Case Studies
Accounting firm: proposal cycle 12 days → 2 days
A regional accounting firm was watching partners spend evenings drafting proposals from scratch. We shipped a proposal agent grounded in their approved language library — cycle time dropped from 12 days to 2, and win rate lifted 18%.
The challenge
Every new client proposal was drafted from a partial template plus significant partner rework. Median proposal cycle time (RFP received to proposal submitted) was 12 business days. Partners were doing the rework because the associates who could draft faster produced too many inconsistencies. Win rate on RFPs was stagnant at 34%.
Our approach
AI Readiness Audit + Agentic Workflow Sprint. The agent uses RAG against the firm's approved language library, historical winning proposals, and current pricing schedules. It drafts the full proposal from the RFP, flags gaps that need partner input, and formats to the firm's brand template. Partners review, edit, and sign off — median 90 minutes of partner time per proposal versus the previous 8+ hours.
The outcome
Live in 9 weeks. Median proposal cycle: 12 days → 2 days. Partner time per proposal: 8 hours → 90 minutes. Win rate on RFPs: 34% → 40% (attributed partly to faster response and partly to more consistent quality). More RFPs pursued because the cost per proposal dropped materially.