Use Case / Consultants

Turn messy client context into clear recommendations

illumi helps consultants organise client notes, research, prompts, AI outputs, and working structure in one place, so they can compare directions, refine the thinking, and turn it into client-ready work.

What illumi helps you do

Keep client thinking connected from discovery to delivery

01
Organise messy client context

Bring discovery notes, research, examples, requirements, constraints, and ideas into one visual workspace.

02
Work through directions with AI

Run prompts from selected context, compare AI outputs, and refine the thinking without starting over.

03
Turn thinking into client-ready work

Shape the useful parts into proposals, recommendations, summaries, plans, or follow-up documents.

01
WORKFLOW

Turn discovery notes into proposal structure

After a discovery call, the useful information is rarely clean. Client goals, pain points, requirements, objections, examples, and scope ideas often sit together in rough notes. With illumi, consultants can organise those notes into sections, connect the right context to proposal prompts, and shape the output into a clearer proposal structure.

Examples of what you can create
Proposal outline
Scope of work
Recommended approach
Project phases
Follow-up summary
02
WORKFLOW

Compare strategic directions before choosing one

Consulting work often involves more than one possible direction. A recommendation may look strong in isolation, but still needs to be compared against other options. illumi lets consultants generate different directions from the same context, compare what each one gets right, and challenge the strongest option before turning it into final work.

Examples of what you can create
Strategic options
Recommendation rationale
Trade-off analysis
Decision notes
Executive summary
What you can do

What consultants can do with illumi

Start with a reusable structure, add your client context, and turn the work into something useful.

Template
Discovery synthesis

Turn call notes, goals, requirements, and constraints into a clear summary or next-step recommendation.

Ready-to-use board
Template
Proposal building

Use discovery context to shape proposal sections, scope, delivery approach, and project phases.

Ready-to-use board
Template
Strategy recommendations

Compare options, test assumptions, and build a recommendation with supporting rationale.

Ready-to-use board
Template
Workshop follow-through

Turn session notes and participant input into themes, action steps, and follow-up material.

Ready-to-use board
Template
Research synthesis

Turn notes, quotes, and evidence into themes, insights, and recommendations.

Ready-to-use board
Template
Client-ready summaries

Create reports, plans, summaries, or executive notes from the thinking already built on the board.

Ready-to-use board

Start with your next messy client project.

Bring your notes, prompts, AI outputs, and working structure into illumi, then turn them into client-ready work without losing the thinking behind it.