Firm templates
Upload your proposal and report templates once, and every new draft Sembly creates follows their structure and sections.
AI meeting agent for management consultancy
Engagement admin, automated.
With Sembly, every workshop ends with notes, key items, and a status report ready to send.
What does Sembly capture across a consulting engagement?
Keep scope, decisions, and risks in one engagement record.
How does Sembly follow my firm's standards?
Draft new work on the bones of your best past deliverables.
Approved past deliverables
Add approved decks and reports from past engagements as reference files, so new drafts match their depth.
Pricing frameworks
Upload your pricing frameworks and delivery methodologies, so proposals scope and price work the way your firm does.
Shared firm library
Every consultant drafts from the same templates and reference files, so deliverables stay consistent across the firm.
How does Sembly protect client confidentiality?
Wall off each client's meetings from the rest of the firm.
Separate client profiles
Each client in the Clients Catalog keeps its own meetings, materials, and branding, apart from every other client.
Pause and resume recording
Pause the recording from the Chrome extension when the sponsor raises a confidential topic, then resume it.
Restricted meeting sharing
Turn on No auto-share for a sensitive meeting, so sharing rules never send it beyond its attendees.
Flexible retention policy
Delete all meeting data, or only the audio and video, after the number of days the engagement letter allows.
AI training opt-out
MAX and Enterprise workspaces are excluded from AI model training by default, and other plans can opt out.
What consulting deliverables can Sembly create?
Hand the sponsor a status report after the steering review.
Sembly drafts the SOW from the scope, deliverables, and timeline agreed at kickoff, in your firm's template.
Create a SOW→Progress, risks, and next steps from the steering committee meeting, styled in Client Co.'s brand for the sponsor.
Create a Report→Interview findings, workshop decisions, and your uploaded research, combined into one report for Client Co.
Create a Report→SEMBLIANSTATEMENT OF WORK
Client Co. · Operations transformationStatement of work: phase one
ObjectivesReduce fulfilment cost by 12% before Q3 close while keeping same-day delivery in the top 20 metro areas, as agreed at the kickoff meeting.
In scope- Cost-to-serve diagnostic across all regional hubs
- Target fulfilment network design
- Carrier contract consolidation plan
- Pilot plan for one regional hub
Semblian for Client Co. · Confidential1 / 2
SEMBLIANSTATEMENT OF WORK
Deliverables and timeline
DeliverableOwnerWeekCost-to-serve diagnosticEngagement manager4Target network designConsultant8Carrier consolidation planAnalyst10Pilot plan and business casePartner12
Fees
PhaseWeeksFeeDiagnostic4$120,000Design6$210,000Pilot planning2$60,000
Steering reviewsEvery three weeks with the CFO and regional operations leads.
Semblian for Client Co. · Confidential2 / 2
Semblian brand kitKickoff meetingPricing frameworkReady to send
Week 6 status · October 23, 2026On track for the regional pilot
CLIENT CO.STEERING REVIEW #3
Where the engagement standsProgressDiagnostic complete, network design underway.52%
Budget$186k of $390k spent through week 6.48%
TimelineCarrier data arrived late; design ends week 9.+1 wk
Client Co. · Operations transformation2 / 3
CLIENT CO.STEERING REVIEW #3
Risks and next stepsOpen risksHigh · Warehouse lease renewal could lock costs until 2028.High · IT freeze in November limits the rollout window.Medium · Regional leads not yet aligned on the pilot site.
Next stepsPilot site sign-off · CFO · Nov 6Carrier shortlist review · Analyst · Nov 13Network design draft · Consultant · Nov 20
Client Co. · Operations transformation3 / 3
Client Co. brand kitSteering review #3Ready to send
SEMBLIANCONSULTING REPORT
Client Co. · Diagnostic phaseCost-to-serve findings
SummaryRush orders from the regional hubs drive most of the fulfilment cost overrun. Twelve stakeholder interviews, the operations workshop, and Q3 carrier rates point to the same three cost drivers.
“Last-mile delivery. We pay premium rates on every rush order from the regional hubs.”CFO, Client Co. · Stakeholder interview · 22:18
Findings- Rush orders are 18% of volume but 41% of last-mile spend.
- Two carrier contracts overlap in 11 of 20 metro areas.
- Hub slotting has not changed since the 2023 network expansion.
Semblian for Client Co. · Confidential1 / 2
SEMBLIANCONSULTING REPORT
Workshop decisions- Pilot the hub redesign in one region first.
- Merge the two carrier contracts by January.
- Finance owns a weekly cost dashboard from week 8.
RecommendationEst. savingConsolidate carriers in overlapping metros4.5%Reroute rush orders through two hubs5.0%Reslot fast movers at the pilot hub2.5%
Next stepPresent the target network design at steering review #4.
Semblian for Client Co. · Confidential2 / 2
Semblian brand kit12 interviewsOps workshopReady to send
FAQ
How does Sembly help management consultants?
Sembly records client workshops, stakeholder interviews, and steering committee meetings, sorts scope, decisions, and risks into key items, and drafts statements of work, status reports, and consulting reports in the client’s brand.
Can Sembly keep one client’s data separate from another’s?
Yes. Each client has its own profile in the Clients Catalog, with its own meetings, materials, and branding package, separate from every other client in the workspace.
What happens when a consultant rolls off an engagement?
The replacement opens the client’s profile and finds the meetings, materials, and deliverables since kickoff. Multi-meeting AI chat answers questions about what the client already agreed to.
Does Sembly record in-person workshops?
Yes. The Sembly app for iOS and Android records workshops at the client’s office, even without an internet connection, and uploads the recording once you are back online.
Does Sembly train AI models on client meetings?
MAX and Enterprise workspaces are excluded from AI model training by default. Workspaces on other plans can turn on the opt-out in workspace settings.