Real capabilities our professional services clients deploy in their first 90 days.
Generate customised proposals, pitch decks, and RFP responses that incorporate client context, firm credentials, and relevant case examples.
Process primary and secondary research into concise briefing documents, hypothesis trees, and insight summaries for project teams.
Draft slide content, written reports, and executive summaries that match firm style guides and client communication preferences.
Generate project status updates, risk logs, meeting agendas, and action trackers — keeping complex engagements on track.
Convert complex financial models and scenario analyses into clear executive narratives for board and C-suite presentations.
Extract insights from past engagements, build searchable case study libraries, and surface relevant precedents for new projects.
Process expert call transcripts and interview notes into structured research summaries with key themes and implications.
Generate white papers, articles, and reports that establish firm expertise and support business development efforts.
Challenge: BCG consultants spent enormous time on research synthesis, report drafting, and proposal development — work that required intelligence but not necessarily the judgement that justifies consultant billing rates.
Solution: BCG deployed Claude as a core component of their internal AI platform (BCGX AI), enabling consultants to conduct rapid research synthesis, generate first-draft deliverables, analyse datasets, and draft client communications — all within BCG's secure environment.
Source: BCG AI strategy publications + Anthropic Enterprise Programme (2024)
"Claude allows our consultants to operate at a higher intellectual level — they are thinking, not transcribing."
— Boston Consulting Group (BCG)
Read full case study →Start with research synthesis — consultants save 5–8 hours per project with well-structured Claude outputs.
Build a firm-specific style guide and tone instructions into all Claude deployments.
Use Claude for the first draft of every deliverable — even a mediocre first draft saves hours.
12 specific use cases for professional services
Case StudyDocumented Anthropic customer story
Best PracticesLessons from 200+ deployments
RoadmapPhase-by-phase deployment plan
ROINumbers to justify investment
Related industries:
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