AI for professional services firms, built around client confidentiality and senior practitioner leverage.
Fortify AI deploys deliverable drafting, engagement summarization, knowledge retrieval, and proposal workflows into the firms that sell knowledge work delivered by named experts. Confidentiality-first configuration, dedicated tenant, and a managed services team operating it for you.
Client work product stays in your tenant.
Professional services firms live on confidentiality and proprietary methodology. Fortify AI is built so neither leaves your environment.
- Dedicated tenant, engagement work isolated to your environment
- We do not use customer data for model training or share it across clients
- Audit logging enabled by default, reviewable by your firm leadership
- Role-based access for partners, senior practitioners, and engagement staff
- Workspace-level isolation for sensitive engagements
- Underwritten by Lloyd’s of London cybersecurity insurance policy
The professional services workflows we ship first.
Deliverable drafting
First-draft client deliverables, reports, and memoranda generated from your inputs and your firm’s methodology. Reviewed and refined by your team.
Engagement summarization
Engagement-level summaries, status reports, and weekly client updates assembled from your project artifacts.
Internal knowledge retrieval
Your firm’s prior engagements, methodologies, frameworks, and proposals made searchable and conversational, scoped to authorized staff.
Proposal and RFP drafting
First-draft proposals and RFP responses built from your prior wins and your firm’s methodology, ready for partner-level review.
Meeting documentation
Client meeting notes, decision logs, and next-action summaries generated from your inputs and routed into your project tracker.
Research synthesis
Market scans, competitive analyses, and industry briefs synthesized for your engagement team with citation back to source.
Frequently asked questions
What counts as a professional services firm here?
Accounting and tax firms, management consulting firms, marketing and brand agencies, architecture and engineering practices, executive search, and other relationship-driven service businesses. If your firm sells knowledge work delivered by named experts, Fortify AI is built for you.
How does Fortify AI protect client confidentiality?
Customer data is isolated to your dedicated tenant. We do not use customer data for model training or share it across clients. Engagement letters, client deliverables, and proprietary methodologies stay inside your environment.
What workflows return value first for a consulting or accounting firm?
Deliverable drafting, engagement summarization, internal knowledge retrieval across prior client work, proposal and RFP drafting, and meeting documentation are typical first deployments. We start with the workflow that returns the most senior practitioner time in the first 90 days.
Does Fortify AI work for boutique firms under 50 employees?
Yes. Many of our deployments are boutique consulting, agency, and professional services firms in the 20 to 80 employee range. The Fortify AI engagement model scales down to firms where the founder is also the senior practitioner.
Ready to evaluate Fortify AI?
Book a 30 minute consultation with our team. We will scope your environment, identify the two or three highest-leverage AI deployments for your firm, and outline what a Fortify AI rollout looks like.