Professional services
Your firm's know-how, findable on the first try.
Methods, templates, proposals and what the firm learned on past engagements, connected from wherever it lives and answerable in plain English.
What professional services teams ask every week
Each of these has an answer somewhere in the company. Ingesto finds it, shows where it came from, and notices when the sources disagree.
Where the knowledge breaks down
Every engagement starts from zero
The firm has solved this problem before, but the work is buried in a client folder nobody thinks to open.
Templates multiply
Every team keeps its own version of the proposal and the statement of work, and they drift apart.
Lessons leave with people
What went wrong on a project is discussed on a call, maybe noted in a thread, then lost.
What an answer looks like.
Grounded in your own documents and conversations, with anything that disagrees flagged to its owner.
Use the fixed-fee proposal template in the Proposals library1. Since March, fixed-fee work also needs the change-request clause added to the statement of work2.
Illustrative example. Your answers come from your own sources.
Guides
Other teams
Questions, answered.
Yes. Connected engagement folders, proposals and threads are organized by topic, so asking whether the firm has done similar work returns the relevant material with its sources.
Make your knowledge base maintain itself.
Connect your tools once. Ingesto does the upkeep.