts the cost to complete.

ConnectorScheduled taskTimesheet softwareSpreadsheet

By hand1 hr

With Claude10 min

ConnectorScheduled taskTimesheet softwareSpreadsheet

You give itThe budget and access to timesheets.

You get backBudget used by person and phase, the forecast at completion, the margin that implies, and an early warning if the engagement is heading over.

You stillDecide whether to talk to the client, change the team or absorb it.

Interviews and workshops

Discovery. Ten to forty interviews, and every one written up.

7 use cases

Writing interview guides

Drafts an interview guide for each stakeholder group from the questions the engagement has to answer.

SkillFile storage

By hand1 hr 30

With Claude12 min

SkillFile storage

You give itThe engagement questions and the list of interviewees.

You get backA guide for each group with opening, core and probing questions, timings, and the points each group is best placed to speak to.

You stillDecide what you need to find out, and who you need to hear it from.

Highest time

Writing up interviews

Turns an interview recording or notes into a write-up in your template, tagged against the engagement's questions.

ConnectorSkillCall recordingFile storage

By hand1 hr 30

With Claude8 min

ConnectorSkillCall recordingFile storage

You give itThe recording or notes, and your template.

You get backA write-up with the main points, direct quotes and themes tagged, with anything the interviewee asked to keep off the record left out.

You stillHear what was not said. You were in the room and it was not.

Highest time

Pulling themes across interviews

Reads all the write-ups together and groups what people said by theme.

ProjectFile storage

By hand16 hrs

With Claude2 hrs

ProjectFile storage

You give itThe interview write-ups.

You get backA theme table showing how many people raised each point, split by stakeholder group, with representative quotes, where groups disagree, and a link back to each write-up.

You stillDecide what it means. One senior voice can matter more than twenty others.

Writing up a workshop

Turns photographs of flip charts and sticky notes, and the recording, into a workshop write-up.

ConnectorSkillPhotosCall recording

By hand5 hrs

With Claude40 min

ConnectorSkillPhotosCall recording

You give itThe photographs and the recording.

You get backThe outputs transcribed and grouped the way the room grouped them, the votes, the actions, and a short summary to send to attendees.

You stillRun the workshop, and decide what goes back to the room.

Designing a workshop

Drafts the agenda, exercises, timings and materials from what the workshop needs to achieve.

SkillSlides

By hand3 hrs

With Claude30 min

SkillSlides

You give itThe objective, the attendees and the time available.

You get backAn agenda with timings, instructions for each exercise, the slides and templates, and a list of what to print or set up.

You stillFacilitate it. Getting the quiet people to speak is the skill.

Designing and analysing a survey

Drafts the questions from the engagement's hypotheses, then analyses the results export, including the free text.

SkillArtifactsSurvey toolSpreadsheet

By hand8 hrs

With Claude1 hr

SkillArtifactsSurvey toolSpreadsheet

You give itThe hypotheses, then the results.

You get backA question set with a note on bias in the wording, then an analysis with charts, differences between groups and free text comments coded by theme.

You stillDecide what to ask, and what the results mean.

Building the emerging findings pack

Builds the emerging findings pack from the theme table and the analysis so far.

ProjectSkillSlides

By hand6 hrs

With Claude45 min

ProjectSkillSlides

You give itThe theme table, the analysis and the client's template.

You get backA draft pack in the client's template, anonymised quotes, and each finding linked to how many people raised it.

You stillDecide which findings to play back, and how to handle the ones the sponsor will not like.

Research and analysis

Desk research, client data and benchmarks.

7 use cases

Highest time

Researching a client's sector

Produces a sector briefing before kick-off, with every figure sourced.

ChatClaude in ChromeBrowser

By hand8 hrs

With Claude45 min

ChatClaude in ChromeBrowser

You give itThe sector and the questions you need answered.

You get backMarket size and growth, the main competitors, regulation, recent news and published analysis, with each source linked, and a note of where sources disagree or are out of date.

You stillDecide what matters for this client.

