Find the right document, draft the next deliverable, and stop outdated information from reaching clients.
Search across proposals, SOPs, meeting notes, and client deliverables. Create new work using your existing documents as context. Surface stale or conflicting information before it turns into a client-facing mistake.
Import documents
Ask across everything
"What pricing model did we use for the Acme engagement?"
Draft new deliverable
New SOW for Beacon Corp - based on Acme SOW structure, updated scope and pricing...
Stale content flagged
Getting started takes minutes, not months
No migration project. No IT involvement. One person can set this up for the whole team.
Start with one folder
Upload your 20-50 most-referenced documents: top proposals, core SOPs, key client deliverables. PDF, Word, Excel, and 15+ formats. Drag and drop or connect Google Drive.
Search and draft by day two
Once documents are in, every team member can search across them by meaning and start drafting new work using that knowledge as context. No training required.
Replaces the scavenger hunt
Instead of digging through Drive folders, Slack threads, and email attachments, your team asks one question and gets the answer with the source cited.
Real outputs, not demos
By the end of the first week you'll have: searchable firm knowledge, drafted deliverables grounded in past work, and flagged documents that need updating.
Why consulting teams struggle with documents
You have the knowledge. It's just trapped in the wrong places.
The right answer is buried
The proposal template you need is somewhere in last year's folder. The SOW language you want is in a doc you can't find. You know the answer exists -- you just can't get to it fast enough.
Every deliverable starts from an old draft
New client work begins with "find something similar and copy it." This works until someone copies the wrong version, with the wrong client's name still in it.
No one knows which version is current
SOPs get updated but nobody tells the team. Onboarding docs reference a process that changed six months ago. The most recent version is wherever whoever last edited it decided to save it.
Handoffs leak context
When a project changes hands, half the context lives in someone's head. Meeting notes are scattered. Key decisions are buried in email threads nobody will ever search.
What AiFiler helps you do
Three capabilities that change how your team works with documents.
Find firm knowledge fast
Search across every proposal, SOW, client report, and internal playbook by meaning, not filename. Ask a question and get an answer grounded in your actual documents, with sources.
Draft client-ready work in your voice
Create new deliverables using your existing documents as context. AiFiler drafts from your firm's knowledge, not generic templates, so the output sounds like your team wrote it.
Keep knowledge current
Surface stale or conflicting information before it reaches a client. Compare document versions, flag outdated content, and keep your team working from the same source of truth.
How teams use it
Practical workflows, not hypothetical features.
Proposal & SOW library
Search past proposals by industry, scope, or outcome. Pull proven language into new SOWs without starting from scratch.
SOP & onboarding hub
Centralize team processes and onboarding materials. AI flags when procedures reference outdated tools or steps.
Meeting notes to action items
Upload meeting notes and let AI extract decisions, owners, and next steps. Stop losing context between calls.
Status updates & client deliverables
Draft status reports grounded in project documents. Generate client-ready summaries from your working files.
Why this instead of Google Drive + ChatGPT?
| Capability | Drive + ChatGPT | AiFiler |
|---|---|---|
| Search across documents | Filename and keyword only | Semantic search by meaning |
| Answers grounded in your docs | ChatGPT can't read your Drive | Cites specific documents |
| Reuse existing firm knowledge | Manual copy-paste | AI drafts from your documents |
| Draft with business context | Generic AI output | Uses your actual language and style |
| Stale or conflicting docs | No visibility | Flagged automatically |
Search across documents
Drive + ChatGPT: Filename and keyword only
AiFiler: Semantic search by meaning
Answers grounded in your docs
Drive + ChatGPT: ChatGPT can't read your Drive
AiFiler: Cites specific documents
Reuse existing firm knowledge
Drive + ChatGPT: Manual copy-paste
AiFiler: AI drafts from your documents
Draft with business context
Drive + ChatGPT: Generic AI output
AiFiler: Uses your actual language and style
Stale or conflicting docs
Drive + ChatGPT: No visibility
AiFiler: Flagged automatically
Want help getting started?
Most teams self-serve -- upload documents and start searching in minutes. If you want a guided setup, we'll help import your initial documents and shape the workflow with your team.
We're onboarding a small number of consulting teams as design partners. Guided setup is free for early teams.
Before you start
Your team's knowledge deserves better than a file folder.
Start searching, drafting, and catching stale documents in minutes. Free trial, no credit card.