Friday afternoon, and half the team is rebuilding the same status deck they built last Friday. The data came from three client systems, got pasted into a spreadsheet, got summarized by hand. Every hour spent assembling a report is an hour not billed and not sold — and it's the same hour, every week.
Describe the work in plain English — "every Friday, pull the numbers from each engagement, summarize the week, and send each client their status digest" — and InTouch AI builds the workflow, runs it on schedule, and delivers it. No scripts. No per-report bill. And client data stays on your server.
InTouch AI lives on your own computer, not someone else's cloud. The data you pull from a client's systems to build a deliverable — often under an NDA — never leaves your office, and nobody else can get to it. For a firm whose whole product is trust with sensitive information, that's not a nice-to-have — it's the contract.
Everything below is a real, ready-to-run automation you install with a click and point at your own engagements — your data sources, your report format, your recipients. You adjust it and check it first, and nothing reaches a client without your review. The deliverable has your name on it.
The value is the thinking. The hours go to formatting, pulling numbers, and assembling the deck. On a fixed-fee engagement, every hour of manual assembly comes straight off the margin — and it's the least valuable work in the firm.
Their CRM, their database, their spreadsheets, their exports. Building a weekly view means logging into each one and copying by hand. There's no live rollup because standing one up per client never seems worth the time — until it's automated once and runs forever.
Clients want to know where things stand. Producing that update — gathering progress, writing it up, sending it — is a recurring tax on every engagement, done by the most expensive people in the room.
Who's over-allocated, who has room, which engagement is bleeding hours — you find out at month-end, when it's too late to adjust. A weekly read would let you steer instead of explain.
Describe the question, get a structured answer. Paste the input, read the result. Point it at your AI provider — or a local model, so nothing leaves the office at all.
Feed InTouch AI raw interview notes, survey results, or a data dump and InTouch AI returns structured findings: themes, supporting evidence, and open questions. A first-pass synthesis you refine — accelerating the analysis, not replacing your judgment on what it means.
Give InTouch AI the week's progress notes and InTouch AI drafts the client status update in your firm's voice: what moved, what's next, what needs a decision. You review and send. It writes the recurring part so you spend the hour on the work, not the write-up.
Scheduled or trigger-driven. Each reads a source you already have — a client database, a Sheet, an API export — does the work, and delivers to the channel or folder you choose. It runs whether Friday is calm or slammed.
Every Friday, pulls each engagement's metrics (SQL, Sheets, or an HTTP API), summarizes the week with Claude, and assembles a per-client status update for your review. The Friday-afternoon deck ritual, done before you get to it. You approve before it sends.
Pulls the latest data, drops it into your report template, and assembles the formatted deliverable — charts, tables, appendix — into a dated folder. You spend the time on the narrative and the recommendations, not the formatting.
Aggregates key numbers across every active engagement into one partner-level view: progress, hours, and health per client. The live rollup you never had time to build, refreshed on a schedule instead of by hand.
Weekly read of hours by consultant and engagement against plan. Flags who's over-allocated and which engagement is running hot, so you adjust mid-week instead of discovering it at month-end.
Grab the free Personal edition of InTouch AI and run it on the firm's server or your laptop. Browse the InTouch Hub, pick the skills and workflows you want, click Install. No scripts to write, no engineer to hire.
Each workflow ships with placeholders — data sources, engagement list, report templates, recipients. Read the README, fill them in, point it at your systems. Verify a run produces the deliverable you'd sign before you schedule it.
Attach a weekly or per-milestone schedule and walk away. InTouch AI runs it, delivers the digest or pack, and logs every run. When a client's export format shifts or a token expires, InTouch AI reads the failure, fixes what InTouch AI can, and tells you why. As a workflow earns trust, dial it toward fully deterministic: same result every time, zero per-run AI cost, fully audited.
Straight talk. No surprises after you install:
Personal edition is free. Install it on the firm's computer, point it at your engagement data, and let it build the weekly digests, assemble the deliverables, and track utilization. And because it all runs on your own computer, client data — often under NDA — never leaves your office, and nobody else can see it. That's the one thing a cloud tool can't put in writing.