Using AI to Standardize Proposal Writing Across a Distributed Team

• Professional service firms—consulting, legal, accounting—often rely on intricate internal processes: onboarding clients, submitting time entries, managing approvals, or preparing deliverables.
• But these steps are rarely centralized or easy to access, leading to confusion, delays, and bottlenecks.

Alppoint.ai's Internal Workflow Co-Pilot is an AI assistant integrated into Slack, MS Teams, or internal portals. It gives team members instant answers to questions like: "Where do I log client hours?" "What's the review process for proposals?" "How do I onboard a new client partner?"

The assistant provides accurate, up-to-date answers drawn from internal SOPs, templates, and policies.

• Accessible via chat with natural questions
• Trained on internal guides and firm-specific workflows
• Responds with steps, links, templates, or escalation paths
• Role-aware responses (e.g., associate vs partner)
• Captures common questions to refine operations

• 50% fewer internal support questions
• 2x faster onboarding of new hires
• Improved process adoption across departments
• Fewer workflow breakdowns or missed steps