Profiling competitors

Builds side by side profiles of a client's competitors from annual reports, filings, websites and news.

Claude in ChromeSkillBrowserSpreadsheet

By hand4 hrs

With Claude30 min

Claude in ChromeSkillBrowserSpreadsheet

You give itThe competitor names and what you want to compare.

You get backA comparison table and a short profile of each, with sources linked and gaps marked where nothing is published.

You stillJudge where the client stands and what it should do about it.

Reading the client's documents

Reads the strategy papers, board minutes, policies and reports a client hands over at the start and summarises each against the engagement's questions.

ProjectFile storage

By hand8 hrs

With Claude40 min

ProjectFile storage

You give itThe documents and the questions.

You get backA summary of each document, a cross reference showing which documents speak to which questions, and any places where the documents contradict each other.

You stillRead the ones that matter yourself.

Cleaning the client's data

Takes the extracts a client sends and makes them usable, with headings made consistent, duplicates removed and files joined.

CoworkSkillSpreadsheet

By hand6 hrs

With Claude1 hr

CoworkSkillSpreadsheet

You give itThe data extracts.

You get backA clean dataset, a log of every change made, and a list of questions for the client about gaps and oddities.

You stillDecide what the data can and cannot support.

Building a benchmark comparison

Compares a client's figures with published comparators.

Claude in ChromeSkillSpreadsheetBrowser

By hand5 hrs

With Claude45 min

Claude in ChromeSkillSpreadsheetBrowser

You give itThe client's figures and what you want to compare them with.

You get backA table and charts with each comparator's source, and a note wherever the comparison is not like for like.

You stillDecide which comparisons are fair, and what they say.

Checking a financial model

Reads a model and checks it for broken formulas, typed-in numbers, inconsistent units and totals that do not add up.

SkillSpreadsheet

By hand3 hrs

With Claude30 min

SkillSpreadsheet

You give itThe model.

You get backA list of errors and inconsistencies with the cell references, and the figures in the deck that no longer match the model.

You stillOwn the assumptions. A model that calculates correctly can still be wrong.

Highest value

Drafting a business case

Drafts a business case in the five case structure the public sector uses, from your analysis and the options you have appraised.

ProjectSkillFile storageSpreadsheet

By hand16 hrs

With Claude2 hr 30

ProjectSkillFile storageSpreadsheet

You give itThe analysis, the options and the client's template.

You get backA draft with the strategic, economic, commercial, financial and management cases, and the places where the evidence is missing marked rather than filled.

You stillMake the recommendation, and stand behind the numbers.

Decks and reports

The final deck, the report and every version of it.

9 use cases

Highest time

Turning a storyline into slides

Builds draft slides from your storyline, with action titles, the supporting evidence and charts drawn from the analysis.

SkillProjectSlidesSpreadsheet

By hand16 hrs

With Claude2 hrs

SkillProjectSlidesSpreadsheet

You give itThe storyline, the analysis and the template.

You get backA full draft deck in the template, each slide with an action title and a source note, and the slides where the evidence is thin marked.

You stillOwn the storyline and the recommendation, and rewrite the titles until they say what you mean.

Highest time

Moving a deck into the client's template

Moves a deck onto the client's master slides, with fonts, colours, layouts, logos, footers and charts restyled.

SkillSlides

By hand4 hrs

With Claude20 min

SkillSlides

You give itThe deck and the client's template.

You get backThe deck on the client's template, and a list of the slides that did not move across cleanly.

You stillRead it through before it goes.

Updating charts when the numbers change

When the model changes, updates every chart, table and figure quoted in the deck and the report.

CoworkSkillSpreadsheetSlides

By hand2 hrs

With Claude10 min

CoworkSkillSpreadsheetSlides

You give itThe updated model and the deck.

You get backAn updated deck and a list of every figure that changed, including numbers quoted in the text.

You stillCheck the story still holds with the new numbers.

Drafting the executive summary

Drafts a one page executive summary from the finished deck or report.

