Inserviss LabsWhat you’ll see
Your console, from day one
Shortlist opportunities, overnight work, reach, engagements influenced — one live view.
Opportunities your agents found
Ranked by how fast you can win them
"Best M&A advisor for [industry] deals under $50M"
Nobody cited yet · ~85 asks/month · exactly your specialty
"Boutique tax firm for [situation]"
High value · a mega-consultancy is named instead · winnable in ~3 weeks
"Consulting firm for [specific transformation]"
Nobody cited yet · ~60 asks/month · matches your practice area
"[Firm] case results" — nothing published, so AI has nothing to cite
Your outcomes live in a pitch deck an AI model will never read
"Who does turnaround M&A work" — cited, but names a mega-consultancy
You’ve run this exact playbook dozens of times
Just paste your website or firm name — no forms, no design work
AI Visibility Score
One number. Every engine. Never blended.
0–100 for whether AI names your firm on a shortlist and gets practice areas, sector expertise and fee approach right. Toggle three months forward.
Illustrative — a sample advisory firm
0F
Named by AI · How often assistants name the firm on a shortlist at all0
Vs. competitors · Share of the answer next to LinkedIn, the marketplaces and the Big Four0
Facts correct · Whether practice areas, sector expertise and fee approach are right and current0
Listed where AI looks · Completeness on Clutch, GoodFirms and the directories assistants pull from0
Site AI can read · Whether the firm’s practice-area and expertise pages are machine-readable0
Where the firm stands, engine by engine — never blended
ChatGPTwhere a buyer benchmarks providers before a callNot cited
Microsoft Copilotwhere the shortlist / RFP memo gets draftedNot cited
Google AI Overviewsthe broad “best [type] firm for [problem]” surfaceNot cited
Perplexityresearch-oriented buyers checking credentials & sourcesNot cited
GeminiNot cited
Anthropic Claudeincreasingly powers internal research toolsNot cited
AI rarely names this firm on a shortlist — and when it does, a practice area or a fee approach is out of date. Buyers are being routed to LinkedIn, B2B marketplaces like Clutch, and the Big Four instead.
Features
Features that help you manage and grow your business
✓ Structured practice-area & sector-expertise pages✓ Plain-language fee-approach page✓ Partner credential pages & a consultation intake flow
Knowledge graph
The asset that compounds
Every month, AI verifies more facts about your firm — practice areas, sector depth, fee approach, partner credentials, representative engagements — and they stay. A competitor starting today is months behind.
Scout — verified factMaker — published answerAnchor — directory & press placement
A sample of the graph. Scout verifies the facts, Maker publishes the answers, Anchor gets the directories and press right — and it only ever grows. Illustrative figures.
Monthly report
One report. Every month.
Your score and its trend, citations by engine, where you stand against the firms buyers compare you to, what the agents did, and what needs your review.
Illustrative sample — not a real client’s data.
Monthly AI Visibility Report
Meridian Advisory Partners
August 2026
Delivered 1 September 2026
Across 6 engines, 42 tracked queries, 3 named competitors.
AI Visibility Score ·
Meridian now appears on roughly one in three AI-built shortlists for its practice areas — a month ago it appeared on almost none. On “best boutique firm for [sector] operations”, LinkedIn and a marketplace still answer in your place.
Key numbers
35%
Overall citation rate
▲ +15pts
2nd
Share of voice, 3 named rivals
▲ from 4th
95%
Practice-area accuracy
▲ +11pts
20
New knowledge-graph entities
▲ 138 total
Citation rate by engine — never blended
ChatGPT42%
Microsoft Copilot — new this month27%
Google AI Overviews31%
Perplexity24%
Anthropic Claude22%
Gemini17%
Copilot grounding data — new source, live since domain verification
49
Grounding queries matched your practice areas
16
Shortlist-intent queries, of 49
3
Pages cited (0 last month)
5 of 16
Shortlist-intent queries you now win
▲ from 1 of 16
Citation share — you vs. named competitors
“Best boutique firm for [sector] operations turnaround”
“Alternative to the Big Four for [problem]”
“Is Meridian Advisory Partners any good”
Flagged for your review
FixChatGPT still lists a practice area you sunset last year — sent to Maker for correction.
Gap“Fixed-fee diagnostic for [sector]” has no answer page — 13 shortlist-intent queries a month, never cited.
