Consulting Organizations
Create proposals, contracts, and reports faster with organization-approved templates, smart automation, and real-time content verification.
Struggling to Maintain Consistency Across Client Deliverables?
Consulting firms handle a high volume of client documents, from proposals and contracts to financial reports and presentations. Without a centralized content management system, teams risk using outdated templates, inconsistent messaging, and non-compliant data.
Inconsistent Templates Across Projects
Different consultants use varying formats, leading to unprofessional and inconsistent deliverables.
Manually Updating Repetitive Content
Teams spend unnecessary time copy-pasting legal clauses, terms, and standard texts—risking outdated information.
Ensuring Compliance with Approved Content
Without real-time content verification, documents may include outdated financial data, legal terms, or branding elements.
With our products, Consulting Organizations can instantly access the latest, approved templates and verified content—ensuring consistency, efficiency, and compliance across all client deliverables
Empower Their Branded Communication
The Apps That Drive Efficiency for Consulting Teams.
Give consultants instant access to the right templates, verified content, and automated formatting—directly in Microsoft 365.
Standardize Client Deliverables with Pre-Approved Templates.
Ensure every proposal, report, and contract starts with the correct, organization-approved template.
Insert Pre-Approved Text, Clauses, and Data Instantly.
Access and insert the latest business content, terms, and clauses without manually searching for them.
Automate Document Assembly and Reduce Manual Effort.
Simplify proposal creation by dynamically inserting client-specific data while maintaining structured formatting.
Personalize Reports and Proposals Without Manual Editing.
Adapt a single template to different needs while maintaining branding and structure.
Ensure Every Document Contains the Most Up-to-Date Content.
Real-time content validation prevents outdated or incorrect information in client-facing documents.
Explore our Consulting Organization specific apps in action through our Portal—discover key features, learn how to set them up, use them efficiently, and manage them with ease. Best of all, start a Free Trial for any app today!
Microsoft 365 Apps
Benefits That Help Consulting Firms Work Smarter and Faster.
Eliminate inefficiencies, enhance compliance, and ensure consistency across all client engagements.
Reduce Manual Work with Pre-Approved Templates.
Instantly generate professional client documents, eliminating copy-pasting and formatting struggles.
Ensure Content Is Always Up-to-Date.
Keep contracts, reports, and legal clauses aligned with the latest approved content.
Standardize Formatting and Visual Identity.
Prevent off-brand or inconsistent documents by ensuring every deliverable follows your firm's guidelines.
Discover How Organizations Succeed with Our Solutions.
Discover how organizations streamline workflows, maintain brand consistency, and enhance productivity—leveraging our solutions within Microsoft 365.
Eiffage
Learn How Eiffage's Strategic Use of Our Cloud Solutions Paved the Way for Efficient Template and Email Signature Management.
Pilatus Aircraft Ltd
Discover How Pilatus Simplified Template Creation, Content Management and Improved Brand Consistency Using Our Innovative Solutions.
UGZ
The Environmental and Health Protection Zurich (UGZ) Migrated to officeatwork Apps for Simpler, More Cost-Effective and More Secure Document Management.
Explore all our customer success stories today!
Standardized, Smart Documents That Empower Your Consulting Team.
Get started today with our all-inclusive officeatwork 365 Plan—unlock access to all officeatwork apps and only pay for what you use!
