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• A custom Claude project: Providing a consistent, predictable chat experience for all staff while controlling the quality of the AI-generated output.

• Maintained Quality Standards: Deal Structure | Writing Voice | Formatting Standards

  The AI was given guidance using the client's existing documentation ensuring the AI generated content adheres to company standards (to the highest degree possible).

• No additional costs: A custom Claude Project in the enterprise account they already licensed

• Preserved token budgets: AI model usage suggested by stage, and confirming AI inference before token-heavy stages.

• Start: A sales person uploads a prospect meeting transcript

• Predictable chat experience: The Claude Project walks the user through a custom step-by-step chat expereince validating key assumptions about the client and the deal.

• Deliverable: A fully formatted Word document following their methodology, writing voice, and formatting standards that serves as a starting point for the staff to edit into a client-ready offer. (Used AI generated writing per client’s request)

Easing the department's concerns over AI generated content:

• Human-approved stages: Intake → Offer Details → Deal Pricing → Document Assembly

  Each stage ending with the user’s approval before anything moves forward (HITL).

• Pricing from a locked formula: Variables inferred from the client conversation → routed through a decision tree → confirmed → then calculated. Never invented by the AI.

• Verbatim legal text: Appended from the approved source, never regenerated by AI.

• An assumptions log: Every AI inference, deviation, and open item listed for the consultant to verify before writing.