Research briefing agent for a consulting practice

An agent that assembles client and market briefs from approved sources before kickoff workshops.

Professional services · Client services · Illustrative case study

Boutique professional services firm

Challenge

Consultants spent evenings assembling background packs from public sites, CRM notes, and prior decks — delaying preparation for live client sessions.

Approach

We constrained sources to approved corpora, required citation-style references in drafts, and kept partners as final editors.

Solution

A briefing agent that gathers company context, recent signals, and relevant past engagement notes into a structured kickoff brief.

Outcome

Illustrative composite: consultants arrive better prepared, with less last-minute research grind before client workshops.

Technical notes

  • CRM + document store retrieval
  • Citation-oriented draft structure
  • Partner review step before client use
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