Client reports drafted from your numbers and notes, ready for a senior check.
We set up AI to write the first draft of your reports and deliverables in your format, from the data and notes you already have. Your team checks the findings and improves the advice.
If your team doesn't get the hours back, we'll work for free until they do.
The work is done. The report still has to be written by hand.
Every report is built by hand.
Numbers are copied from one place and notes from another, into last month's file.
Brightwell figures.xlsx
Brightwell report.docxSaved over September'sMost of it is the same every time.
The structure, the standard sections and the wording barely change.
Compare with September0 changesBrightwell monthly reportSenior people fix formatting.
Their review time goes on layout and typos, when it should go on the advice.
Brightwell report.docxFrom your working files to a draft in your format.
Brightwell October report.docxSend
October figures.xlsxSpend!C14£196,250October figures.xlsxSharePointCall notes, 6 OctTeamsSeptember report.docxSharePoint01AI gathers the inputs
The spreadsheet, the notes, the last report, from wherever they already live.
02AI writes the draft
In your template, with your standard sections filled in and the numbers in place.
03AI shows its sources
Every figure and finding links back to where it came from, so it's quick to check.
04A senior person reviews
They check the findings, sharpen the advice and send it.
Built into: Word, PowerPoint, Excel or Google Workspace, with Copilot or Claude.
What our clients say.
“It's given me back probably a third of my time, which is unbelievable.”
We now do the work that used to wait on Joey. It took us a week to take it over.
0:52Floor Authority
Double the business, with only a few new hires.
We took the repetitive work out of their quoting, stock and accounts. Their team no longer does it by hand, so they spend their time on customers.
In revenue a year
Growth in two years, with only a few new hires
Staff productivity measured by CEO
“Simply couldn't deliver at the pace we are without NQU support. We can now tell clients when things will be done and have complete confidence they will be.”
“They think ahead, always deliver on time and are able to guide you along.”
Why not just use something else?
- ChatGPT or Copilot on its ownEach person prompts it differently and gets a different report. We set it up once so everyone gets your format.
- A reporting tool or dashboardGood for charts of live numbers. It doesn't write the commentary or the advice.
- TemplatesEven when you have boilerplate, someone still has to write it.
- Your AI peopleWe set it up once with your template, your numbers and notes, and the reports you've already sent, so everyone gets a first draft in your format, ready for a senior check.
AI your team actually wants, in use within 14 days.
We start small, prove value, and then scale further.
- Fenwick & Hale intro30 minMMia Santos
George's notes04:10Proposals take a day each09:35Meeting notes typed by hand13:20Client details entered twice18:45Copilot licences, little use01We find where AI can help.
On the intro call, we learn how your firm works and where your team spends its time. You don't need to prepare anything.
- AI opportunity audit
- 01Proposal first drafts6 hrs/weekStart here
- 02Meeting notes into HubSpot4 hrs/week
- 03New client set-up in Xero3 hrs/week
- 04Month-end client reports2 hrs/week
02We send your AI opportunity audit.
Within 24 hours, we'll send our opportunity audit that details the hours we can save your team. If we don't save them, we'll continue working for free until we do.
Can you send a proposal?HHannah Okafor09:14Okafor proposal.docxProposal drafts14 days- Access agreed with IT provider
- Built in Outlook
- Team trained
- LiveDay 14
03We get your first system in use within 14 days.
We build it into the tools your team already uses, and talk to your IT provider for you. Then we train the people who'll use it.
- TeamsFenwick & Hale × NQUPostsFiles
Friday update- Shipped
- Invoice chasing in Xero
- Next
- Client onboarding pack
- From Mia
- A recent pack to copy
👍1Mia SantosThe list of 6- Proposal drafts
- Invoice chasing
- Onboarding pack
- Board report
04We keep going.
We work through the list in your audit as fast as your team can handle each change, and keep improving what's live as your team tells us what works.
What you won't have to do.
After the intro call and a kickoff, we handle the rest, including working with your IT provider and training your team.
“The confidence that the job will be done right is the best thing. We can hand off anything and it will either get done perfectly or there will be clear communication by NQU for what is needed.”
- Work out what AI could do for your firm
- Roll it out to everyone at once
- Replace software you rely on
- Chase your IT provider
Your team gets the hours back. Or we'll work for free until they do.
In your audit, we tell you how many hours we can save your team. We get your first system in use within 14 days. If we don't save the hours, we'll keep working for free until we do.
“Not Quite Unicorns delivered nothing but excellence for the two major projects we worked on with them. It's quite refreshing working with a company that delivers on its promise.”
Frequently asked questions.
Can AI write client reports?
Yes, as a first draft. Set up with your template, data and past reports, it produces a draft a senior person can check and send. The judgement and the advice stay with your team.
How do we know the numbers are right?
Every figure links back to its source, so the reviewer can check it in seconds. Nothing goes to a client unchecked.
Will it sound like us?
Yes. It writes in your template, from reports you've already sent.
What if every report is different?
Most have more in common than they seem. We start with the type you produce most often.
Is our data safe?
Yes. It runs in your own Microsoft or Google account, or in ours in the UK, EU or US. We only use business AI accounts, and they don't learn from your data.
What does it cost?
One flat monthly fee covers this and everything else we build for you. Our minimum engagement is normally $3k/mo.
Other tasks we can take off your team.
Proposals
AI drafts them from your past work, in your template and your voice.
Meeting follow-ups
AI proactively actions next steps after meetings, not just taking notes.
CRM
AI keeps your CRM up to date after every call and email, automatically.
Outreach
AI drafts every follow-up and check-in, so your sales motion is self-driving.
Client reports drafted from your numbers and notes, ready for a senior check.
Book an intro and we'll send your AI opportunity audit within 24 hours. It shows where AI can save your team time.