AI-Agents for Consultants in Handoffs

Find the right consultation link for a client invitation.

Get the right appointment booking link for your invitee note, plus a sentence you can paste without searching every host and meeting type.

Works with8 tools

Draft client engagement scopes for review before sending.

Your client proposal starts as a draft in your chosen template, with the buyer's needs and approved prices ready for your review.

Works with14 tools

Offer clients live consultation times and booking links.

Give colleagues meeting times they can pass to invitees, with booking links and a clear time zone after checking current openings.

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.

Works with

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.

Works with

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.

Works with