SkillFile storage

By hand2 hrs

With Claude20 min

SkillFile storage

You give itThe deliverable.

You get backA one page summary that leads with the recommendation, and a shorter version for a covering email.

You stillWrite the final version yourself. It is the page the board will read.

Cutting versions for different audiences

Cuts the main deck into versions for the board, the executive team and a staff briefing.

SkillSlides

By hand4 hrs

With Claude30 min

SkillSlides

You give itThe deck and a note of each audience.

You get backA version for each audience at the right length, with sensitive material taken out of the ones going wider.

You stillDecide what each audience should hear.

Highest value

Checking every source and citation

Checks every reference, statistic and quotation in a deliverable against its source before it goes to the client.

Claude in ChromeSkillBrowserFile storage

By hand4 hrs

With Claude30 min

Claude in ChromeSkillBrowserFile storage

You give itThe deliverable.

You get backEach citation with whether the source was found and whether it says what the report says it does, and a list of anything that cannot be traced.

You stillFix or remove whatever fails. In 2025 Deloitte refunded part of an Australian government fee after a report was found to contain invented references.

Proofreading and consistency checks

Checks a deck or report for spelling, consistent figures and terms, the right client name and working cross references.

SkillFile storage

By hand3 hrs

With Claude15 min

SkillFile storage

You give itThe deliverable.

You get backA list of issues by page or slide, including any figure that appears differently in two places.

You stillSign it off.

Writing the full report from the deck

Drafts the written report some clients want alongside the deck, from the deck, the analysis and the appendices.

ProjectSkillFile storage

By hand12 hrs

With Claude1 hr 30

ProjectSkillFile storage

You give itThe deck and the analysis.

You get backA draft report with the argument written out in full, tables and charts carried across, and appendices assembled.

You stillDecide the tone, and rewrite the recommendations in your own words.

Building the implementation roadmap

Turns the recommendations into a phased roadmap with owners, dependencies and milestones.

SkillSlidesSpreadsheet

By hand4 hrs

With Claude40 min

SkillSlidesSpreadsheet

You give itThe recommendations and what you know of the client's capacity.

You get backA roadmap slide, a more detailed plan in a spreadsheet, and the dependencies that would stop a phase starting.

You stillDecide the order. Sequencing is where recommendations succeed or fail.

Close-out and credentials

Handover, lessons learned and the case study.

5 use cases

Assembling the handover pack

Gathers the final deliverables, models, working files and guides into the pack the client keeps, with a summary of what knowledge has been transferred.

CoworkConnectorFile storage

By hand8 hrs

With Claude1 hr

CoworkConnectorFile storage

You give itAccess to the engagement folder.

You get backA handover pack organised the way the client will use it, and a summary of what was delivered against the statement of work.

You stillRun the handover sessions. Knowledge transfer happens in conversation, not in a folder.

Highest value

Writing the case study at close-out

Writes the case study from the engagement's own documents while they are fresh, in the three lengths proposals and frameworks ask for.

ProjectSkillFile storageEmail

By hand4 hrs

With Claude25 min

ProjectSkillFile storageEmail

You give itAccess to the engagement folder.

You get backA paragraph for proposals, a one page case study, a short evidence statement for framework questions, an anonymised version of each, and a draft request to the client for permission.

You stillAsk the client for permission and a quote. Decide what the story is.

Updating CVs after an engagement

Adds the engagement to each team member's master CV, so it is there for the next proposal.

SkillProjectFile storage

By hand30 min

With Claude4 min

SkillProjectFile storage

You give itThe team list and the engagement summary.

You get backAn updated entry for each person describing their role and what they did.

You stillEach person checks their own entry.

Running the lessons learned review

Pulls the status reports, change requests, timesheets and client feedback into one review.

ProjectConnectorTimesheet softwareFile storage

By hand4 hrs

With Claude30 min

ProjectConnectorTimesheet softwareFile storage

You give itAccess to the engagement files and timesheets.

You get backMargin against plan, where time went over and why, what was agreed outside scope, and what to price differently next time.

