Use Cases By Industry Professional Services
By Industry - Professional Services

Professional services AI that finds
the past win and drafts the next proposal.

Seclura's Seclura Org Search makes your entire engagement history - deliverables, methodologies, pricing - instantly searchable. AI Agents turn that knowledge into action: auto-assembling proposals from past wins, sending project status updates to clients, and flagging margin risks before they become write-offs.

 Enterprise Search - ask anything  AI Agents - act automatically
25%
of a consultant's billable time is spent writing proposals and status reports rather than delivering
Consulting Org Network
15%
of billable capacity wasted in professional services firms due to poor utilisation visibility
Deloitte PS Research
$10M+
knowledge management failure costs for large professional services firms annually
IDC Knowledge Study
3 days
average time to create a proposal from scratch - AI-assisted firms cut this to <3 hours
McKinsey PS Survey

Pain points we eliminate

Proposal for a similar client takes 3 days because no one can find the right past deliverable
Billing disputes because utilisation and time logs are in different systems
Client onboarding insights locked in the head of the engagement partner who just resigned
No visibility into which team members have the right domain experience for the next pitch

What Seclura delivers

Engagement Search
Find deliverables, methodologies, and outcomes from past projects instantly
Proposal Drafting
Auto-assemble proposals from past wins with similar scope and sector
Utilisation Reports
Team utilisation, billable hours, and bench strength - always current
Client Intelligence
Full relationship history, open actions, and risk signals before every call
Connects to: SharePoint, Google Drive, Salesforce, HubSpot, timekeeping systems (Harvest, Toggl), and project management tools.

Agents that run without being asked

When RFP arrives
Agent finds 3 most relevant past proposals, extracts pricing and scope, and drafts a first-cut response in 10 minutes
Weekly
Agent sends each partner a utilisation report - billable vs bench by team - and flags anyone under 60% for 2+ weeks
When invoice is overdue >15 days
Agent sends payment follow-up email to client finance team and notifies engagement partner
Before client QBR
Agent compiles delivery highlights, open risks, upcoming milestones, and pending actions into a client-ready deck

See this in your environment

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