Case study

Advisory Assistant

An AI workspace for consulting teams. A secure workspace that connects meetings, documents, decisions and engagement knowledge, then helps teams research, draft, refine and publish.

Challenge

Important context fragments across tools and people.

Consulting engagements generate large volumes of meetings, transcripts, notes, documents, actions, research, decisions and deliverables. Over time, useful context becomes difficult to find, validate and reuse.

Solution

A secure engagement workspace.

Advisory Assistant captures and connects engagement material so teams can carry context across long projects and use it to produce research, drafts, recommendations and deliverables.

Core capabilities

Built around the flow of advisory work.

  1. 01

    Capture

    Meeting capture creates structured summaries, decisions and actions from meetings and transcripts.

  2. 02

    Understand

    Grounded knowledge assistance works from the project workspace and approved material.

  3. 03

    Research

    Multi-step research can plan, search, review evidence and search again when required.

  4. 04

    Draft

    Document extraction agents and document refinement help turn project material into structured drafts.

  5. 05

    Review

    Review queues provide human control points for sensitive, incomplete or high-impact outputs.

  6. 06

    Publish

    Word and PowerPoint generation supports common consulting deliverables within protected workspaces.

Standout capabilities

Where the workspace does more than answer questions.

01

Document agents

Users can define extraction fields and rules once, then run the agent across a collection of documents. Useful scenarios include due diligence, contract review, policy analysis and document comparison.

  1. Documents
  2. Extraction agent
  3. Structured output
02

Recursive document refinement

The system processes a structured document section by section. It can preserve completed sections, fill missing sections, tighten language, expand content, apply a house style and create a new version without overwriting the previous one.

  1. Section 1
  2. Section 2
  3. New version
03

Agentic retrieval

The AI can plan what it needs to find, search for evidence, review that evidence and search again when required. Retrieval activity can be kept auditable so people can check the supporting trail.

  1. Question
  2. Plan
  3. Search
  4. Review
  5. Grounded answer

Security

Controls for sensitive advisory work.

Workspace

Protected workspaces

Engagement material is organised in protected workspaces with separation between clients and projects.

Access

Access control

Strong authentication and role-based access keep the right people close to the right material.

Separation

Data handling

Client content is not used to train provider models when configured with appropriate enterprise providers.

Review

Auditable activity

Agent and retrieval activity can be traced so teams can review sources, actions and outputs.

Outcome.

Advisory Assistant brings capturing, researching, drafting, refining and publishing into one connected workspace.

Engagement knowledge stays connected from capture to publishable deliverables.

  • Research and drafting use grounded context
  • Review points stay visible
  • Deliverables move from draft to publishable versions

Explore a similar workflow.

Speak to NudjAI about where a connected AI workspace could support your teams.

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Discuss your use case