For consultants with a finished project to show
Case Study Generator From Your Final Report
An anonymized client case study from your final report or deck, with every result sourced, plus a testimonial draft, LinkedIn post and proposal credential.
Free to start. No card needed.
How to write a client case study by hand
Start with the evidence, not the story. For each result, note the before and after figures, the period, the scope ("two of nine sites") and its source, such as the finance ledger. If something "improved" without a number, get the figure or leave it out, and keep projected savings out of the results: a forecast is not a result. A published case study is marketing, and in the US the FTC requires a reasonable basis for advertising claims before they are published1.
Lead the headline with the main result, as in this invented example: "A regional hospital group cut agency nurse spend by 32% in two quarters." Then cover the client and the stakes, the challenge, a short approach in three to five steps, the results and what's next, in about a page. An SBA tip sheet for firms in its 8(a) program uses the same order: problem, approach, outcome and impact2. It also suggests at least two such stories, so buyers see you don't fix every problem the same way.
Finally, anonymize: describe the client by industry, size range and region, remove people, products and places, and keep the result figures. Then reread it as a competitor would, since one unusual detail can still give the client away. Check your contract's publicity terms, then send the client the full text, testimonial included, and get their choice in writing: named, anonymous or no use. Under the FTC's Endorsement Guides3, quotation marks signal the endorser's exact words, so quote only words the client said or approved.
How it works
How does River turn your final report into a case study?
Drop up to 10 files from the project, such as the final report, closing deck or closure report, or paste a summary. River reads all of it before writing, noting where each result appears and anything the client said in their own words. Then it writes an anonymized case study of 400 to 600 words, with a testimonial draft for the client to edit. A LinkedIn post of about 150 words and a three-line credential for proposals land in the same doc.
A case study is a claim about results. Members of IMC USA, which certifies management consultants in the US, pledge in its code of ethics4 not to advertise their services in a deceptive manner. So every result River reports shows where in your files it came from, and the Source column says when River worked out a change itself. Projections stay in What's next, and a result your files give without a number goes under What's missing, with the question to ask.
Use it in the last week of a project, while your team still remembers how each result was measured. The doc ends with what to ask the client, so approval can start before everyone moves on. If you'd rather write it yourself, the case study template has every section, and a project closure report gathers the results first. Afterward, the credential goes into your next consulting proposal and the case study into the past performance section of a capability statement.
How it works
From final report to case study
Drop your report
Drop up to 10 Word, PDF or PowerPoint files from the project, or paste a short summary of it.
River reads everything
It reads every file before writing, noting each result's figures, period, scope and source page.
Get four pieces
The case study, testimonial draft, LinkedIn post and proposal credential land in one doc, with gaps listed.
Edit and get approval
Edit anything or ask for changes, then let River write the email asking your client to approve it.
A regional hospital group cut agency nurse spend by 32% in two quarters (example).
Agency spend fell from $1.9M to $1.3M a quarter after charge nurses helped build a staffing model for six units and a weekly float pool review.
- SourceFinal report, p. 12: finance ledger, Q1 against Q3. The 32% is calculated from those two figures.
- MissingThe report says vacancies improved but gives no figures, so it stays out of the results.
What you'll get
A case study, testimonial draft, LinkedIn post and credential from your report
- An anonymized case study, each result shown with where it was measured
- A testimonial draft, clearly marked, for your client to edit and approve
- A LinkedIn post and a three-line credential for proposals
Before and after
Your final report in. Proof you can use out.
A 34-page final report for a regional hospital group. Agency nurse spend fell from $1.9M to $1.3M a quarter, Q1 to Q3, from the finance ledger. A new staffing model was built with charge nurses on six units, and the float pool is reviewed weekly. The vacancy rate "improved", with no figures. In the steering committee minutes, the chief nursing officer says the float pool "paid for itself by June".
Headline: A regional hospital group cut agency nurse spend by 32% in two quarters. Results: Agency nurse spend from $1.9M to $1.3M a quarter, Q1 to Q3. Source: final report, p. 12, finance ledger; the 32% is calculated from these two figures. Testimonial draft for the client to edit: "The float pool paid for itself by June." Draft, based on the chief nursing officer's words in the steering committee minutes. Not a quote until approved. What's missing: vacancy figures. The report says they improved but gives no numbers.
Each result keeps its source. Anything the report asserts without a number is named, not filled in.
What lands in your doc
What's in your case study
- An anonymized case study with a results-first headline, the situation, the challenge, your approach and what's next
- A results table with each measure, before and after figures, the period, and its source in your files
- A testimonial draft in the client's voice, marked for their approval, with what each line rests on
- A LinkedIn post of about 150 words that names no client and ends with a question for readers
- A three-line proposal credential: the client and their problem, what you did, and the result with its number
- What's missing, such as a baseline or an identifying detail, and what to ask the client before publishing
Questions consultants ask
Common questions
What is an AI case study generator?
An AI case study generator writes a first draft of a client success story from material you give it. River's generator works only from that material, such as your final report, closing deck or a pasted summary. Every result keeps its source, and anything your files don't support is listed as missing instead of filled in with a plausible number.
How do I write a case study with River?
Drop your final report or closing deck into the box at the top of this page, or paste a summary, then choose Write my case study. River reads every file first. Then it writes the case study, testimonial draft, LinkedIn post and proposal credential into one doc in your free River workspace. Edit it there, and ask River to write the approval email to your client.
Will it invent results or client quotes?
No. Results come only from your files, each with its source, so you can check every figure before you publish. Projected savings stay out of them. Words go in quotation marks only where your files record the client saying them, copied exactly, with who said them and where. The testimonial is marked as a draft, with a note on what each line rests on.
How does it anonymize the client?
It describes the client by industry, size range and region, and leaves out names, people, products, systems and exact places in every section. The result figures stay, because they are the proof. River then lists any detail that could still identify the client, such as being the only hospital group in a city. If your files say the client agreed to be named, it can name them.
Do I still need the client's permission?
Yes, ask even for an anonymous case study, because clients recognize their own projects and your contract may limit publicity. Share the full text, let them choose to be named, anonymous or left out, and keep their written reply. US federal agency clients are a special case: ethics rules bar agency employees from using their position or title to endorse a service5, so leave out the testimonial.
Is my client's report kept private?
Your files stay in your own River workspace, private to you unless you share them. To write the case study, River sends them to the AI services that do the work. River's privacy policy says neither River nor those services train models on your content. If your client contract restricts where its material can go, check it before you upload.
Is the case study generator free?
Yes, it is free to start, with no card needed. Your case study opens in a River workspace, where you can edit it, share it or ask River to change it. Paid plans add more AI use and access to the most advanced models.
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