How consultants use Elephas for client projects

Below are three realistic consultant workflows—management consulting, IT architecture, and marketing strategy. Each story shows the same pattern: build a dedicated knowledge base per client (a “Super Brain”), query it during work, and draft deliverables faster. When confidentiality is critical, everything can run offline on a Mac.

Client AClient BClient C
Stories
3
Common pattern
1 brain/client
Primary benefit
Less context switching

What these case studies are (and aren’t)

These are realistic, anonymized examples based on common consulting workflows. Your results will vary depending on your practice area, document volume, and how consistently you capture project context.

The goal is to help you copy a proven process: collect client materials, querythem quickly, and draft deliverables with grounded context.

Case Study 1: Sarah — Management Consultant

Background

Independent strategy consultant running 5–8 projects per year. Each engagement includes a dense RFP, discovery notes, and a large research pile.

Challenge

Context switching between clients was expensive. She repeatedly re-read the same materials to answer simple questions like “What did the client prioritize in the RFP?”

Solution

One Super Brain per client to keep every engagement isolated and instantly queryable.

Workflow

  1. Creates a new Super Brain for each project (e.g., “ClientName — 2026 Strategy”).
  2. Uploads: RFP, discovery call notes, stakeholder interview notes, competitor research, industry reports, and past deliverables.
  3. Queries: “What are the client’s top 3 strategic priorities, and where are they stated?”
  4. Drafts proposal sections using the Super Brain as grounding (scope, approach, success metrics).
  5. Uses the same brain throughout delivery to pull supporting evidence and maintain consistent narrative.
Time saved
~6 hrs/week
Proposal turnaround
3 days → 1 day
Outcome
Higher win rate
“

Elephas is like having a research analyst for each client. I don’t waste time re-reading the same RFPs and notes just to get back in context.

Sarah · Independent Management Consultant

Case Study 2: Michael — IT Consultant

Background

Freelance IT architect working with enterprise clients. Lots of specs, runbooks, incident retrospectives, and architecture diagrams.

Challenge

Client architectures are extremely confidential. Cloud tools were either prohibited or uncomfortable for the client’s security team.

Solution

Uses Elephas offline mode for NDA-bound documents so everything stays on-device.

Workflow

  1. Creates a brain per client and sets a local model as default for that project.
  2. Uploads: technical specs, architecture docs, runbooks, deployment notes, security requirements.
  3. Queries offline: “How does the client handle authentication and authorization today?”
  4. Drafts technical proposals with exact client constraints and vocabulary.
  5. Uses the brain for rapid answers during calls and travel—no internet required.
Privacy
On-device
Doc search time
~4 hrs/week saved
Client responses
Same-day
“

I can work on confidential client docs while traveling, fully offline. That alone made the tool worth it.

Michael · Freelance IT Architect

Related: If this is your scenario, read the privacy deep dive on offline AI for confidential documents.

Case Study 3: Jennifer — Marketing Consultant

Background

Solo B2B marketing strategist. Produces positioning docs, competitive analyses, and content briefs across multiple industries.

Challenge

Research was scattered: competitor pages, analyst PDFs, interview notes, and prior decks. Synthesizing into a coherent narrative took a full day.

Solution

Uses Elephas to synthesize across 50+ sources quickly, then drafts deliverable sections in her client’s voice.

Workflow

  1. Uploads: competitor research, analyst reports, customer interview notes, website copy, and prior campaign docs.
  2. Queries: “What strategies are competitors using, and what gaps can we exploit?”
  3. Generates: a first-draft competitive landscape section and key messaging recommendations.
  4. Exports insights to her deliverable deck and improves them with human judgment.
Research synthesis
~8 hrs/week saved
Sources
50+
Result
More data-backed reports
“

I can query across hundreds of PDFs instantly. It’s like having a second brain that remembers every report I’ve ever read.

Jennifer · B2B Marketing Consultant

Common patterns across consultants

  • One Super Brain per client to keep information isolated and reduce risk.
  • Upload early (RFPs, notes, research) so the brain is useful from day one.
  • Query before calls to instantly refresh context: last meeting notes, open questions, and decisions.
  • Draft from grounded context so proposals and deliverables match the client’s requirements and terminology.
  • Use offline mode when confidentiality or client policy demands it.

Getting started: replicate the workflow in 10 minutes

1. Create a client brain

Quick start

Name it clearly and consistently (Client + year/project). This is your single source of truth.

2. Upload your core documents

Quick start

Start with the RFP / brief, meeting notes, and any research PDFs. Add more over time.

3. Define 5 “starter questions”

Quick start

Examples: priorities, constraints, stakeholders, timeline, risks. Save them and reuse across clients.

4. Draft from the brain

Quick start

Generate an outline or a first draft (executive summary, approach, deliverables), then edit with your expertise.

5. Go offline when needed

Quick start

For NDA work, set a local model as default so everything stays on-device.

Related resources

Elephas for Solo Consultants
The segment landing page with features, workflows, and FAQs.
AI Knowledge Base for Consultants
A deep dive into building a Super Brain per client project.
Management Consultant Workflow (detailed)
A step-by-step walkthrough of using Elephas throughout an engagement.

Build your client-project workflow with Elephas

Create a Super Brain per client, keep sensitive documents offline, and draft deliverables faster—without losing context between engagements.

ElephasWant to keep everything on-device? Start with offline AI for confidential documents. Want a full step-by-step walkthrough? See the management consultant workflow →