Meeting to action
Turn captured discussion into questions, tasks and follow-up material.
CFAI for Consultants
Move from client context to a reviewed deliverable in one workspace
CFAI helps consultants connect calls, project folders, browser research and Office output without rebuilding the client context in every AI tool.
No credit card required. Windows desktop app.
Project knowledge
Search client files and preserve focused project context.
Deliverable workflow
Coordinate research with Word, PowerPoint, Excel and email drafts.
01
Keep client work separated
Consulting work depends on maintaining boundaries between clients, projects and source material. CFAI sessions and working folders can keep each engagement focused on the intended documents and context.
Use local models and retrieval where appropriate, and verify provider configuration before handling sensitive material.
02
Connect evidence to the final output
Deep Search can investigate project files, while meeting and browser context can contribute new information. CFAI can then support the workflow that turns those inputs into a report, presentation or follow-up communication.
Consultants remain responsible for checking sources, calculations, confidentiality and professional recommendations.
Practical workflow
A consultant project workflow
Create the engagement
Open a focused project session and working folder.
Add evidence
Bring meetings, documents and research into scope.
Investigate
Use Deep Search and specialized agents for bounded questions.
Prepare and review
Create the deliverable and verify it against the sources.
Clear boundaries
Local, cloud and human control
Local retrieval and compatible local models can reduce the data sent outside the consultant's Windows computer.
Cloud models can be selected for advanced reasoning and generation and consume Cloud Credits when used.
Client confidentiality, factual review and approval of outbound documents remain the consultant's responsibility.
Questions
What to know before you start
Can I keep different clients in separate sessions?
Yes. Focused sessions, project state and working folders are designed to avoid mixing unrelated work.
Can CFAI generate final client advice automatically?
CFAI can assist research and drafting, but professional recommendations require consultant review, judgment and accountability.
Can I work with PDFs and Office documents?
CFAI supports document retrieval and Office-oriented workflows, subject to file type, parser and application support.
CFAI AI Meta Layer
Put CFAI to work on your computer.
Create your account and experience CFAI with 10 free Cloud Credits.