Project details
Services
Technology
Next.js: Provided a secure internal workspace for opportunity intake, research, and proposal drafting.
OpenAI API: Synthesized retrieved evidence into structured first drafts aligned with the opportunity.
pgvector: Found relevant proposals, case studies, pricing language, and notes across years of documents.
PostgreSQL: Stored opportunities, document metadata, approvals, and reusable proposal structures.
Background ingestion workers: Parsed and indexed large document sets without slowing the proposal workflow.
Challenge
A consulting firm received dozens of inbound opportunities every month. Partners spent hours reviewing discovery notes, past proposals, client requirements, and pricing documents before creating each proposal. The problem wasn't writing proposals. It was finding and synthesizing information scattered across years of documents.
Solution
We built an internal AI-powered knowledge system that searches previous proposals, case studies, pricing models, and client notes to generate a structured first draft tailored to each opportunity.
Impact