What professional services firm data is valuable to AI buyers?
- Proposals and statements of work
- How engagements are scoped and priced, written by the firm.
- Methodology documents and playbooks
- Firm-owned know-how.
- Project management histories
- Planning and delivery across many engagements.
- Internal communication
- Staffing and coordination.
Typical tools: Microsoft 365, SharePoint, Teams, Deltek, BigTime, Asana, Smartsheet, Salesforce.
What are the risks specific to consulting and professional services firms?
Client ownership of deliverables
Consulting agreements commonly assign deliverables to the client. Exclude client-owned work.
Licensed professionals
Engineers and architects owe confidentiality under state licensing rules and contracts; sealed documents carry professional responsibility.
Government contracts
Federal work may involve CUI. Exclude.
What should never leave?
- Client deliverables
- Client data received during engagements
- Government-contract material
- Sealed drawings and calculations
We do not handle health information under any circumstances. See Is it safe?
Qualification checklist
- Top client agreements checked for IP and confidentiality
- Firm methodology separated from client work
- Government projects excluded
Buyers that name this industry
From each buyer's published industry list. Others may accept it too.
Questions
Is a consulting firm's proposal library valuable?
Proposals the firm wrote are among the cleanest assets it owns. Remove client names and confidential pricing if a client required that.
Is your professional services firm a fit?
Other industries
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Sources