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.

01

Meeting capture

Structured summaries, decisions and action capture from meetings and transcripts.

02

Grounded knowledge assistance

Answers and drafts grounded in the project workspace and approved material.

03

Multi-step research

Assistance that can plan, search, review evidence and search again when required.

04

Document extraction agents

Defined extraction fields and rules that can be run across collections of documents.

05

Document refinement

Section-by-section drafting, tightening, expansion and house-style application.

06

Word and PowerPoint generation

Support for turning structured knowledge into common consulting deliverables.

07

Review queues

Human control points for sensitive, incomplete or high-impact outputs.

08

Workspace privacy

Project-level separation, role-based access and retrieval audit trails.

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.

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.

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.

Security

Controls for sensitive advisory work.

Protected workspaces

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

Access control

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

Data handling

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

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.

01Engagement knowledge stays connected
02Research and drafting use grounded context
03Review points stay visible
04Deliverables move from draft to publishable versions

Explore a similar workflow.

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

Discuss your use case
Discuss your use case