5 min read
Scheduled AI agents for recurring client briefs
Putting a recurring brief on a schedule is easy. Keeping it useful past the third month is harder. How to set the rhythm, choose the reviewer, and decide when to switch it off.
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Practical guidance for consultancies
Source-backed client work, connected knowledge, reusable workflows, and models at a cost you control - written for the people who own delivery.
AI knowledge base for consultancies: what goes first
Most firms start a knowledge base by loading everything they have, and then get poor answers to every question. A small library of the right material, added in the right order, is useful from the first week.
Generic AI output: why it fails in client work
A generic draft is fluent and well organised, and you could send it to any client in the sector unchanged, which is the problem. Where generic output comes from and how to get rid of it.
Recurring client work for AI agents: what to pick
Most disappointing agents were set up for work that changes every time. A five-question test for picking recurring client work that an agent can repeat well.
Reuse past project work with AI in new engagements
Every consultancy has solved a version of the current problem before. The work sits in old project folders where nobody can find it, and some of it was never the firm's to reuse. Here is how to sort it.
AI model policy for teams: who sets the allowed list
Most consultancies never decided which AI models their people may use on client work. In practice, whoever signed up for a tool first settled it. How to make it a decision with an owner.
AI desk research for a client brief, step by step
Desk research is where most consultancies first try AI on client work, and where a fluent but unsourced answer can do the most damage. Here is a method for keeping the research tied to the brief and to sources you chose.
EU AI Act for professional services: what changed
The deadline everyone was watching just moved to December 2027. Two others already took effect in August. This is what an expert service firm needs to do now.
AI access control for firms: what should carry over
If an AI tool ignores your firm's existing permissions, you have a new access problem rather than a productivity gain. What should carry over, and how to check.
AI cost visibility for firms, by team and client
A single AI bill shows that spend went up, but not which client the increase came from, or whether a fixed-fee engagement is quietly losing money to usage nobody priced in. Cost visibility is the fix.
How to match the right AI model to each task
Choose the model for a task by what the task needs, not by whichever tool someone had open. Here is a framework for making that choice on purpose.
How to build an AI assistant for consultancies
An assistant is a workflow with enough of a firm's own methods and sources built in that someone can hand it a brief and get a first draft that already looks like the firm's work. What to define before building one.
How to turn a working method into a reusable workflow
A method becomes a workflow the moment someone writes down what stays the same every time it runs. Here is what belongs in that document, and what a real one looks like.
See how the consultancies pulling ahead are working.
A short walkthrough of Hebno, shaped around the kind of work your team does.