Proposal Generation Copilot

At-a-Glance

Sector: Commercial & Professional Services
Solution Type: Generative AI Copilot
Primary Techniques: LLMs, Retrieval-Augmented Generation (RAG), prompt orchestration
Deployment Model: Secure internal web application

The Challenge

A commercial professional services organisation was producing a high volume of bespoke client proposals across multiple service lines. Proposal development relied heavily on individual experience and informal knowledge-sharing, creating scalability and consistency challenges.

The Approach

An AI copilot that augments proposal authors rather than automating submission was designed, ensuring human ownership, traceability, and secure handling of sensitive data.

The Solution

• Query curated historical proposals
• Generate structured drafts aligned to templates
• Tailor tone and emphasis by client context
• Iterate rapidly on key proposal sections

Governance & Risk Controls

• Pre-approved documents only
• No external data leakage
• Embedded guidance and audit logging

Measured Impact

Client Feedback (Anonymised)

“This doesn’t replace our expertise — it gives us a strong starting point.”

“Every proposal now sounds like it came from one firm.”

Why This Matters

This case demonstrates how Generative AI can deliver immediate productivity gains while scaling organisational knowledge responsibly.