Searching
Finding a specific piece of information scattered across files, reports and exchanges in multiple tools.
AI & automation for B2B expertise firms
Less time searching, copying and drafting.
Less time searching, copying and drafting.
More time for your expertise.
Next Leap Consulting helps engineering firms, consulting firms and fiduciary companies turn their internal knowledge into AI assistants and automated workflows.
Goal: reclaim 5 to 10 hours per team member, per month.
The reality
Hours lost every week on tasks that could be automated.
Drafting
Turning hours of expert work into reports, summary notes or meeting minutes.
Collecting
Following up on and consolidating documents, data or approvals needed to move a file forward.
Coordinating
Getting information to flow between tools and teams that don't talk to each other.
Industries
An approach tailored to each area of expertise
Use cases, regulatory constraints and vocabulary differ from one field to another. We adapt our approach accordingly.
Engineering firms
Put your technical expertise to work without retyping it for every project.
- Tender preparation
- Technical note drafting
- Site follow-up and progress reports
- Regulatory watch
Specialized consulting firms
Save time on formatting, not on analysis.
- Summary notes and recommendations
- Tender responses
- Client presentation prep
- Building on past engagements
Fiduciary firms
Secure your use of AI under strict data-protection rules, without slowing your teams down.
- Year-end review preparation
- Client steering and reporting
- Data protection compliance
- New advisory engagements
Use cases
A few concrete examples commonly seen in expertise firms
Finding information across your files
Up to 80% time saved on information search
The problem
Your team loses time searching for a specific piece of information scattered across files, reports and exchanges in multiple tools.
Our solution
An assistant connected to your internal documents retrieves the relevant information in natural language, with its source.
Expected result
Up to 80% time saved on information search — several hours per week and per team member.
Drafting reports and meeting minutes
Up to 60% time saved on drafting
The problem
Every report, note or set of minutes starts from a blank page, even though the underlying data already exists in your files.
Our solution
A first draft is generated automatically from your templates, your data and your exchanges, then reviewed by a team member.
Expected result
Up to 60% time saved on drafting, cutting production time by half to a third.
Preparing tenders and proposals
Preparation time cut from 3-5 days to 1-2 days
The problem
Responding to a tender or preparing a proposal takes several days, often reusing references already used elsewhere.
Our solution
The AI drafts a first technical submission or proposal based on your references and past engagements, for an expert to validate.
Expected result
Preparation time cut from 3 to 5 days down to 1 to 2 days — up to 60% time saved.
Tracking and following up on missing documents
Up to 70% of follow-ups automated
The problem
Following up on documents, data or approvals is done manually, file by file, with a real risk of things falling through the cracks.
Our solution
Automated tracking consolidates expected documents, follows up with contacts, and flags stalled files.
Expected result
Up to 70% of follow-ups automated, with a significant drop in missed items and delays.
Preparing client meetings and presentations
Up to 50% time saved on preparation
The problem
Preparing a client meeting means cross-referencing multiple data sources and rebuilding a presentation every time.
Our solution
A summary and a presentation are generated automatically from your data, then validated before the meeting.
Expected result
Up to 50% time saved on preparation, freeing up time for more high-value meetings every week.
Capturing internal know-how
Answers in minutes instead of several hours today
The problem
The know-how of experienced team members stays in their heads, or in files no one can find again.
Our solution
An internal knowledge assistant makes your methods and past cases searchable, with the source for every answer.
Expected result
Answers in minutes instead of several hours of searching today, and faster onboarding for new team members.
In summary
An augmented firm for optimal productivity
Finding information takes several minutes, across several tools.
Information is retrieved in seconds, with its source.
Every report starts from a blank page.
A first draft is generated from your templates and data.
Document follow-ups are handled manually, file by file.
Follow-ups are automated and tracked in one consolidated view.
The know-how of experienced team members stays in their heads.
Know-how is captured and accessible to the whole team.
AI is used in isolated, ad hoc ways, with no shared framework.
AI is governed by a clear policy, known to everyone.
Time saved isn't measured.
Every gain is measured before being rolled out more broadly.
Our approach
A pragmatic method, from diagnosis to adoption
1
Diagnostic (2 weeks)
We map your processes, your tools and the tasks that consume the most expert time. Deliverable: a prioritized roadmap.
2
Pilot deployment (4 to 6 weeks)
We secure, configure and test a first use case with a small group of team members. Deliverable: an operational, measured process.
3
Roll-out
We train all the teams involved and track adoption over time. Deliverable: an embedded practice, with its own tracking metrics.
Calculator
How much time could your firm reclaim?
A simple estimate, to adjust based on your organization.
0
hours saved per month
0
hours saved per year
That's the equivalent of several weeks of work reinvested every year in your higher-value engagements.
Security
AI deployed within a controlled framework
Your files contain sensitive, technical or confidential information. Before any deployment, we set a clear framework across four areas.
Every tool is assessed before it receives sensitive information: vendor access, data retention, reuse, and subcontractors involved.
We verify where your data is hosted and processed, and under what contractual and technical guarantees.
Every use and every output is logged, so its origin can be traced and justified if needed.
No sensitive output goes out without review. AI prepares, a team member validates.