Sector
AI for Professional Services & Consulting
Proposals, documentation and coordination with many clients without overwhelming the team. Cerebro AI reuses your knowledge and frees senior time.
ProposalsDocumentationFollow‑upMulti‑client
–40% time
Preparing proposals and deliverables.
+12% win rate
More coherent and faster proposals.
Visibility
Status and workload by project and team.
- Living templates and past cases to generate drafts in minutes.
- Executive summaries and tracking of actions after meetings.
- Intelligent document tagging and role‑based access.
What AI can do here
- Generate draft proposals from templates and examples.
- Create executive summaries of extensive documentation.
- Extract agreements and next steps from minutes and emails.
- Classify and tag documents in repositories.
Processes to automate first
Where most time is lost and most visible to clients.
- Preparing proposals with content reuse.
- Summarising reports, minutes and technical documentation.
- Following up on actions after meetings.
- Organising and searching in knowledge repositories.
Impact we measure
Commercial and operational metrics.
- Time to prepare proposals and deliverables.
- Conversion from proposals sent to projects won.
- Capacity to handle more opportunities with the same team.
- Use and quality of shared documentation.
Why Xbrania for services
- Integration with project management tools, repositories and CRM.
- Access control, versioning and traces.
- Consistent tone across all proposals.
- Fast pilot and scale‑up by service lines.
Caso tipo
B2B services firm
We centralise templates, past cases and knowledge in a Cerebro AI.
- Proposal drafts ready in minutes.
- Consistent tone and deliverables.
- More opportunities managed without enlarging the team.
Does this fit your context?
If your team lives between proposals, documentation and coordination with many clients, we can review together what to automate first.