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Professional Services

Win More Deals with Instant Access to Your Best Work

Give your consultants, lawyers, and advisors instant access to precedent work, client history, methodologies, and expertise — so every engagement starts with your team's best thinking.

Search anything across your tools…
SharePoint
SharePoint
Google Drive
Google Drive
Salesforce
Salesforce
Confluence
Confluence

Start every engagement with your best prior work

Give consultants instant access to precedent case studies, methodologies, and expert directories.

Pull a similar past case study before a client kickoff
Surface the right methodology for a new engagement type
Find the expert with relevant industry experience
Check pricing precedent for a similar scope
New RFP Received
Research Agent

Pulls similar past proposals and case studies

Pricing Agent

Surfaces pricing precedent for comparable scopes

Staffing Agent

Finds available experts with the right experience

Draft Agent

Assembles a first-pass proposal from precedent content

Proposal Drafted
Faster Proposal Turnaround
60%
Less Duplicate Work
70%
Faster Knowledge Retrieval
50%
Improved Bid Win Rate
Use Cases

From Proposals to Delivery — Knowledge at Every Stage

Fyndo enables professional services teams to leverage their full knowledge base at every stage of the engagement lifecycle.

Proposal & RFP Development

Instantly find relevant case studies, past proposals, capability statements, and pricing references to accelerate bid development.

3× faster proposals
Higher quality bids
Consistent messaging

Methodology & Framework Access

Surface proven methodologies, frameworks, and best practices from past engagements to accelerate delivery.

Consistent delivery
IP leverage
Faster ramp-up

Expert & Skills Discovery

Find the right internal expert for any client challenge — search by skill, experience, industry, and past project type.

Right resource allocation
Expert collaboration
Faster staffing

Client History & Relationship Intelligence

Surface complete client engagement history, previous deliverables, and relationship notes for better-informed interactions.

Stronger relationships
Informed conversations
Account expansion
Platform Capabilities

Built for Knowledge-Intensive Teams

Purpose-built for professional services firms that compete on the quality and speed of their knowledge delivery.

Precedent Work Search

Find relevant past deliverables, proposals, and case studies across all client engagements instantly.

Client Confidentiality Controls

Strict access controls ensure cross-client data exposure is impossible — your clients' information stays protected.

Knowledge Base Management

Centralise methodologies, templates, and IP so teams build on past work instead of reinventing it.

Skills & Expertise Discovery

Find the right expert for any engagement based on skills, certifications, and past project experience.

Integrations

Works with your existing tools

Connect Fyndo to the platforms your team already uses — no migration, no disruption.

SharePoint
SharePoint
Google Drive
Google Drive
Salesforce
Salesforce
Slack
Slack
Confluence
Confluence
Notion
Notion
Frequently Asked Questions

Frequently Asked Questions

Common questions about AI-powered knowledge search for professional services firms.

Still have questions?

Our team is happy to walk you through how Fyndo works for your specific setup.