You stillDecide what changes on the next bid. This is the review most firms skip.

Collecting client feedback

Drafts the feedback request and summarises what comes back.

SkillEmail

By hand1 hr

With Claude10 min

SkillEmail

You give itThe engagement and the sponsor's details.

You get backA short request to send, and a summary of the responses with anything worth a follow-up call flagged.

You stillHave the conversation. The honest feedback comes on the phone.

Resourcing and associates

Who works on what next month, and which associates to call.

5 use cases

Updating the resource plan

Reads the pipeline and the live engagements and drafts the plan for the next eight weeks.

ConnectorScheduled taskCRMTimesheet softwareSpreadsheet

By hand2 hrs

With Claude20 min

ConnectorScheduled taskCRMTimesheet softwareSpreadsheet

You give itAccess to the CRM and the current plan.

You get backWho rolls off when, who is unallocated, and where a deal closing would leave you short of the right people.

You stillDecide who goes where. It shapes careers as much as margin.

Finding the right associate

Searches your associates' CVs and the work they have done with you against what an engagement needs.

ProjectFile storage

By hand1 hr 30

With Claude10 min

ProjectFile storage

You give itThe requirement, and your associate CVs.

You get backA ranked shortlist with the reason for each, and the associates you have worked with before on similar clients.

You stillCall them, and judge the fit.

Briefing an associate

Builds the briefing pack an associate needs before they start.

SkillConnectorFile storage

By hand1 hr 30

With Claude15 min

SkillConnectorFile storage

You give itThe engagement folder.

You get backClient background, the scope, what has been done so far, your house style and templates, and who to contact for what.

You stillBrief them properly on a call.

Contracting an associate

Drafts the associate agreement from your template with the day rate, dates, and the confidentiality and data terms passed down from the client contract.

SkillFile storageE-signature

By hand1 hr

With Claude10 min

SkillFile storageE-signature

You give itYour template, the client contract and the engagement details.

You get backA draft agreement ready to sign, and a record of the reasoning behind the off-payroll status decision.

You stillMake the status decision yourself, and sign.

Making several contributors read as one firm

Takes sections written by different consultants and associates and brings them into your house style and a single voice.

SkillFile storage

By hand4 hrs

With Claude30 min

SkillFile storage

You give itThe sections and your style guide.

You get backOne document in a consistent voice, and a list of places where contributors contradict each other.

You stillEdit the argument. Consistency of style does not make the logic consistent.

Time, billing and cash

Timesheets into invoices, and cash in. Usually at month end.

6 use cases

Chasing timesheets

Checks who has not submitted time by Friday, drafts the reminders, and flags entries that look wrong.

Scheduled taskConnectorTimesheet softwareMessaging

By hand1 hr

With Claude5 min

Scheduled taskConnectorTimesheet softwareMessaging

You give itAccess to the timesheet system and calendars.

You get backReminders to send, and a list of problems such as time on a closed code, days with nothing booked, or hours that do not match the calendar.

You stillApprove the timesheets.

Highest time

Raising invoices

Drafts each client's invoice from approved time or milestones, in the format the statement of work requires.

ConnectorSkillTimesheet softwareAccounting

By hand3 hrs

With Claude20 min

ConnectorSkillTimesheet softwareAccounting

You give itAccess to the timesheet and accounting systems.

You get backDraft invoices with purchase order numbers and supporting detail, the timesheet backup, and a list of engagements where the time billed would exceed the budget.

You stillDecide on write-offs, and approve each invoice before it goes.

Reconciling time, invoices and the accounts

Compares the timesheet system, the invoices and the accounting system at month end.

ConnectorCoworkTimesheet softwareAccountingSpreadsheet

By hand4 hrs

With Claude30 min

ConnectorCoworkTimesheet softwareAccountingSpreadsheet

You give itAccess to all three.

You get backInvoices shown as unpaid that have been paid, mismatched account codes, rounding differences and time that has not been billed.

You stillSort out what it finds, and fix the cause.

