AI Workforce

Lead IntakeQualifies inbound enquiries from web + email · scores fit · routes to the right consultant.

gpt-5.5-turbo q:6

Discovery ScribeTurns discovery + scoping calls into structured summaries, requirements and action lists.

claude-opus-4-8 q:4

Proposal BuilderDrafts proposals + statements of work from discovery notes · scope, deliverables, price.

claude-opus-4-8 q:5

Scope EstimatorEstimates effort + price from comparable past engagements · flags margin risk.

gpt-5.5-turbo q:3

CRM HygieneDedupe, stage-update and enrich CRM records · recover stale deals · keep pipeline clean.

gpt-5.5-turbo q:1

Onboarding CopilotBuilds new-client kickoff packs · access requests, RACI, project setup tasks.

gpt-5.5-turbo q:4

Project StatusPulls Asana/Monday/ClickUp progress into weekly status reports · risks + next steps.

claude-opus-4-8 q:9

Meeting NotesTranscribes client + internal calls · minutes, decisions and owner-tagged actions.

gemini-3.1-pro q:6

Client Report WriterWrites weekly + monthly client reports in firm voice · outcomes, metrics, next steps.

claude-opus-4-8 q:5

Inbox TriageTriages shared + partner inboxes · drafts replies · escalates anything time-critical.

gpt-5.5-turbo q:11

Timesheet ChaserCollects timesheets, chases stragglers, updates utilisation + billable tracking.

gpt-5.5-turbo q:7

Invoice PrepDrafts invoices from milestones + timesheets · stages in Xero for partner review.

gpt-5.5-turbo q:3

Resource PlannerModels capacity + utilisation across the team · flags over-allocation · suggests moves.

claude-opus-4-8 q:2

Knowledge LibrarianFinds + reuses past decks, templates and case studies from the firm knowledge base.

gpt-5.5-turbo q:3

Market ResearchResearches prospects, sectors and competitors for pitches · citation-grounded briefs.

perplexity-sonar-pro q:2

Compliance GuardrailChecks requests against the SOW/MSA · flags scope-creep + contract risk for sign-off.

claude-opus-4-8 q:1