Consulting & Professional Services
Stop Being the Bottleneck.
Make Your Knowledge Queryable.
Your methodology is in a blog. Your case studies are in Drive. Your expertise is in people's heads. RetrieveIT makes all of it searchable — so anyone can answer "How do we do X?" without emailing three people.
The Email Relay Race
This is how most consulting firms generate proposals today.
Without RetrieveIT
Sales emails cloud architect for migration approach
Architect reads the client docs, synthesizes a response
Sales emails security lead for firewall input
Security lead adds their perspective, emails back
Sales manually combines everything into proposal
Client asks for changes → repeat entire cycle
Time: 3-5 days. Billable hours lost: 8-12.
With RetrieveIT
Sales asks RetrieveIT one question:
RetrieveIT searches Gmail, Drive, GitHub, Confluence
Synthesizes answer with 20 cited sources
Time: 5 minutes. No one interrupted.
Sound Familiar?
Every consulting firm has intellectual property. Most can't find it.
Your sales team doesn't know what you actually do
The Kubernetes migration methodology is in a blog post. The AWS case studies are in Drive. The firewall architecture details are in a consultant's head. Sales asks 'Can we do zero-trust networking?' and gets 'Ask Sarah.'
Proposals require a human relay race
Client emails sales → sales emails the cloud architect → architect synthesizes → sales emails the security lead → security responds → sales manually combines everything → finally sends proposal. Days later.
Past engagements are buried treasure
'Have we done a microservices migration before?' Probably. But finding the proposal, the architecture diagrams, and the lessons learned means digging through 3 years of SharePoint folders and asking people who might have left.
Your best consultants are bottlenecks
Every question routes to the same 3 people. They spend half their time answering internal Slack messages instead of billing clients. Their cloud architecture knowledge should be searchable, not locked in their heads.
Real Scenarios. Real Answers.
See how consulting teams use RetrieveIT to turn scattered knowledge into competitive advantage.
Prospect asks if you can help with their cloud migration
"Show me our AWS migration methodology, Kubernetes case studies, and any past engagements with multi-cloud architecture"Surfaces the cloud architect's blog posts, the migration framework deck, past proposals for similar projects, and lessons learned from a financial services client — synthesized into a response you can send in minutes.
→ Generate tailored capability overview for prospect
Enterprise client needs a zero-trust network architecture assessment
"Combine the client's requirements email with our firewall assessment templates and past zero-trust implementations"Pulls the client's actual requirements, matches them against your existing security frameworks, and identifies gaps — so you can propose an assessment that addresses their specific environment.
→ Generate assessment proposal with client-specific scope
Just joined and needs to understand the firm's cloud offerings
"What is our approach to microservices migrations and how do we position it?"Returns the migration methodology, architecture patterns, positioning guidance, past pitch decks, and client success stories — everything a senior consultant would explain, available instantly.
→ Generate onboarding summary of key offerings
RFP response due Friday, need to pull relevant case studies
"Find all our infrastructure modernization engagements with security compliance requirements in regulated industries"Surfaces 4 relevant engagements across healthcare, finance, and manufacturing — with architecture diagrams, outcomes, and client testimonials you can reference in the proposal.
→ Generate case study summaries for RFP response
Client asks for container security expertise you've never formally packaged
"What content do we have on Kubernetes security, container hardening, and runtime protection?"Discovers you actually have 8 blog posts, 3 past deliverables, and 2 consultants with deep expertise — you just never packaged it as an offering. Now you can.
→ Generate new service offering from existing IP
Your IP Is Already There. You Just Can't Find It.
Most consulting firms have years of blogs, proposals, deliverables, and expertise scattered across systems. RetrieveIT makes all of it searchable — so you stop recreating what you've already built.
- Find past proposals for similar engagements
- Discover offerings you didn't know you had
- Onboard new consultants in days, not months
- Free up senior consultants to bill, not answer Slack
You have a Container Security offering. You just didn't know it.
Connects to Your Stack
The tools consulting teams use — where your IP actually lives.
Gmail
LiveClient correspondence, internal discussions, proposal threads
Google Drive
LiveProposals, deliverables, presentations, case studies
GitHub
LiveBlogs, methodology docs, code samples, templates
Confluence
LiveInternal wiki, playbooks, engagement templates
SharePoint
LiveEnterprise document management, past engagements
Outlook
LiveEmail threads, client communications, meeting notes
Client Confidentiality Built In
Consulting firms handle sensitive client information. RetrieveIT is designed with workspace isolation, access controls, and audit trails from day one.
- Workspace isolation — separate client engagements
- Role-based access — control who sees what
- No training on your data — client IP stays private
- Data encrypted in transit and at rest (AES-256)
- SOC 2 Type II compliance (in progress)
When a partner asks:
"What's our point of view on AI governance?"
Your entire firm answers. In 30 seconds.
Turn Tribal Knowledge Into Searchable IP
Connect your first integration in under 5 minutes. See what your firm actually knows.