Chasing overdue invoices

Drafts reminders on overdue invoices, firmer as they age.

Scheduled taskConnectorAccountingEmail

By hand45 min

With Claude6 min

Scheduled taskConnectorAccountingEmail

You give itAccess to the accounting system.

You get backA drafted reminder for each overdue invoice, and a note where a public sector client is past the thirty day payment term the Procurement Act requires.

You stillPick up the phone where the relationship matters more than the invoice.

Producing the WIP and revenue forecast

Pulls together unbilled work, what has been invoiced, and a forecast for the rest of the year from the pipeline and the resource plan.

ConnectorAccountingCRMSpreadsheet

By hand4 hrs

With Claude40 min

ConnectorAccountingCRMSpreadsheet

You give itAccess to accounts, timesheets and the CRM.

You get backWork in progress by engagement, revenue to date, and a forecast in three versions depending on which pipeline deals are counted.

You stillJudge which pipeline deals are real.

Processing expenses and rebilling them

Matches receipts to engagements and checks them against each client's expenses policy.

ConnectorSkillAccountingPhotos

By hand1 hr

With Claude10 min

ConnectorSkillAccountingPhotos

You give itThe receipts and client expenses policies.

You get backExpenses coded to the right engagement, those the client will not pay flagged, and the rebillable items ready to invoice.

You stillApprove them.

Leading the firm

Utilisation, margin, pipeline and people.

5 use cases

Producing the utilisation report

Builds the utilisation report from timesheets by person, grade and practice, against target.

ConnectorScheduled taskTimesheet softwareSpreadsheet

By hand3 hrs

With Claude20 min

ConnectorScheduled taskTimesheet softwareSpreadsheet

You give itAccess to timesheets and your targets.

You get backUtilisation by person with the trend, who is on the bench and for how long, and time booked to internal codes.

You stillHave the conversations. Low utilisation usually has a reason nobody wrote down.

Highest time

Preparing the monthly partners' pack

Assembles the partners' or board pack from the accounts, timesheets, pipeline and resource plan.

ProjectConnectorAccountingTimesheet softwareCRM

By hand12 hrs

With Claude1 hr 30

ProjectConnectorAccountingTimesheet softwareCRM

You give itAccess to those systems and last month's pack.

You get backRevenue, margin by engagement, utilisation, pipeline cover, cash and people, with commentary drafted on what moved and why.

You stillArgue about what it means in the meeting.

Reviewing margin by engagement

Compares fees with the cost of the time spent, across engagements, clients and types of work.

ConnectorSkillAccountingTimesheet softwareSpreadsheet

By hand4 hrs

With Claude30 min

ConnectorSkillAccountingTimesheet softwareSpreadsheet

You give itAccess to accounts and timesheets, and a cost rate by grade.

You get backMargin by engagement, client and type of work, and the patterns worth discussing, such as which fixed fee work tends to overrun.

You stillDecide what to price differently, and what work to stop chasing.

Preparing for appraisals

Gathers the year's evidence for each person: engagements, utilisation, feedback from managers and clients, and internal contribution.

ProjectConnectorFile storageTimesheet software

By hand2 hrs

With Claude20 min

ProjectConnectorFile storageTimesheet software

You give itAccess to timesheets and the feedback you have collected.

You get backAn evidence summary for each person, with the gaps where nobody has recorded feedback.

You stillMake the judgement and have the conversation.

Hiring a consultant

Drafts the job advert from the role profile, screens applications against criteria you set, and writes up interview notes.

SkillFile storageEmail

By hand3 hrs

With Claude30 min

SkillFile storageEmail

You give itThe role profile, your criteria and the applications.

You get backAn advert, a shortlist with the reason for each, and interview notes against the same criteria for every candidate.

You stillDecide who to hire.

Compliance and policies

The policies, certificates and declarations clients ask for.

6 use cases

Highest time

Answering a client's supplier questionnaire

Answers a client's supplier onboarding or information security questionnaire from your policies, certificates and previous answers.

