AI in consulting — with client data isolation

Assistant for preparing analyses and reports

Analytics and reporting

Problem: Preparing a report for a client starts with a blank page

How it works: Search mode for long contexts and complex research tasks; the model council compares the conclusions of several models and builds a synthesis

What you gain: The first version of the report is built from the client’s materials and several analytical perspectives — the consultant starts by editing, not with a blank page

Retaining expert knowledge

Adoption and skills

Problem: Consultants’ knowledge leaves the firm with them

How it works: A digital twin with a transparent Learning Log and memory export when the team changes; the knowledge audit (CDF-F0.K) organises what used to live in people’s heads

What you gain: A departing expert’s way of working stays in the firm in a form a successor can take over and develop

Standardising the quality of work with AI

Quality and standardisation

Problem: The quality of deliverables varies depending on who wrote the prompt

How it works: A Prompt Assistant based on the CRISPE standard, ready-made prompts available via a shortcut in the chat, and a central, versioned prompt register

What you gain: The quality of a deliverable no longer depends on who is at the keyboard — the best prompts become the firm’s standard

Automatic time reporting

Analytics and reporting

Problem: Recording time spent on projects is tedious and late

How it works: Time-block planning and automatic timesheets based on system activity and the calendar

What you gain: Time records come from actual work, not from memory on Friday afternoon — client invoices are complete and on time

AI readiness assessment and implementation plan as a consulting product

Adoption and skills

Problem: Clients ask their adviser how they should approach AI implementation themselves

How it works: The Initial Assessment (CDF-Eval) with an AI Readiness Index, and the CDF Academy as a training offer; the CATP partner programme for consulting firms

What you gain: The adviser gains their own certified product: a readiness assessment and an implementation programme based on a proven methodology

Isolated AI environments per client and project

Security and sovereignty

Problem: Data from different clients gets mixed in one working environment

How it works: Workspaces with data isolation and ABAC access decisions based on user, group and project

What you gain: The consultant sees only their project’s materials; the firm can show this in its confidentiality agreement with the client

Can we put client documents into AI tools?

Only into approved tools, with a contract and control over data location, and only to the extent permitted by the contract with the client. In SAIE, each client’s data sits in a separate area with its own permissions

Who is responsible for AI-assisted output?

The consulting firm, toward its client. AI prepares material with a source citation, and the expert is responsible for the conclusion

Will the data stay in Poland?

Yes, if you decide so: on-premises or in a cloud with data located in Poland