A fine-tuned model that drafts client reports in the firm’s house style in 25 minutes instead of six hours.
First-draft time
~6h → ~25min
7 weeks · 1 PM + 2 engineers
Edits at first draft, not rewrites
~85%
House-style match (blind review)
~92%
Kick-off to production
7 weeks
Before
Where the team was when we picked this up.
- Senior consultants were spending most of a day per report on first drafts.
- Generic LLMs produced text the partners refused to send.
- House style lived in three people’s heads.
What we built
Training set
Curated 1,200 historical reports with the senior team. Cleaned, structured, paired with brief metadata to make supervised training work.
Fine-tune + guardrails
Fine-tuned a smaller open model on the dataset. Added retrieval on top so client-specific facts come from records, not memory.
Editor in the loop
Senior consultants review, edit and approve. The model learns from accepted edits between cycles.
What changed
- Consultants spend their time on analysis and client conversations again.
- Reports went out faster and the partners stopped rewriting them.
- New hires get a working draft to react to instead of a blank page.
After
Same team. Same week. Different shape of work.
Stack
Timeline & team
7 weeks · 1 PM + 2 engineers
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Got a workflow like this one?
Book a working session. We will tell you whether this is a four-week build or something bigger, and what it would take to ship it.