Déclic Conseil
The firm needed a visual identity and a website to present its services. We designed the one and built the other.
Professional Services
Put your firm's know-how to work.
Your past proposals, templates and client files hold most of your know-how, yet each new engagement often starts from a blank page. We organise those documents so your teams can find and reuse them, while keeping each client's files separate from the others.
Discuss how you organise your filesFree initial consultation
Your priorities
What slows a growing firm down.
Proposals rewritten every time
A similar proposal was written a few months ago, but nobody can find it, so the team writes it again.
Know-how held by the partners
Method questions mostly go up to the same people, which slows down both the engagements and the partners.
Scattered engagement tracking
Each engagement's progress, hours and deliverables sit in different files.
Use Cases
Four uses for a firm.
Search across files
Consultants query the firm's documents and get an answer with its source, limited to the files they're allowed to see.
Put company knowledge to workCompany knowledgeProposal preparation
A first draft is prepared from your proposals and templates, then a partner reviews and completes it.
Increase productivityRecurring client requests
Routine requests, such as a document or a progress update, are handled without tying up a consultant.
Improve the customer experienceCustomer experienceEngagement tracking
Each engagement's progress, time spent and deliverables, brought together in one dashboard.
Bring data together
Governance
Separate client files and cited sources.
A firm often commits in writing to protecting each client's information. So access rights follow the files, which means a consultant can get no answer drawn from an engagement they don't work on, and we check that with tests before go-live.
Every answer cites the document it comes from, and any deliverable prepared with AI is reviewed by a person before it goes to the client. We also check AI model providers' terms of use before choosing them.
Our approach
We start from your reference documents.
We begin by identifying with you the documents that make the firm's work good, such as the best proposals, approved templates and methods, then file them by type and by client.
The tool is only as good as those sources, so that's where we spend most of our time.
Our work
Our work for firms.
For the firms below, we built the website and the online identity. The AI uses described above are illustrated by the example that follows.
Overto
This independent firm needed a website to launch its business. We built its corporate website, designed for large-account clients.
Illustrative example
Illustrative example: preparing a proposal.
The consultant
Request
They describe the target engagement, the client's sector and the expected scope.
The system
Search
Similar proposals and templates are found among the documents they can access.
AI
First draft
An outline is prepared from those documents, with the source of each passage reused.
The partner
Review
The partner reviews, adapts and completes the proposal before it goes to the client.
FAQ
Frequently asked questions
How do you stop a consultant seeing another client's files?
Access rights follow your files, engagement by engagement. A consultant only gets answers from the files they work on, and we test that rule with test accounts before opening the tool to the firm.
Can AI write our proposals?
It can prepare a first draft from your past proposals and templates, with the source of each passage. The final proposal remains a partner's work, reviewed and adapted by them, because their judgment is what the client is paying for.
Are our documents used to train AI models?
It depends on each provider's terms, and we check them before choosing a model. When your documents must not leave the firm, the model can also run on your own infrastructure.
Do you also build websites for firms?
Yes, that's what we did for Déclic Conseil and Overto. A firm's website is mainly there to establish credibility with its target clients, and we design it from your areas of expertise and the references you're allowed to cite.
How much does a project for a firm cost?
The investment depends on the volume and condition of the documents to organise, how fine-grained the access rights need to be and the tools to connect. Model usage and hosting come on top, billed by their providers, either in your name or recharged at cost. So we set the amount after identifying your reference documents with you.
Let's discuss your priorities
Let's talk about how you organise your files.
Tell us where your proposals and templates sit today, and how long it takes to prepare a new one. We'll work out together what can be reused.
- The call lasts thirty minutes, by video.
- You speak directly with a Claro expert.
- Afterwards, we email you the next step we recommend.