AI-Agents for Consultants

File client workshop decisions and next steps in the team's notes library.

Your team gets a searchable meeting note with decisions and follow-ups. The recording link stays with the details in your shared notes library.

Works with5 tools

Prepare an engagement proposal from client needs and approved fees.

Get a business proposal draft shaped by your team's sample, with current costs and a link to review.

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Draft engagement proposals from discovery notes and approved fees.

Get a proposal draft tailored to your prospect and based on your business proposal template. Review the terms before sharing it.

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Capture client decisions and next steps from recorded discussions.

Get meeting notes your team can search and share, with clear decisions, follow-ups, and a link back to the recording.

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Resend current client session invites when guests need a new link.

Get the current invitation back to guests who report a missing invite or old video link, with a clear send result for you.

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Review client meeting transcripts before sharing them with hosts.

Get a meeting transcript you can review beside the recording, with supported speaker names and unclear speech marked.

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Ask prospective clients about quoted engagements when follow-ups come due.

Your quote follow-ups go out when agreed check-in dates come due, and you see who replied or needs a personal touch.

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Make recorded client conversations readable in customer history.

You can read the full transcript on the right customer's call timeline before following up, without searching for the recording.

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Draft a client reply that reflects earlier project discussions.

Get a reply draft in the original email conversation when you're unsure what to say, with the earlier exchange taken into account.

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