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Professional Services

AI Knowledge Tool for a Legal and Consulting Firm

A boutique legal and management consulting firm with 35 fee earners working across employment law, commercial contracts and organisational transformation.

Professional Services
4 hrs
Average proposal time (down from 3 days)
40%
Reduction in research time per fee earner
22%
More proposals submitted per quarter

The Challenge

Senior consultants were spending up to 40% of billable time on proposal writing, precedent research and internal knowledge retrieval — with years of IP locked in documents that were slow and inconsistent to search.

The Vantivio Approach

An AI Opportunity Scan and Solution Discovery Sprint revealed that staff avoided the internal knowledge base because it was too slow and inaccurate. The opportunity was building a tool that actually worked.

We built an AI knowledge assistant trained on the firm's documents, precedents and past proposals. Fee earners could ask questions in plain language and receive a structured, sourced response within seconds.

A proposal drafting layer generated structured first drafts for new engagements in minutes, drawing on past work and the firm's methodology. Partners edited rather than dictated from scratch. Access controls kept matter-specific information appropriately segmented.

Outcomes

  • Average proposal time (down from 3 days) — 4 hrs
  • Reduction in research time per fee earner — 40%
  • More proposals submitted per quarter — 22%

Services Used

AI DevelopmentAI StrategySolution Discovery Sprint

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