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For professional services firms

Wyatt for professional services firms

Manage client engagements, deliverables, and reusable knowledge in one workspace, with AI to research and draft.

  • Work and knowledge in one place
  • AI grounded in your real content
  • Less tool sprawl, more alignment

Deliver every engagement well

Give each client engagement a home for its projects, documents, and data, so the team picks up exactly where it left off.

Reuse your methodology

Capture frameworks and deliverables as templates so each engagement starts from your firm’s best work.

AI for research and drafting

Synthesize sources and draft deliverables with the assistant, then refine to your standard.

Compounding knowledge

Over time, accumulated frameworks and insights make every new engagement faster and sharper.

What you can do with Wyatt

Engagements

Organize each client engagement.

Templates

Reuse methodologies and deliverables.

Research

Synthesize for client work.

Drafting

Draft deliverables with AI.

Meet Wyatt

One connected workspace for docs, tasks, chat, and databases — with Wyatt answering from all of it.

Workspace
Quick Access
All Folders
All Documents
All Databases
All Whiteboards

Hi, how can I help you?

1

connected workspace for docs, tasks, chat, and data

6+

content types Wyatt searches and acts across

0

copy-paste steps between your notes and your answers

24/7

ready whenever the question comes up

“One workspace where the docs, the plan, and the conversation stay connected.”

Frequently asked questions

Can I manage client engagements?

Yes. Give each engagement a home for its projects, documents, and data.

Can I reuse methodologies?

Yes. Capture frameworks and deliverables as templates.

Can AI help with deliverables?

Yes. Synthesize sources and draft deliverables with the assistant.

Does knowledge compound?

Yes. Accumulated frameworks make new engagements faster.

Keep exploring Wyatt

Wyatt for consultants

For consultants

Wyatt for agencies

For agencies

Share work with clients in one place

Client portal

AI research assistant

AI research assistant

Try Wyatt

Wyatt

The AI workspace where your team’s documents, projects, and knowledge come together — and AI helps you turn answers into work.

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