AI-Agents for Consultants
Agents help Consultants keep client visits and project work on track.
Shape prospect needs into engagement drafts with clear scope questions.
You get a business proposal draft with costs tied to your service rates and open questions ready for your review.
29 toolsResend client meeting invites when a booked video link changes.
Guests get the current video link in their meeting invitation, and you get an email showing what changed.
25 toolsDraft replies to introductions from clients and trusted contacts.
Your introduction replies are ready to review in the original thread, and a private chat message points you to the draft.
24 toolsPrepare source-linked findings for client reports and note gaps.
Your research findings arrive in a source-linked table, with missing facts and unreadable pages clearly marked.
11 toolsTurn prospect needs into scoped engagement proposals.
Your prospects receive branded business proposals based on their emails and the pricing rules you set.
5 toolsTell clients who covers an engagement and flag urgent project emails.
Your clients hear when their contact returns, and urgent requests reach the colleague covering the inbox.
10 toolsSend approved absence replies and pass pressing client work to the backup.
Your senders hear back while you're away, and your backup sees requests that need attention before you return.
12 toolsFlag client meeting invitations that overlap engagement work.
See a meeting clash before you reply, with a private email showing the invitation and any overlapping work commitments.
7 toolsSend an added client the current consultation link.
Your new guest gets the current meeting time and joining details by email, while you get a confirmation without emailing the other guests.
7 toolsWelcome each new engagement with its agreed scope and kickoff steps.
Your new client gets a personal welcome after signing, with clear first steps and a link to share files.
24 toolsDraft client engagement proposals from call notes and agreed fees.
Your business proposal starts with your call recap and lands in your proposal workspace as a draft with the pricing you approved.
10 toolsGet client meeting transcripts in your inbox before writing minutes.
Your meeting transcript reaches the organizer's inbox with timestamps and speaker labels, ready for review before you write minutes.
10 tools
