This is a hypothetical example, not a Leverwork client.
Picture a boutique consulting firm with 8 support staff burning consultant time on research and proposal creation. Market research takes days, competitive analysis is inconsistent, and proposal decks take 20+ hours each. Senior consultants end up doing junior work instead of client-facing strategy.
The Challenge
This firm has an economics problem. Its support staff can't keep up with research demands, so senior consultants do the work themselves, spending premium time on routine tasks.
Here's what the managing partner might be dealing with:
- Market research taking 3-5 days per project, delaying kickoffs
- Proposal creation consuming 20+ hours of senior consultant time
- Competitive analysis inconsistent depending on who did the research
- Scheduling client meetings requiring 5+ emails back and forth
- Presentation deck formatting eating hours of valuable time
Every hour a senior consultant spends on research is an hour not spent on client strategy.
The Solution
An AI-powered research and operations workflow could take on the groundwork. A deployment might include:
- AI research assistant for market analysis and competitive intel
- Proposal drafting from firm templates and past proposals
- AI meeting scheduling with calendar and availability integration
- Presentation formatting that follows brand guidelines
The AI would draw on industry databases, news sources, and financial data, and synthesize them into consultant-ready briefs, competitive matrices, and market overviews for review.
The Goal
The goal: the team handles client communication, complex scheduling, and quality control on AI-drafted materials, and consultants focus on what clients pay for: strategy.
What Could Change for the Team
For a firm with this profile, senior consultants could stop spending premium hours on research tasks, and kickoffs could start with analysis already in hand.
Roles Involved
This scenario covers repeatable work across these roles. If you're considering similar automation, explore our detailed guides. For a broader look at how AI reshapes operations-heavy industries, see manufacturing AI: what actually works on the factory floor:
Takeaways
Insights from This Scenario
- Consulting firms can reduce research and proposal overhead
- AI research can be faster and broader than manual approaches, with consultant review
- Freeing senior talent from junior work keeps them focused on client strategy
- Consistent research inputs make proposal quality more even across the firm
Could This Work for Your Firm?
If your consulting firm is struggling with research bottlenecks, proposal overhead, or senior talent doing junior work–we'd love to show you what's possible.
Leverwork prices each deployment as a fixed-price setup plus a monthly retainer, scoped on a 20-minute call. Your 20-minute assessment estimates the figures for your roles.