Zeno
Sign inBook a demo
Menu

Management consulting

The work between the meetings.

Draft proposals and client packs from your firm’s own work. Keep each engagement separate.

Book a demoSee how the platform works →
  1. 01

    Company context

    Connect the brief, firm credentials and relevant past work.

  2. 02

    Agent starting point

    Choose a prebuilt agent or build one around your workflow.

  3. 03

    Reviewable work

    The proposal arrives with its supporting context and waits for partner review.

The Proposal Agent drafts from a client brief and relevant firm experience. A partner reviews the outline.

Management consulting customer story

KBC

How KBC made company knowledge easier to use.

KBC gave employees a faster way to find internal expertise and bring relevant knowledge into proposal work.

Read customer story
  • Minutes to secondsfor internal expertise searchFor the internal expertise-search workflow.
  • 10 to 12%more efficient proposal creationMeasured for the described proposal workflow.
  • Over 75%of employees active weekly after 18 monthsWeekly usage after 18 months.

The work

An agent per deliverable, not one assistant for the firm.

Give each agent a deliverable, engagement-level access and a partner for review.

Proposal Agent

Drafts a proposal from the brief and relevant firm experience.

ReadsClient brief, firm credentials and comparable engagements

Synthesis Agent

Summarizes interviews into findings with supporting quotations.

ReadsTranscripts and notes from the active engagement

  • Steering Pack Agent

    Builds the weekly pack and marks what changed.

    ReadsWorkstream trackers, prior pack and project plan

  • Benchmark Agent

    Finds comparable figures in your firm’s own studies.

    ReadsYour own past studies and benchmark sets

Governed workspace

One client never sees another.

Client trust depends on separation. An agent working on one engagement must not draw from another client’s material.

Governed workspace

Controls stay with the work.

Engagement access
The agent reads the active engagement and nothing else.
Firm knowledge
Credentials and methodology can be shared while client material stays separate.
Human checkpoint
Client work is reviewed by the partner whose name is on it.
Activity record
The workspace shows which engagements an agent received and when.

Before you ask

What partners ask first.

How do you keep one client’s material out of another’s deck?
Set access per engagement. The agent reads only material available to the person using it. Client files are not pooled.Details on Zero Data Retention (ZDR) and model-training policies: Security and Trust Center →
Will it invent a benchmark?
It uses your firm’s studies and cites the source of each figure. If a number is missing, it marks the gap.
What does it connect to?
Connect the systems your engagement uses, such as SharePoint and Outlook. IT governs access in the workspace.
Do partners have to change how they work?
No. The agent prepares a draft for partner review in the team’s existing document workflow.

One job, then the next

Start with the proposal your team writes every week.

Bring one recurring document. We will show the agent's setup, its company context and the person who reviews the result.

Book a demoAssess AI readiness