ProjectSkillFile storageOnline portal

By hand6 hrs

With Claude45 min

ProjectSkillFile storageOnline portal

You give itThe questionnaire and your policy library.

You get backDraft answers, a list of questions you cannot currently evidence, and any answer that differs from what you told the last client.

You stillSign it off, and never claim a control you do not have.

Keeping policies up to date

Reviews your policies against current rules, including the Data (Use and Access) Act changes and the Employment Rights Act.

SkillProjectFile storage

By hand4 hrs

With Claude40 min

SkillProjectFile storage

You give itYour policies.

You get backA list of what is out of date and why, and redrafted sections for each.

You stillApprove the changes, and make sure people follow them.

Checking for conflicts before you accept work

Checks a new engagement against current and past clients and your conflicts register.

SkillConnectorCRMSpreadsheet

By hand45 min

With Claude8 min

SkillConnectorCRMSpreadsheet

You give itThe prospective engagement and your register.

You get backAny potential conflict with the reason it might matter, and a draft entry for the register.

You stillDecide whether to accept the work.

Tracking renewals and deadlines

Keeps a calendar of the renewals and deadlines a consultancy has to meet, and tells you what is coming up.

Scheduled taskCalendarFile storage

By hand30 min

With Claude5 min

Scheduled taskCalendarFile storage

You give itYour certificates, insurance and filing dates.

You get backA monthly list of what falls due, such as Cyber Essentials, insurance and your confirmation statement, with the documents each needs. The current management consultancy framework ends in July 2027.

You stillDo the renewals.

Writing the harassment risk assessment

Drafts the risk assessment the new duty to prevent sexual harassment calls for, covering time spent on client sites and with client staff.

SkillFile storage

By hand4 hrs

With Claude40 min

SkillFile storage

You give itHow and where your people work.

You get backA draft assessment, the measures you could take, and a short note for staff on how to raise a concern.

You stillDecide the measures, and talk to your team about them.

Writing your firm's AI policy

Drafts the policy that says which tools your people may use, what client data may go into them, and how outputs are checked before a client sees them.

SkillProjectFile storage

By hand5 hrs

With Claude1 hr

SkillProjectFile storage

You give itHow your firm uses AI now, and your client contracts.

You get backA draft policy covering tools, client data, checking and citing, and what to tell clients, with the clauses in your contracts that affect it.

You stillDecide the rules, and hold people to them.

Thought leadership and marketing

Articles, reports and posts, mostly written by partners.

5 use cases

Turning a point of view into an article

Takes a recorded conversation or your rough notes and drafts an article in your voice.

SkillConnectorCall recordingFile storage

By hand6 hrs

With Claude45 min

SkillConnectorCall recordingFile storage

You give itThe recording or notes, and past articles you have written.

You get backA draft article with a working headline, and a note of any claim that needs a source.

You stillHave the point of view, and rewrite it until it sounds like you.

Writing LinkedIn posts

Drafts posts from your articles, talks and anonymised findings.

Skill

By hand45 min

With Claude6 min

Skill

You give itThe source material.

You get backSeveral draft posts in your voice, each making one point.

You stillChoose, edit and post, and reply to the comments yourself.

Producing a research report

Analyses a survey or interview programme run for thought leadership and drafts the report, charts included.

ProjectArtifactsSurvey toolSpreadsheet

By hand40 hrs

With Claude8 hrs

ProjectArtifactsSurvey toolSpreadsheet

You give itThe results and your hypotheses.

You get backThe analysis, a draft report with charts, and the findings that surprised you, set out first.

You stillFind the insight. A report that confirms what everyone thinks will not be read.

Anonymising engagement findings for content

Takes findings from past engagements and removes anything that could identify the client, so they can be used in articles and talks.

SkillFile storage

By hand1 hr 30

With Claude15 min

SkillFile storage

You give itThe findings and the client contract.

You get backAn anonymised version, and a list of details that might still identify the client, such as its size, location or a distinctive event.

You stillCheck it against the confidentiality terms, and ask the client if in doubt.

