Cody Assist

An AI assistant for consulting firms.

An AI assistant for consulting firms answers from your own engagement files, methods and staffing history. Consultants find similar past work, outline analyses in the firm’s frameworks and see who has done the work before, with the source for every fact. Advisory firms use Cody Assist to start from what they already know.

Start free with Assist Talk to our team

Precedent
It finds the work you’ve done before.
Ask whether the firm has solved a problem like this one and get the closest past engagements, with their results.
Sources
Every answer shows the file.
One click opens the final report at the page with the results it quoted.
Methods
It works from your methods.
Ask for an outline and Assist follows your firm’s own frameworks, not a generic template.
People
It finds who did the work.
From staffing history, Assist names the partners and consultants with the right experience.
Limits
It doesn’t invent numbers.
If a figure isn’t in the files, Assist says so and names the person who can check.

Engagement Assistant · Cody

Engagement AssistantAnswers from 860 engagement files

Ask about past engagements, our methods or who has done the work before. I answer from Halden’s own files.

Have we helped a regional grocer cut supply costs before?

Yes, three times. The closest match is Northfield Markets in 2025:

Northfield Markets (2025): went from 14 produce suppliers to 6 and cut the cost of goods by 4.2%.
Brightwater Foods (2024): renegotiated freight contracts across 38 stores.
Calder Grocery Co-op (2023): set up a shared buying program for 5 co-ops.

SourcesNorthfield Markets · Final report.pdfp. 12Engagement indexRetail

Message Engagement Assistant…

Precedent

It finds the work you’ve done before.

Ask whether the firm has solved a problem like this one and get the closest past engagements, with their results.

Sources

Every answer shows the file.

One click opens the final report at the page with the results it quoted.

Methods

It works from your methods.

Ask for an outline and Assist follows your firm’s own frameworks, not a generic template.

People

It finds who did the work.

From staffing history, Assist names the partners and consultants with the right experience.

Limits

It doesn’t invent numbers.

If a figure isn’t in the files, Assist says so and names the person who can check.

In practice

What an AI assistant for consulting firms handles

Requests people really make, and what Assist does with each one.

Have we done this before?
Answers with a sourceFinds the closest past engagements, with results and sources
Outline a supplier review using our method
Answers with a sourceBuilds the outline from your methods library
Who has led retail sourcing work?
Answers with a sourceAnswers from staffing history
Summarize the Northfield final report
Answers with a sourceSummarizes it with the pages it used
Draft the approach section of a proposal
Takes the next stepDrafts it from past proposals and your methods
What did we charge for similar work?
Answers with a sourceAnswers from the proposal archive, if you’ve allowed it
What market size should we assume?
Asks a question firstAsks which market, then answers only from your research files
What margin did the client end the year with?
Hands off to a personSays it isn’t in the files and names who can check

Behind the answers

You choose what it knows and what it must never do.

Assist answers only from the firm’s own files, following the rules your partners set.

Knowledge4 sources

Engagement reports860 filesSynced
Halden methods library42 decksSynced
Staffing history2019–2026Synced
Proposal archive310 proposalsSynced

Add final reports, methods and proposals. Limit client files to the teams allowed to see them.

AssistantSettings

Engagement Assistant

Instructions

Answer from Halden’s engagement files, methods and staffing history only. Cite the file for every fact and figure. Never estimate client results that aren’t in the files.

Knowledge: 4 sources
Available in: Web app and Slack
Shared with: Consultants and partners

Write the rules your partners care about: cite everything, and never estimate client results.

Setup

How to set up an AI assistant for consulting firms

Most firms start with final reports and the methods library, the work consultants ask partners about most.

1
Add your files
Upload reports, methods and proposals.
2
Create the assistant
Write its rules and choose who can use it.
3
Share it with your team
People ask in the web app, in Slack or through a link, and every answer shows its sources.

Results

Consulting AI assistant metrics to track

The numbers that show whether it’s working for this team.

Time to first draft: Proposals and outlines started from past work.
Reuse of past work: Engagements and methods cited in new work.
Questions answered: What consultants find without waiting for a partner.

FAQ

Consulting AI assistant FAQs

Is this an AI business consultant?

It’s an assistant for consulting and advisory firms. It answers from your own engagements, methods and people, so your team starts from what the firm already knows.

Can we keep client files separate?

Permissions can be set per assistant, so it only answers from the knowledge you assign to it.

Will it make up figures?

It answers only from your files and cites each one. If a number isn’t there, it says so.

Which files can it read?

PDF, Word, PowerPoint, websites and media, plus business tools you connect.

Where can people use it?

In the Cody web app, through a shareable link, embedded in your intranet or site, or in Slack.