What your agents did in August
Scout verified your Bing Webmaster Tools domain — Copilot grounding data is now live
Maker published a structured “[sector] operating-model” practice-area page with full schema
Scout re-sampled 42 tracked questions across all six engines
Anchor submitted an updated Clutch profile and service focus — pending review
While the office was closed for the weekend
Scout caught a competitor’s new sector-focus page going live on Saturday
Anchor aligned the LinkedIn company page and partner bios with the site
Maker ungated a representative-engagement summary so Copilot can quote it directly
Knowledge graph — your persistent asset
138
Entities tracked (+20)
660
Verified connections (+142)
93%
Average confidence score
The graph is yours and it compounds. Every month it holds more verified facts about your firm — practice areas, sector depth, fee approach, partner credentials, representative engagements — so answers get harder to get wrong and the firm gets harder for a competitor to displace. Stop, and it stops growing; stay, and each month starts further ahead than the last.
Focus for September
Close the fixed-fee-diagnostic content gap — 13 shortlist-intent queries a month, unanswered
Push citation share on “alternative to the Big Four for [problem]” past the 71% marketplace lead
Complete the GoodFirms profile and the next trade-press briefing
Just paste your website or firm name — no forms, no design work
FAQ
The detail, if you want it
When a buyer shortlists providers, they now ask ChatGPT to benchmark firms and draft the RFP memo in Copilot before a referral call ever happens — and only about 7% of AI answers name a specific firm, with LinkedIn cited more often than any accounting or consulting brand.¹ Inserviss measures exactly where you're losing that citation across all six engines, rebuilds your practice-area, sector-expertise and fee-approach content into structured, answer-first pages the engines can quote, and — for larger firms — does the guided directory and press work self-serve software can't do alone.
Three ways. The invisible shortlist: a buyer's Copilot RFP memo names LinkedIn, Clutch and the Big Four, and never you, because your expertise isn't structured for anything to reference. The stale profile: an engine describes a practice area you've moved on from, or a sector focus you've since built. The generic hedge: asked which firm fits a specific problem, the assistant says “it depends, look at a few firms” instead of naming yours — because nothing on your site answers that exact question in a way it can lift.
ChatGPT is where a buyer benchmarks providers before a first call. Microsoft Copilot is where the shortlist and the RFP memo actually get drafted, inside Microsoft 365. Perplexity is where research-oriented buyers check credentials and sources. Google AI Overviews is the broad “best [type] firm for [problem]” surface, and Claude increasingly powers internal research tools on the buyer's side. Every score, table and recommendation Inserviss produces stays per-engine — we never average them into one blended number, because the engines behave differently and diverge.
One system, three jobs. Scout samples ChatGPT, Copilot, Gemini, Claude, Perplexity and Google AI on the questions a shortlisting buyer in your space actually asks, and tracks whether you're named, where, and whether the practice areas and fee approach are right. Maker is the on-domain fix: answer-first practice-area and sector-expertise pages, structured representative-engagement content, a fee-approach page, full schema, and a consultation intake flow. Anchor is off-domain — Clutch, GoodFirms, LinkedIn, trade press and rankings — kept complete and consistent with your own site. Nothing publishes without your review, built to stay within your professional conduct rules.
On your site, Maker turns a vague “what we do” page into structured per-practice-area content with sector depth and who each service is for, turns a partner-bio grid into machine-readable credential pages, publishes a plain-language fee-approach page, adds structured representative-engagement content, and adds schema and an llms.txt. Off your site, Anchor takes your Clutch and GoodFirms profiles from thin to complete, your LinkedIn company and partner pages from inconsistent to current, and your trade-press and rankings presence from ad hoc to maintained. Every change is tracked with a before, an after, and the date it moved.
Referrals still work, but 61% of buyers now consult AI when shortlisting a provider before a referral call ever happens¹ — and AI can't cite what isn't written down and structured. This builds the citable record referrals never leave behind, alongside what already works for you.
Yes — service and practice-area descriptions, fee disclosure, and case-study content are all built to stay within what your professional rules actually permit, and nothing publishes without your review first.
Structured practice-area and expertise content is still the highest-leverage fix on its own — AI rewards specificity and structure, not just outcome data. Case studies help once you’re ready, but they’re not the only evidentiary bar this research documents.
Not yet, and we won't tell you otherwise. Anchor (keeping Clutch, GoodFirms, LinkedIn, and trade-press coverage complete and consistent with your own site) is the next thing we're building, not something you can buy today. Scout and Maker are both live now and address the two most-documented gaps in this research on their own.
See where AI is sending your shortlist
One diagnostic, six engines, free.