Research across past projects
“Have we done something like this before?” AIPE searches shared project documents and shows the sources.
Learn moreIndustry
Services & project-based.
Your consultancy, agency or firm lives on knowledge. AIPE turns every case, deck and contact into a productive asset.
Sound familiar?
Every project starts from scratch
Similar cases, similar analyses — but nobody knows what the last team already worked out.
Senior knowledge doesn't scale
Juniors ask seniors. Seniors become the bottleneck. Growth costs capacity.
Compliance risk from shadow AI
Employees use ChatGPT with client data. Leadership knows — and doesn't want to know.
Churn costs knowledge
When a senior partner leaves, their experience goes with them. Forever.
What AIPE does for you
Institutional knowledge, finally usable
Cases, decks, analyses, minutes — all connected, searchable, AI-accessible. Not by file name, by meaning.
Prompt library for consulting standards
Vetted prompts for analysis templates, management summaries, presentation structures — shared, versioned, owned by the firm.
Organization-scoped AI governance
Granular RBAC controls who can access organization data and AI capabilities from one platform.
Project knowledge that resurfaces on the next engagement.
Consultancies, agencies, law firms and engineering offices sell knowledge. Yet every new project often starts from scratch: proposals, concepts and final reports from earlier engagements sit in folders nobody searches anymore, and the experience of senior colleagues only reaches junior teams if they happen to ask.
AIPE turns completed projects into a usable knowledge base. Documents go into files and projects, methods and standards into the wiki, and relationships between clients, topics and outcomes into the knowledge graph. In chat, teams research across these sources, draft proposals in Canvas and capture workshops with meeting recording. Per-resource permissions keep confidential engagements separate.
Use cases
What service teams use AIPE for
Proposals and concepts in Canvas
Open Word and PowerPoint files in the browser and have AIPE revise them precisely – formatting stays intact.
Learn moreMethod standards as templates
Store proven prompts with variables in the prompt library and share them with the team via code – for consistent results.
Learn moreDocument workshops
Record client meetings after notifying participants; a speaker-labeled transcript and summary are ready afterwards.
Learn moreAn agent per practice area
Dedicated assistants with instructions and documents for your areas of expertise that help new team members become productive faster.
Learn moreProject status from ClickUp and HubSpot
Query current tasks from ClickUp and deals from HubSpot in real time when preparing a status report.
Learn moreWorkflow
A new engagement – before and after
- Step 1
Understand the request
TodayA partner vaguely remembers a similar project from three years ago.
With AIPEResearch in chat across all shared project documents, with sources.
- Step 2
Write the proposal
TodayCopy an old proposal and laboriously adapt the content.
With AIPEHave a proposal drafted in Canvas from a template and relevant references, then review it.
- Step 3
Run the project
TodayMinutes are written afterwards from notes.
With AIPEWorkshops are recorded and summaries shared with the team.
- Step 4
Close the project
TodayResults disappear into the project folder.
With AIPEInsights go into the wiki and stay findable for the next engagement.
Data protection & control
Confidentiality per engagement
Service providers often work for competitors in the same industry. In AIPE, projects, files, wiki pages and agents get their own sharing settings, so only the respective team can access an engagement.
- Roles, groups and sharing per resource – including chats and agents.
- Configurable model providers and your own provider keys (BYOK).
- Analyze AI usage by person and cost center, for example for project billing.
- Data processing agreement (DPA) available online.
Relevant connectors
HubSpot provides contacts, companies and deals in real time; ClickUp feeds docs into knowledge and current tasks into search.
See all connectorsFrom practice
Management consultancy with four years of project data
A management consultancy had four years of project data in SharePoint that was practically unusable – every engagement started from scratch. The case study describes the path to usable project knowledge.
Read the case studyThe difference in numbers
–65%
Time per mandate for research and proposal drafting
3×
Faster onboarding for new hires
RBAC
Organization-scoped AI and data access
„We had four years of project data in SharePoint and still couldn't use any of it. AIPE changed that in weeks."
How often does your team start from scratch?
Three questions about bottleneck, search time and team. Then you see how much time AIPE gives back to your projects.
Project knowledge checkQuestion 1 of 3
Anonymous, no emailabout 60 seconds
Your consulting knowledge becomes a competitive edge.
30-minute demo. We'll show you concrete use cases from your industry.