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Use case · For consultants

AI for consultants, from question to deliverable.

Turn a client question into a sourced deliverable without the four-tool scramble. Research the market, synthesise the reading, draft across AI models and keep every claim traceable — so the brief holds up in the room.

AnalysisConsulting
04
In access today
04
Moves
02
Workflows
Working note · consultantscited

Scope the question[1]

Synthesise the inputs[2]

Draft across models[3]

Keep a reusable record[4]

[1] Research[2] Chat[3] Search[4] Storage

Example workflows

What it looks like end to end.

Flow 01

Market-entry brief

Research the market, size the opportunity, profile the incumbents and draft the recommendation — each section sourced — then export a brief the client can read and a record your team can reuse next time.

Flow 02

Expert-call synthesis

After a round of expert calls, collapse the notes into the three things that actually matter for the recommendation, with the supporting quotes attached.

What you can do

Four moves, one workspace.

The concrete work behind "ai for consultants" — not a feature list.

  1. 01

    Scope the question

    Open a notebook per engagement; branch threads for the market, the players and the recommendation so structure mirrors the deck.

  2. 02

    Synthesise the inputs

    Pull reports, interviews and articles into one place and draft the synthesis with sources attached.

  3. 03

    Draft across models

    Switch AI models mid-thread for framing, rewriting or stress-testing the argument — keep the whole history.

  4. 04

    Keep a reusable record

    File the artefact and the underlying sources so the next similar engagement starts from a template, not a blank page.

The stack under the work

The workspaces this job runs on.

Listed in the order the work moves through them, each carrying its live status.

Starts hereAvailable

Research

Notebooks that read, synthesise and reference. Branch, version, merge — turn a question into a defensible answer.

Open Research

What it reads against

Consulting work is only as good as its sources.

The reference collections this job draws on. Each is a page you can open and read before you trust a single answer.

Read against

How industries describe themselves, in their own words

Trade bodies and companies explaining their own market — where segment names and category definitions actually originate.

documents

Collections are libraries the workspaces read from, kept as what they are rather than flattened into one pile. See the full collection breakdown.

Questions

Frequently asked.

Can askFinz help write client deliverables?

Yes. You research and synthesise in one workspace, draft across multiple AI models in a single thread, and keep every claim traceable to its source so the deliverable is defensible.

Can I reuse work across engagements?

Filed artefacts and their sources are versioned and searchable, so a similar engagement starts from a template and a searchable record rather than a blank page.

Is my client material kept separate?

Each engagement lives in its own notebook and storage, and search respects what you've organised — the workspace mirrors how you'd separate client work yourself.

For consultants

Put it to work.

Request private access and we will walk through the workspaces this job runs on.

workspaces in access
4
workspaces in access
worked examples
2
worked examples
reference collections
4
reference collections

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