AUVY turns institutional knowledge, stakeholder context, and delivery workflows into one clear platform teams can use to move work forward, not just another chat layer that drafts text.
See how Lens, Vault, Stakeholders, Deliverables, Workshops, Traces, and Connect turn fragmented firm context into faster, sharper, and more consistent delivery than generic chat tools or static knowledge bases can provide.
SharePoint
Outlook
Teams
HubSpot
NotionDelivery speed, partner leverage, and margin leak out of every engagement for the same three reasons — before a single recommendation is drafted.
Critical context lives across inboxes, meetings, and individual experience. When teams need it, the firm often has no fast, reliable way to turn that expertise into action.
Prior work exists but is buried in shared drives. Teams rebuild frameworks, analyses, and stakeholder context that the firm has already produced.
When clients or leadership ask "why did you recommend this?", teams cannot quickly show the reasoning, sources, and approvals behind the work.
A strategy-review request lands. AUVY turns it into a reviewed plan, a briefed team, and a client-ready debrief — without the usual coordination drag.
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The story holds here while AUVY moves from signal to action.
AUVY picks up the incoming message and attachments from Outlook, matches the sender to the engagement, surfaces prior deliverables and open items, and drafts a structured execution plan with owners, deadlines, and review gates - ready for the team to refine, not build from scratch.
AUVYLensSeven capabilities — one workspace that turns research, meetings, and firm memory into reviewed, client-ready work.AUVY does more than retrieve context. It helps teams turn desk research, prior work, stakeholder signals, and live delivery inputs into briefings, recommendations, and next actions that hold up under review.
Prior work, pending reviews, and next steps in one place. Teams move from question to action without context-switching.
Search the firm in seconds, view cited sources, and execute in one unified workspace.
AUVY· TodayA governed, auto-curated memory layer for deliverables, frameworks, precedent, and connected databases or warehouses. Automated SharePoint meets governed data access for live client delivery—not passive file storage.
Documents, metrics, and warehouse tables stay organized, permissioned, and surfaced before work starts.
MainA real-time view of influence, blockers, and relationship risks across every engagement.
Know exactly who decides and where influence sits before you walk into the room.
Spin up board packs, executive summaries, and steering views from live engagement context—then route everything through partner review with traces.
Pick a format, generate in seconds from firm memory, and ship with governance—not a blank page.
Presentations, documents, or dashboards — from your Vault, stakeholders, and precedent in seconds.
Design, run, and close out client workshops on a native board. Agenda, post-its, voting, clustering, and an AI scribe capture every decision and action—then commit them straight to the Vault.
Run workshops where every post-it, vote, and decision becomes governed firm knowledge—not a lost whiteboard photo.
Every recommendation carries its reasoning, sources, and approval history. Make work reviewable and easy to trust.
Defend every output with full traceability from research to final sign-off.
Connect Outlook, Teams, SharePoint, and CRM. Build a shared operating picture without migrating systems.
Your existing tools power a single, connected context layer for faster delivery.
AUVY turns institutional knowledge into a delivery engine that compounds with every engagement — instead of leaking out with every departure.
Start free or talk to sales. Prove faster research and governed delivery on one engagement, then scale the playbook across every practice.
