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Case Study

Case Study: Consulting Documentation

Meeting documentation time cut by 80%, quality improved

Challenge

Consultants spending hours writing meeting notes instead of client work

Solution

An AI workflow that records meetings, turns the transcripts into consistent structured notes, and drops them into the firm's existing tools.

Outcome

Meeting documentation time cut by 80%, quality improved

Client Small Consulting Firm
Industry Professional Services
Company Size 5-person firm

Key Results

80%
Time Reduction
6hrs
Saved Per Week
€15K+
Annual Savings
Figures reported by the firm over the first three months.

The challenge: notes that ate the billable day

The firm's consultants were spending hours each week writing up meeting notes - work that mattered but earned nothing, and that came out of the time they could have spent on client work. The notes were also inconsistent: each consultant captured different things, so the record depended on who happened to be in the room.

What we built

We built a documentation workflow around the meetings the consultants were already running, so the write-up happened on its own rather than as a separate evening job.

Record and transcribe

Meetings are recorded and transcribed, capturing the detail as it is said rather than from memory hours later.

AI summarisation

AI turns each transcript into a structured set of notes - decisions, actions, and follow-ups - in a consistent format every time, whoever ran the meeting.

Into the workflow

The notes drop into the firm's existing tools, so nobody has to copy them across or reformat them.

The result

Documentation time fell by about 80 per cent - roughly six hours a week back per consultant - and the notes got better, not worse. They now capture detail the manual write-ups used to miss, and they read the same whoever was in the meeting.

Why it worked

The work AI took over was the part the consultants least wanted to do and machines do well: capturing and structuring what was said. The judgement - what the meeting meant and what to do next - stayed with the people who bill for it.

Client details have been anonymised for confidentiality.

The AI-generated notes are actually better than what we were writing manually. They capture details we used to miss.

Managing Partner
Consulting Firm

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