Research synthesis
Organize approved interviews and research into themes, with source references and unresolved questions.
Book a call about research synthesisEU-first AI for consulting & professional services
More time on the client’s problem.
Move from interview notes and project files to a first draft your team can build on.
For managing partners, engagement leads and knowledge-management teams. Start with approved data and a named reviewer.
Illustrative scenarios for evaluation. Not a Matrix customer story or a preconfigured industry solution.
The recurring work
Consultants repeatedly reconstruct project context, turn interviews into findings and start proposals from scattered past work. Review and client confidentiality still sit with the engagement team.
AI workflows for consulting
Proposal preparation
Assemble a draft scope and work plan from the client brief and approved reusable material.
Book a call about proposal preparationEngagement workspace
Build a small internal app for deliverables, open actions and weekly status, shaped around the engagement.
Book a call about engagement workspaceIllustrative workflow
Your approved sourcesFiles, records and the task brief
Matrix workspaceAgents, tools and a working draft
Your reviewA client-ready starting point for the engagement lead
Matrix / Engagement / Client research
A brief worth discussing.
Draft synthesis
What the interviews suggest
Teams describe a handover gap between intake and delivery. Confirm whether it is a process issue or a missing owner.
Interview 02 / §4Interview 05 / §2
Emerging themeHandover ownership needs clarificationCheck
Client workshopDraft agenda and open questions preparedDraft
Weekly statusThree actions waiting for the engagement leadReview
The inputs and tools
- Permission-cleared interview transcripts
- Approved proposal and delivery templates
- A redacted client brief and project status export
Use uploaded material or supported Drive and collaboration integrations. Limit the workspace to one engagement and approved project sources.
Every pilot begins with an agreed data sample, agent/provider configuration and a named reviewer. An export-based pilot does not establish a live integration.
A bounded first pilot
One engagement team, one weekly deliverable, two weeks. Draft the internal status brief and action tracker from a redacted project pack.
What to measure
Have the engagement lead compare drafting time, source coverage and review corrections with the existing process.
Where a person stays in charge
A consultant verifies every finding and approves client-facing work. Client material is used only with the required permissions and provider review.
Questions for your evaluation
Can we reuse material from one client on another engagement?
Only use material you have permission to reuse. Begin with approved templates and redacted project files, keep the pilot scoped to one engagement, and assess confidentiality and provider terms before adding client information.
Review European hosting and privacy considerations and self-hosting options before introducing sensitive data.
Why this workflow
The report discusses integrating AI into professional workflows alongside training, policies and client conversations. It does not establish Matrix outcomes.
Thomson Reuters: 2025 GenAI in Professional Services
The source establishes sector context. The use cases, pilot scope and evaluation measures above are Matrix’s proposed starting points; performance and fit must be tested with your team.
The workspace behind the workflow.
Keep the task, your files and the tools you build in the same Matrix computer. Start with research synthesis, then shape the workspace around your team.
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