Use Your Own Templates
Upload your firm's templates or a past deliverable to the client's workspace. The assistants follow your structure, headings and scoring, and you download the result in Word, PowerPoint, Excel or PDF.
Replace:
Word
PowerPoint
Excel
Your firm's templatesUploaded
Risk report templateDOCX
Risk register templateXLSX
Board pack templatePPTX
3Templates uploaded
6Deliverables produced
4Download formats
Headings matched to your template100%
Start every engagement from your own format
You upload your template to the client's workspace and the deliverables follow its structure.
The problem
Blank page every engagement
You open a new document and start from nothing. The structure you built last quarter is buried in a folder, so you rebuild it from memory before the real work begins.
With Dimeri
Start from your own template
Upload your firm's template or a past deliverable to the client's workspace. The assistants follow its structure, headings and scoring for that client. No template yet? Ask the assistant to draft one.
The problem
Inconsistent deliverable quality
Different team members produce different structures. One consultant uses five sections, another uses eight. Clients notice the difference.
With Dimeri
The same structure for the whole team
The assistants work from the same uploaded file, so every consultant on the engagement gets deliverables with the same sections and headings, whoever asks.
The problem
Format conversion headaches
The client wants Word, the board wants slides, the auditor wants Excel. You rebuild the same content in three formats by hand.
With Dimeri
Every format from the same work
Deliverables download as Word, PowerPoint, Excel or PDF. Need the same content in another format? Ask the assistant, for example for a board deck from the report.
Integrations
Connects to the tools you already run on
Google Drive
Gmail
OneDrive
SharePoint
Outlook
Start using your templates in three steps
1
Create your workspace
Sign up free in under a minute, then create a client workspace with the client's details, scope and documents.
2
Invite your team
Add colleagues and assign roles. Everyone works from the same workspace so nothing gets lost between people.
3
Get to work
Upload your template to the client's workspace and ask an assistant for the deliverable. Download it in the format the client needs.
Partnership programme
Doing this for clients? Do it as a partner.
Consultancies, advisory firms and independent practitioners run their whole book on Dimeri. You keep the client relationship and the methodology. We supply the platform underneath it.
- A separate workspace for each client, with access you control
- A team of AI assistants per client that works from your scope
- Board-ready reports drafted from the register, not rebuilt
Frequently asked questions
Upload your firm's template as a Word, Excel or PowerPoint file, or a past deliverable, to the client's workspace. When you ask an assistant for that client's deliverable, it follows your structure, headings and scoring.
Ask the assistant to draft a structure for the deliverable. Review it, tell it what to change, and it uses that structure when it produces the work.
Deliverables download as Word, PowerPoint, Excel or PDF. You can also ask for the same content in another format, for example a board deck built from the report.
Yes. The assistants in a client workspace work from the same uploaded file, so every consultant on that engagement gets the same sections and headings.
Free plan exports carry a Dimeri watermark. Paid plans have no watermark.
Your templates carry your methodology. Dimeri works from them and from your past deliverables, so every client gets work that follows your firm's structure. If you have none, the assistant can draft a structure for you.
Put the work on one platform
Upload your firm's templates or a past deliverable to the client's workspace. The assistants follow your structure, headings and scoring, and you download the result in Word, PowerPoint, Excel or PDF.
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