AI workspace for consulting firms.Turn Client Data Into Recommendations.
Docsbench AI agents work through client data, interview notes, and your firm’s methods, build the analysis, and draft the diagnostic reports, readout decks, business cases, and roadmaps your engagements deliver.
- Weeks of analysis, one workspace
- Every finding traced to the client’s data
- Pushback without the rebuild
The Whole Engagement. One Workspace.
Bring the client’s data exports, interview notes, process documents, and financials into the engagement, together with your firm’s frameworks, rubrics, templates, and past deliverables. Docsbench’s agents read across all of it, so the evidence behind every finding is in one place from kickoff to the final readout.
Code the Client’s Evidence.
Operating records, spend lines, survey answers, and interview notes. Docsbench applies your firm’s taxonomy or assessment rubric, keeps each record’s reference, and sets aside the ambiguous cases for your review. The weeks spent sorting the client’s data become a coded evidence base the analysis can stand on.
“We re-key every order into the billing system.”
Process: manual handoffAR lead, 14 MarHigh“Nobody owns the customer master.”
Data: ownershipController, 11 MarHigh“The new portal helped, but only for some branches.”
Technology?Process?Ops manager, 15 MarNeeds review
Build the Case From the Evidence.
Baseline performance, compare regions and segments, model scenarios, and score the options against the client’s criteria. Docsbench separates what the data shows from what interviewees believe, and links each finding to the records behind it, so your team argues from evidence.
Order-to-cash: 41 days against a 28-day target
The 13 extra days, by cause
- Invoices held for missing POs9 d
- Credit checks2 d
- Pricing disputes2 d
Interviews blamed credit checks, which account for 2 of the 13 days.
Rework the Storyline When the Client Pushes Back.
A different discount rate. A region left out. An initiative deferred a year. Tell Docsbench what changed and which deliverables to update. It reworks the model, the report, and the deck, and shows what moved, so the next readout starts from revised work, not a rebuild.
At the client’s 10% hurdle rate the program returns $15.9M over ten years, and still clears the threshold.
Recommend proceeding: NPV $18.4M$15.9M
Built for Every Consulting Practice.
An operations assessment, a strategic choice, a transformation roadmap, an operating-model change, and a program in flight each start from different client evidence and end in a different package. Choose your practice.
Turn Operating Data Into the Improvement Roadmap.
“Classify 18 months of supplier spend to the client’s category tree, and size the savings opportunity by category against our benchmarks.”
“Map the order-to-cash process from the interview notes and system exports, and show where cycle time is lost at each step.”
“Draft the current-state assessment and a three-phase improvement roadmap in the client’s template, with the business case behind it.”
Spend less of the engagement building baselines and more of it testing the improvements with the client’s operators.
Savings by category
Facilities $1.4M · Logistics $1.2M · IT $0.9M
2. Current state
Spend is spread across 1,900 suppliers.
Improvement roadmap
$6.8M addressable savings across 14 spend categories.
- Word.docx
Operations Assessment Report. Current state, root causes, and the improvement roadmap, with the evidence for each finding.
- Excel.xlsx
Improvement Business Case. Baseline, savings by initiative, and costs, with working formulas and explicit assumptions.
- PowerPoint.pptx
Readout Deck. The findings, the roadmap, and the decisions needed, in the client’s template.
Editable Word documents. Excel workbooks. PowerPoint decks. Open the files, check the work, and keep refining.
From the Pitch to the Program.
The same workspace helps your firm win the work and keep it running.
Your Storyline. Your Recommendation.
Docsbench builds the analysis and drafts the deliverables. Your consultants direct the work, your engagement managers review it, and your partners decide what the client sees.
Can we check every finding before the readout?
Yes. Each finding, figure, and score links to the client records, interview notes, and calculations behind it. Inspect the coded evidence, formulas, and assumptions before anything goes to the client.
Can we use our own frameworks, templates, and past engagements?
Yes. Upload your assessment rubrics, capability models, report and deck templates, and previous deliverables. Docsbench follows your methods and formats and can edit existing files. The findings come from the current client’s evidence; past engagements shape the method, not the conclusions.
Can it work in the client’s template?
Yes. Supply the client’s deck or report template, and Docsbench builds the deliverable in it, with charts you can edit like any other.
Does Docsbench connect to the client’s systems?
It works on the exports and documents you supply: operating data, financials, inventories, and notes. Any change in the client’s systems remains the client’s and your team’s action.
Who owns the recommendation?
Your firm does. Docsbench applies your instructions and methods, builds the analysis, and drafts the deliverables. Your consultants interpret the evidence, and your partners decide what the firm recommends.
Spend the Engagement on the Advice.
Spend less time cleaning client data, building models, and reworking decks. Give your consultants more time for the analysis that changes the answer, the client conversations, and the next engagement.
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