Advisory Workflow AI
An AI advisory platform for expert-led consulting workflows, turning questionnaires, proprietary methodology, boilerplate, and financial logic into client portals, reports, projections, and polished deliverables.
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The consulting workflow relied on multiple tools and manual handoffs: surveys, spreadsheets, document templates, offshore production, email, and manual report assembly. The methodology was valuable and specific, so a generic CRM or survey tool would not fit.
A private platform that manages contacts, engagements, questionnaires, client portals, report generation, editable boilerplate, assessment logic, and deliverables. The system is shaped around the client's methodology rather than forcing the methodology into generic software.
AI assists with report writing, explanation expansion, plain-language narrative, and financial projection explanations while keeping proprietary scoring, weighting, and driver logic in private code rather than exposing it inside prompts.
CitronLab can translate a client's unique methodology into custom software while protecting IP, preserving voice, and producing client-ready deliverables.
Building something like Advisory Workflow AI?
If this case study resembles a problem you're solving — or sparks an idea for something adjacent — let's talk. Most useful AI systems start as a half-formed thought about a specific workflow.