- Where it gets stuck
- A client calls with an urgent need, often while the partner is between meetings. The situation, the scope and the day rate are noted in a hurry, and the brief the rest of the team needs arrives a day later, if at all.
- What the workflow does
- Straight after the call, the partner dictates two minutes of notes on their phone, or forwards the Teams transcript when there is one. The workflow drafts the brief from it: situation (gap cover after a departure, turnaround, transformation, M&A integration or carve-out, private equity value-creation plan), scope, expected duration, day rate range, inside or outside IR35, and whether the client is small (the interim’s company decides) or will issue a Status Determination Statement, whether they are open to interim-to-permanent, and the questions still open. What to ask back is the partner’s call.
AI for interim management firms
A client’s CFO resigned this morning, the chair wants three names by tomorrow, and the interim you would put forward last told you her availability in March.
From the partner’s call notes, we draft the brief and a longlist from your own network, showing when each interim last confirmed availability. A partner checks every name before it reaches the client.
AI for an interim management firm drafts the assignment brief from the partner’s call notes, a longlist of interims whose CVs and assignment notes show the role, and candidate profiles in your format; during the assignment, it prepares the note for each client review. A partner checks availability, fit, references and the day rate before anything goes to the client, because an old note does not prove that someone is free today.
Today
- Request: interim CFONotes taken on a mobile between meetings, brief not writtenThree names due tomorrow
- Who in the network is free?CVs in a folder, who is between assignments in the partners’ headsSearching from memory
- Assignment reviewObjectives agreed at the start not reread before the meetingPrepared on the way
With the workflow
- Assignment briefSituation, scope, day rate range, IR35 position, open questionsTo review
- Longlist from the networkMatched on role and situation, with the date each interim last confirmed availabilityPartner calls to check
- Review noteAgreed objectives, monthly report, end date and whether an extension has been discussedReady for the partner
Three moments when an interim management firm works from memory
Each one ends with a partner’s decision.
The brief stays in the partner’s head
The right interim is somewhere in the network
- Where it gets stuck
- CVs sit in one folder, past assignment notes in another, and the end dates that are on file are scattered across both. Matching relies on memory, under time pressure.
- What the workflow does
- The workflow builds a longlist of interims whose CVs and assignment notes show the same role, sector, situation and ownership (private equity backed, listed, family-owned). It shows the date each person last confirmed their availability to you, and marks anything older than the cut-off you set as unconfirmed. For the names the partner picks, it drafts a short note in their voice with the type of role, likely start and duration and day rate range, and no client name or detail that could identify the client; the partner or your resourcing manager sends it to the handful they would otherwise ring one by one.
Assignment reviews are where extensions are won, and they get prepared on the way there
- Where it gets stuck
- The review with the client and the interim is where an extension, a follow-on need or a permanent hire comes up, and the deliverables in the brief, the interim’s monthly report and the open points sit in different places.
- What the workflow does
- Before each review, a one-page note gathers those objectives, the latest monthly report, the open points, the end date and whether an extension has been discussed. The follow-up note is drafted afterwards for the partner who led the meeting.
Which flow should you start with?
Three questions, about a minute. The answer points to one of the moments above, or to a smaller step when a workflow would be too much.
Answer the three questions to see where to start.
This is an exercise: nothing is sent when you use this selector.
Do we have to change our CRM?
No. The workflow reads your CRM through its API where your plan includes one, otherwise from an export, and a spreadsheet is read directly. It leaves its draft in the partner’s mailbox or on the client record, where they edit it and send it themselves.
- A client calls or a review is dueThe partner dictates a note on their phone.
- Approved sources are readInterims’ CVs, past assignment notes, end dates and the client records you give it access to.
- A draft is preparedBrief, longlist or review note, with when each note was last updated.
- A partner decidesChecks availability, then edits, approves or rejects the draft. Corrections become written instructions for the next drafts, which the firm can read and change.
- Back into your toolsThe partner sends the shortlist from their own mailbox; the note for the client record is a draft until a partner approves it.
- Outlook
- Gmail
- Microsoft Teams
- Bullhorn
- Vincere
- Invenias
- Excel
- SharePoint
- Word
Three conditions before anything acts
Your existing tools
The workflow runs inside the tools you already pay for, with the access rights they already have, so the team keeps its usual screens.
A named person approves
Every draft waits for a named person. Nothing goes out in the firm’s name without that approval, and exceptions go back to a human.
Every step leaves a trace
Sources, drafts, corrections and approvals are recorded, so you can see why an output was prepared and improve the next one.
Looking for a specific product?
PitstopOptional: a workspace that keeps the instructions, sources and approvals behind these drafts, next to your CRM rather than instead of it, so they stay with the firm when a partner is away.Discover Pitstop →Managed AI agent serviceWe build, run and maintain one defined workflow, with named approvals, a written boundary and a handoff record.See the managed service →
Our only published case is an executive search firm
AI outreach case study: Asia-Connect. Documented outreach at Asia-Connect over three months. One client and one workflow; results depend on context and execution.
“In the last three months, the agent helped me to book more than 90 qualified meetings with executives I would never have had time to reach, and I approved every single message before it went out. It works while I am in meetings.”
None of the three workflows above has a published result yet. The workflow we have published results for is outreach: for an interim firm, it would write to chairs, CEOs and private equity operating partners in your sectors, and a partner would approve every message. Read the case study
Questions interim management partners ask us
Which firms is this for?
Owner-led interim management and fractional executive firms that place independent interims from their own network, where the partners write the briefs, search the network and run the assignment reviews. If nobody can say who reviews the output, it is too early to automate.
How is this different from ChatGPT?
A workflow starts from an event in your tools, reads only the records you allowed, prepares the draft in your firm’s format, waits for a partner’s approval and keeps a trace of each correction. Interims’ CVs and client situations do not pass through anyone’s personal ChatGPT account.
Can you connect our database?
It depends on the CRM: an API where your plan includes one, otherwise an export; a spreadsheet is read directly, and if it is very untidy the assessment says so. If your firm only has CVs and emails, the first workflow starts from those.
Where do interims’ and clients’ data go?
Interims’ CVs are personal data under the UK and EU GDPR, and a client’s situation is often confidential: a departure, a restructuring, a crisis. Before anything is built, you receive the written list of every system that will read them, where it is hosted, which model provider processes the text and what that provider keeps, and a data processing agreement is signed before you send anything, the test included. Each firm gets its own deployment, separate from other AI Jungle clients.
What should we start with?
We suggest starting with the brief written after the first call: it is the only workflow we can test without access to your CRM or CV folders, and the test reruns a completed assignment with the client’s and interims’ names removed. Use the selector on this page, then bring that assignment to a 30-minute call.
Will it choose the interim for us?
No. The workflow builds the longlist and shows how recent each fact is; the partner decides who goes forward and what goes to the client.
How much does it cost?
There are no prices on this page. If the test carries a fee, you have the amount in writing before you send anything, and you can stop there. If you go further, our paid scoping review, the Leverage Assessment, has its scope and price on the pricing page, and it can conclude that a smaller change is enough.
In 30 minutes, we choose one completed assignment to rerun.
After the call, we sign a data processing agreement. Then the partner who ran one completed assignment records two minutes on it from memory, the way they would after a client call, with client and interim names replaced by initials, and we send back the brief that would have come out of it, to put next to the brief you actually wrote. If you want the candidate profiles tested too, send the CVs you put forward, anonymised. Matching needs read access to your CRM and CV folders under the signed agreement, so we only ask for it if that comparison convinces you.