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Draaftly for consulting firms

More bids, more studies, same senior bench

Your firm wins work on judgement and loses it on capacity. Draaftly takes the assembly work out of proposals and studies, so your senior people spend their hours on the thinking and the review.

What limits a research or consulting firm

The constraint is rarely demand. It is how many bids and studies a small group of experienced people can shepherd at once.

  • Bids are won or lost on completeness

    A 60-page RFP with annexures and clarifications hides requirements, and one missed item can disqualify an otherwise strong bid.

  • Every study starts from a half-remembered precedent

    Methodology, credentials and CVs are rebuilt from the last similar project instead of improving a single source.

  • Review is the real bottleneck

    The partner reading the draft has to work out what is sourced, what is assumed and what is quietly invented.

  • Client questions arrive months later

    Someone has to find the source behind a figure in a report nobody has opened since delivery.

Which parts of Draaftly help

Modules share the same evidence, assumptions and house style, so work done in one carries into the next.

What a reviewer sees first

A compliance matrix from a fictional tender. Every requirement keeps its page and clause, and the gap is visible before the partner opens the draft.

Every sample on this site uses fictional projects, markets and figures.

Port Selwyn coastal tourism master plan — RFP compliance matrixSample
RefRequirementRFP sourceSectionStatus
R-04Demand forecast for visitor arrivals, 2027–2036p. 12, §3.24.1Covered
R-07Stakeholder consultation with at least 20 tourism operatorsp. 13, §3.43.3Covered
R-11Phased investment plan with capital cost estimatesp. 15, §3.75.2Partly
R-15Environmental and social screening of priority sitesp. 17, §3.9—Gap
R-19Team leader with 15+ years of tourism planning experiencep. 21, §5.17.1Covered

38 requirements found · 33 covered · 4 partly covered · 1 gap

Fictional RFP. Each requirement keeps its page and clause; gaps are flagged before the proposal goes to review.

What changes in the firm

  • Bid-ready in days rather than weeks, with a requirement-by-requirement check before submission.
  • One house style, applied to every Word, Excel and PowerPoint deliverable automatically.
  • A review pass that starts from open gaps and risky claims instead of reading everything twice.
  • Evidence that is still findable a year later, with sources saved as dated snapshots.
  • Junior analysts producing first drafts that a senior reviewer can actually work with.

Or have our team do the work

At capacity on a specific engagement? Our team can also work behind your brand on research, modelling and document production.

Questions people ask

Does this replace our analysts?

No. It removes the assembly work — formatting, cross-checking, rebuilding models — and leaves the judgement, the fieldwork and the client relationship with your team. A person on your side still reviews and approves everything.

Can Draaftly follow our own templates and methodology?

Yes. You set your house style once, including fonts, colours, cover pages and heading structure, and load your own methodology, past projects and CVs for reuse.

How do we keep client work separate?

Each organisation, team and project is kept separate, with roles controlling who can open what. Your data is never mixed with another customer’s.

Is our client material used to train AI models?

No. Draaftly never uses your data to train AI models. Our AI providers, Anthropic and Google Cloud, do not use customer data from their commercial services to train their models by default. We explain this in full on our Trust page.

What if a client challenges a figure after delivery?

Open the project. Each figure points to the source snapshot or the assumptions register entry behind it, with the date and page it came from.

Put your next bid through Draaftly

Early-access firms get a guided setup, their house style loaded, and a direct line to the people building the product.