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AI Resources & Insights

Most AI content is written for enterprises with dedicated data teams. This isn't that. These AI resources are for consulting firm leaders who want to know where AI actually moves the needle on winning work, resourcing, and margins. No theory. No hype. Just what's working, what's coming, and where firms like yours are getting an edge.

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Five client and cash questions firm leaders can answer before their next client or board meeting, by asking Claude, ChatGPT or Copilot connected to Projectworks through MCP. MCP is a common way for AI assistants to link to other software so they can look things up and make changes.

2026-11-13
Bernadette Keating

If Claude, ChatGPT or Copilot is already open somewhere in your working day, connect it to Projectworks and it can check delivery against the budget and draft changes for you to approve. The connection runs on MCP, a common way for AI assistants to link up with other software so they can look things up and make changes there.

2026-11-08
Bernadette Keating

Use Claude, ChatGPT or Copilot at work? Connect them to Projectworks and handle everyday tasks from there. The connection runs on MCP - a common way for AI assistants to link up with other software so they can look things up and make changes.

2026-11-08
Bernadette Keating
What is MCP?

What is MCP? A plain-English guide to the Model Context Protocol for consulting firms, and what to check before you connect your data to your AI.

2026-10-28
Ria Parish
How to Automate Proposal Creation From CRM Data

Automate proposal creation without guessing at scope. A five-step workflow for consulting firms that drafts from CRM data and the actuals of past projects.

2026-10-20
Ria Parish

You've heard AI is turning systems of record into systems of action. Here's what that shift actually means for CRMs and consulting firms.

2026-09-28
Ria Parish
AI Resource Planning in 2026: Real vs Hype

The most oversold word in AI resourcing right now is autonomous. Almost nothing in the category actually runs without a person making the call, and the tools that claim otherwise tend to come apart the moment they meet real data.

2026-09-24
Ria Parish
How To Grow Client Lifetime Value (LTV) with AI

Winning new clients is expensive. Growing the ones you have isn't. Here are 7 AI workflows for growing client lifetime value (or LTV) that you can start putting to use immediately.

2026-09-22
Ria Parish
How AI Is Changing Service Delivery For Professional Services Firms

AI is changing professional services delivery on two fronts: automating the admin and informing the decisions.

2026-08-14
Ria Parish
18 Ways To Automate Post-Meeting Admin With AI

Meeting minutes were never the bottleneck. Here are 18 ways AI can close the loop between what gets said in meetings and what gets done.

2026-08-10
Ria Parish
What is Agentic AI?

Agentic AI does more than answer questions. It acts. Here is what that means for professional services firms, and where the hype outruns reality.

2026-07-31
Ria Parish
Best AI Resourcing Software for Consulting Firms 2026 [Compared]

The 8 best AI resourcing tools for SMB consulting firms in 2026, compared on AI depth, G2 ratings, and fit for professional services.

2026-07-27
Ria Parish
beyond the blog

More AI Content

Five client and cash questions firm leaders can answer before their next client or board meeting, by asking Claude, ChatGPT or Copilot connected to Projectworks through MCP. MCP is a common way for AI assistants to link to other software so they can look things up and make changes.

By
Bernadette Keating
This is some text inside of a div block.
AI
What is MCP?

What is MCP? A plain-English guide to the Model Context Protocol for consulting firms, and what to check before you connect your data to your AI.

By
Ria Parish
This is some text inside of a div block.
AI

If Claude, ChatGPT or Copilot is already open somewhere in your working day, connect it to Projectworks and it can check delivery against the budget and draft changes for you to approve. The connection runs on MCP, a common way for AI assistants to link up with other software so they can look things up and make changes there.

By
Bernadette Keating
This is some text inside of a div block.
AI
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