AI-Agents for Consultants in Document Review working with Microsoft Office 365
Gather review files, compare deal terms, return incomplete forms. Every one is ready to run, and you can adjust it in plain language.
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 toolsTurn prospect needs into scoped engagement proposals.
Your prospects receive branded business proposals based on their emails and the pricing rules you set.
5 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 toolsGive flagged client questions a next-day task that states the response needed.
See your next steps in the flagged-email task list, with action notes and due dates for tomorrow.
6 toolsFile client session decisions with the original audio.
Your in-person meeting notes land in a searchable team library. Decisions and follow-ups stay linked to the recording.
7 toolsSave client discussion and agreed next steps after each call.
Your team can find decisions and follow-ups from recorded online meetings in the notes library they already use.
4 tools
