01IND-06
Proposal drafting
First drafts assembled from past winning proposals and approved boilerplate.
IND-06 · PROcstmAI™ · Custom AI for · Professional Services
Custom AI for professional services firms.
Consulting, accounting, engineering and agency firms sell what their people know. We build tools that make the firm's past work findable and reusable, from proposals to deliverables, without sending client files outside the firm.
Fig. 01 · Machine shop interior, Paterson, NJ
Every firm has the same problem: the best example of past work exists, nobody can find it, and client agreements limit where it can go. Search and drafting tools on your own hardware solve both.
We usually start with knowledge search across past deliverables and proposals, then add drafting tools that assemble first drafts from approved material, always citing the sources.
| Typical data | Proposals, deliverables, workpapers, research, engagement records |
|---|---|
| Common systems | Document management, PSA or ERP, CRM, file shares |
| Hardware | cstmAI Desk for a practice; Rack firm-wide |
| Rules in play | Client confidentiality terms, independence and records rules |
Common firm builds
The firm's best work, reused on purpose.
02IND-06
Knowledge search
Past deliverables and methods answerable by plain question.
03IND-06
Research assistant
Cited summaries across your research library.
04IND-06
Workpaper review
Checks against your standards, with exceptions flagged.
05IND-06
Engagement summaries
Meetings and engagement history condensed for the next team.
06IND-06
Expertise finder
Who has done this before, based on the work itself.
Reel 02 · Overhead crane above the shop floor, Paterson, NJ1994
How it's delivered
Four steps, each one signed off.
01
Discovery
Two weeks: pick the workflow, audit the data, size the hardware, write the evaluation set.
02
Build
A fixed-scope build against that evaluation set, reviewed every week with your team.
03
Burn-in & install
Hardware tested on our bench, then installed and connected on your site.
04
Operate
Your team runs it with our runbooks, or we run it for you.
FAQ
Questions we hear first.
Can client restrictions be enforced?
Yes. Permissions from your document system and client-matter tags can limit what each person's search can see, and we test those rules before launch.
Will it write proposals for us?
It drafts from your approved past material and cites it. Your people edit and own the result.
How much hardware do we need?
A practice group often starts on a cstmAI Desk; firm-wide use usually needs a Rack.
Get a quote
Spec your system.
Tell us the models you want to run, how many people will use them and where the hardware should live. An engineer replies with a first configuration and the questions that decide the quote.