Research
Long documents summarised
Reports, studies, contracts and policy papers of several hundred pages become a structured summary with the key points, and follow-up questions are answered from the same document.
Industries · Professional Services
AI for professional services firms in research, documents and client work
theBlue.ai builds custom AI systems that analyse long documents, research across internal and external sources, draft in your firm’s tone and check the result before it reaches a client. Each system runs inside your own infrastructure or in the cloud, connected to your document management, CRM and your own applications.
AI in professional services: research, documents and drafts
AI in professional services searches internal material and public sources, summarises long documents and produces first drafts in the firm’s own tone.
In law firms, consultancies and agencies this supports research, proposal preparation and the reuse of earlier work. Results sit where the team works, for example in SharePoint, the DMS or Microsoft 365.
The gain: knowledge from past projects becomes findable, drafts appear sooner and client work starts from a better base. Professional review and responsibility for the result stay with the team.
Project example · RPP Group
Routine work crowded out the strategic work clients pay for
RPP Group, a leading public affairs consultancy, analyses political documents, structures policy information and drafts strategic communications. Summaries, extracted positions and first drafts took hours of senior staff time every week. ChatRPP, a multi-agent system fitted to the firm’s workflows and tone, now carries that routine layer.
Real time
Answers from internal and external data sources
QA agents
Outputs verified against internal standards before use
In-house
Confidential material processed inside the firm’s own infrastructure
Some of the organisations we have built for
What AI takes over
Nine processes AI takes over in professional services
In consultancies and professional services firms, routine steps take hours of expert time. AI takes over in research, drafting, quality control, proposals, client intake and monitoring.
Research
Research across your sources
Consultants ask in plain language and get an answer from internal documents and external sources at once, with a link to every passage it is based on.
Drafting
First drafts in your firm’s voice
Client letters, proposals, strategy papers and communication drafts are written in your tone and structure, ready for an expert to refine.
Knowledge
Past work made findable
Earlier deliverables, templates, methods and project notes become searchable by content, and a team starts from what the firm already knows.
Quality
Output checked before review
A second agent checks each draft against your templates, internal standards and the sources, and marks passages that need a closer look.
Proposals
Tenders and RFPs answered
Recurring questions in tenders and client questionnaires get draft answers from past proposals, references and team profiles, and your team verifies them.
Client intake
Client requests routed
Incoming requests are summarised, classified by topic and urgency and passed to the expert or team with the right knowledge and capacity.
Monitoring
Publications tracked for clients
New publications from institutions, markets and the press are collected, summarised and routed to the clients and consultants they concern.
Enablement
AI skills across departments
Hands-on workshops take marketing, legal, sales and operations teams from AI fundamentals to Copilot, ChatGPT and their own custom assistants.
How it works
From a long document to a checked summary
Uploaded: strategy paper, 164 pages
From: consultant New request
From: consultant New request
What are the main positions on funding, and which regions are affected?
Also, what is still open?
Summary · draft
Funding
Co-funding, 3 corridors, p. 12✓
Regions
North and East, p. 47✓
Open
Network fees, p. 88✓
Check
Figure on p. 91 differs from annex
Checked by the QA agent · ready for review
Illustrative example with invented data, based on the RPP Group case study.
Built for professional services
What AI in a professional services firm has to handle
Confidential client material, a professional tone and work that has to hold up in front of a client.
Client material stays inside
The system runs inside your own infrastructure or in the cloud, and confidential documents never leave the environment you control.
Your tone and templates
Drafts follow the way your firm writes to clients and stakeholders, in your structure and corporate identity.
A source for every statement
Summaries and answers link to the page or passage they come from, and an expert verifies them in seconds.
An expert signs off
The system analyses, drafts and checks. Advice, recommendations and everything that goes to a client stay with your experts.
Case studies
Multi-agent work, document summaries and AI training
Our project for a public affairs consultancy, automatic summaries of policy documents, and generative AI training for a testing, inspection and certification company.
–70%
Time on routine work
5 agents
Behind one orchestrator
Public affairs · RPP Group
Five specialised agents that work like an extra team member
Senior consultants spent hours on document analysis, data structuring and drafting, work that crowded out the strategic side. ChatRPP now carries it, in the firm’s own tone and inside their own infrastructure.
Read the case study
Automatic
Summarisation
Multi-language
EU documents
Public affairs · Policy-Insider.AI
EU policy documents summarised instead of read end to end
Analysts spent hours reading long EU policy documents to pull out the key points. AI now reads, summarises and flags the changes that matter, across languages.
Read the case study
4 teams
Sales, recruitment, management, operations
GenAI
Practical training
TIC industry · Control Union Poland
Four teams trained to automate their documentation work
Inspection and certification staff spent a large share of their time on repetitive documentation. We trained teams across four functions on the tools that take that work over.
Read the case studyHow to start
Start with one process and the data behind it
A document review, a proposal or a client inbox: the work your team does by hand today, and the data it runs on. We check early whether the data carries the use case and where it may be processed.
Describe your process
Tell us where the manual work sits and which data it involves. We come back within one business day with an initial assessment and a proposal for a 30-minute scoping call.
Describe your processStart with the process analysis
Workflows mapped, your data sources and requirements checked, and an architecture proposed with scope, timeline and cost. A standalone engagement with no commitment to proceed.
See the AI Discovery WorkshopFAQ
Questions about AI in professional services
In professional services, AI takes over work that consultants and experts otherwise do by hand: summarising long documents, researching across sources, writing first drafts, finding earlier work, checking output against internal standards, answering tenders, routing client requests and tracking publications. The AI system prepares the result, and the experts decide what goes to the client.
Several specialised AI agents, each focused on one type of task, coordinated by a main agent that routes each request. theBlue.ai built ChatRPP for the public affairs consultancy RPP Group this way: specialists for document analysis, drafting, strategic planning and policy research, plus QA agents that verify outputs. Time spent on routine manual tasks fell by 70 percent.
Yes. ChatRPP writes strategic plans, core messaging and communication drafts that match RPP Group’s professional tone and corporate identity, shaped the way the team addresses stakeholders and policymakers. The team describes the system as an additional team member whose output needs little editing.
It can. ChatRPP runs inside RPP Group’s own infrastructure, so confidential information never leaves the firm’s controlled environment. theBlue.ai deploys on-premise, in the cloud or hybrid, depending on where your data may be processed.
With hands-on workshops built around your work. For a real estate and property developer theBlue.ai delivered a full-day workshop that took marketing, legal, technical and operations teams from AI fundamentals to their own custom GPT assistants. Control Union Poland trained sales, recruitment, management and operations staff in practical prompt engineering.
With one process, such as summaries of one document type, and the data behind it. The process analysis has a fixed price from €3k and ends with an architecture proposal that states scope, timeline and cost, including where the data may be processed. The build is priced in milestones, and first working components typically arrive six to eight weeks in.
Tell us which process is costing you the most
Describe the process and we’ll come back within one business day with an initial assessment and a proposal for a 30-minute scoping call.
- Phase 1 is a standalone engagement, with no commitment to proceed further.
- Senior engineers from day one. No account managers, no handoffs.
- We integrate, never replace. Your systems stay exactly as they are.