Following up after an event

Drafts individual follow-ups after a talk or event, from the attendee list and your notes.

SkillConnectorEmailCRM

By hand2 hrs

With Claude15 min

SkillConnectorEmailCRM

You give itThe attendee list and your notes.

You get backA follow-up for each person worth contacting, referring to what you talked about, and the client record updated.

You stillDecide who is worth a meeting.

A partner's day

Clearing what does not need a partner.

4 use cases

Starting the day with a briefing

Reads your calendar, inbox and engagement updates each morning and tells you what the day holds.

Scheduled taskConnectorEmailCalendar

By hand30 min

With Claude3 min

Scheduled taskConnectorEmailCalendar

You give itAccess to your email, calendar and engagement files.

You get backEach meeting with its context and the last contact, the emails that need you, and the engagements that need attention today.

You stillDecide what to do about them.

Clearing the inbox

Sorts the inbox into what needs you, what can be answered from what is already known, and what can wait.

ConnectorSkillEmail

By hand1 hr

With Claude10 min

ConnectorSkillEmail

You give itAccess to your email.

You get backReplies drafted for the routine messages, and a short list of the ones that need a decision.

You stillSend them.

Rearranging the diary

Proposes new times when a meeting moves and drafts the messages to everyone affected.

ConnectorCalendarEmail

By hand30 min

With Claude5 min

ConnectorCalendarEmail

You give itAccess to your calendar and email.

You get backNew times that work for everyone, and the messages ready to send.

You stillDecide what gives way.

Reviewing a junior's draft

Gives a first read of a junior colleague's draft for structure, logic, evidence and style before you see it, so your review goes on the argument.

SkillFile storage

By hand1 hr 30

With Claude20 min

SkillFile storage

You give itThe draft and the brief it was written to.

You get backComments on the draft, and a short summary of the main issues.

You stillGive the feedback in person. That is how juniors learn.

The use case for AI in consultancies.

Where the time goes

Writing the same kinds of document again and again

Turning what was said into a document

Building and rebuilding slides

Chasing and reconciling

What a consultant does brilliantly, and what sits around it

93 things you could hand over, by function.

Clients and relationships

Researching a client before a meeting

Writing up a client meeting

Refreshing an account plan

Keeping the pipeline up to date

Keeping in touch with past clients

Proposals

Turning a scoping call into a proposal outline

Finding the right case studies for a proposal

Tailoring CVs to the brief

Drafting the proposal

Building the workplan and fee

Writing the assumptions and exclusions

Checking a proposal before it goes

Turning a proposal into a pitch

Writing the extension proposal

Public sector tenders

Reading a tender pack

Building the compliance matrix

Drafting the scored answers

Writing the social value response

Filling in the procurement questionnaire

Handling clarification questions

Writing your AI use statement for bids

Learning from bid feedback

Scoping and contracts

Turning the proposal into a statement of work

Reading the client's contract

Writing a change request

Setting up the data protection paperwork

Spotting work outside the scope

Running an engagement

Building the kick-off deck

Writing the weekly status report

Preparing the steering committee pack

Writing minutes and the action log

Keeping the RAID log current

Chasing data requests

Tracking the engagement budget

Interviews and workshops

Writing interview guides

Writing up interviews

Pulling themes across interviews

Writing up a workshop

Designing a workshop

Designing and analysing a survey

Building the emerging findings pack

Research and analysis

Researching a client's sector

Profiling competitors

Reading the client's documents

Cleaning the client's data

Building a benchmark comparison

Checking a financial model

Drafting a business case

Decks and reports

Turning a storyline into slides

Moving a deck into the client's template

Updating charts when the numbers change

Drafting the executive summary

Cutting versions for different audiences

Checking every source and citation

Proofreading and consistency checks

Writing the full report from the deck

Building the implementation roadmap

Close-out and credentials

Assembling the handover pack

Writing the case study at close-out

Updating CVs after an engagement

Running the lessons learned review

Collecting client feedback

Resourcing and associates