The challenge
Partners and managers spent nights on first drafts of reports and engagement letters. The firm ranked on Google but was rarely cited by ChatGPT, Perplexity or AI Overviews for its core topics.
What we did
Placed a project-based GEO and content specialist to restructure priority pages and publish citation-ready guides, plus an outsourced document-AI specialist to build secure drafting and review helpers on the firm’s own knowledge base.
How it ran
- 1
Topic map + confidentiality rules
- 2
Pilot two practice groups
- 3
Firm-wide templates
Risks handled
- Human review on every client-facing draft
- No training on client files in public models
- Content CMS stayed portable
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