Why consulting
Consultants move between clients, often in the same week. The firm’s value is its accumulated knowledge; its obligation is that one client’s information never informs another’s work without permission. AI makes both halves harder: it is very good at drawing on everything it has seen.
Kroy lets a consultancy give AI the context of one engagement at a time — the client’s documents, the project plan, the firm’s reusable methods — and nothing from the engagement next door.
Engagements as boundaries
Kroy scopes AI access to engagements. An AI acting for a consultant sees the engagements that consultant is staffed on. Firm knowledge — methods, templates, anonymised case material — can be shared across engagements; client-identifiable material stays inside its engagement.
One state of work
Engagements involve many people and, increasingly, several AI tools. Kroy State holds the working record: what the client asked, what was decided, what is outstanding. A senior consultant using Claude and an analyst using ChatGPT pick up from the same place, and a new team member can be briefed from it on day one.
Where AI helps, and where Kroy draws the line
| Area | AI can | Kroy boundary |
|---|---|---|
| Proposals | Draft a proposal from the brief and past work | Only reusable firm material, not other clients’ data |
| Discovery | Summarise interviews and documents | Only for the user’s engagements |
| Project delivery | Update Jira and prepare status reports | Workflow transitions need approval |
| Analysis | Work with the client’s data sets | Data stays in the engagement |
| Deliverables | Prepare drafts and slides | Client issue is approved by the engagement lead |
| Client communications | Draft updates and replies | Drafts, not sends |
| CRM and pipeline | Log meetings and propose updates | Pipeline changes approved by the account owner |
| Commercials | — | Rates and margins stay with partners |
Sharing with clients
Give a client a projection of the engagement — agreed deliverables, open actions, key decisions — and let them use it directly or through their own AI. Internal commentary, pricing and other clients’ material never leave the firm.
AI policy first
Many consultancies advise clients on AI while still settling their own rules. PolicyHQ helps a firm write an AI policy and an access matrix quickly.
Define the rules with PolicyHQ. Put them into practice with Kroy.
Frequently asked questions
Can the AI use what it learned on one client for another? Not through Kroy. Each request is limited to the engagement it is made for, plus the firm knowledge you mark as shareable.
We use Claude and ChatGPT. Do we have to choose? No. Both connect to Kroy, see the same permitted information and work from the same project state.
Can clients see what the AI did on their engagement? You can choose to share a projection of the work with the client. Internally, every AI request is recorded.
Do our system credentials go to the AI provider? No. Kroy holds the connections and returns only the results of authorised requests.