AI-Agents for Approvals in Consulting working with Formstack
Check requests, surface missing proof, chase decisions. Every one is ready to run, and you can adjust it in plain language.
Prepare engagement proposals with priced services and open scope questions.
You get a business proposal draft with costs tied to your service rates and open questions ready for your review.
29 toolsSend approved engagement agreements for signature and update the consultant.
Your signer gets a private link to sign the agreement. Your coworker gets a separate link to view the request.
32 toolsDraft a first email linking a prospect's priorities to the firm's offer.
Get a targeted outreach email shaped around your prospect's role and company priorities, with the opening explained before you send it.
38 toolsAdd eligible teammates to private client engagement channels.
Get requested teammates into your private Teams channel without checking every account yourself. See who joined and who needs team access.
19 toolsPut the client's engagement scope beside the draft consulting quote.
Your quote approver can review the client's scope beside the draft quote, with the uploaded file attached from the scope form.
9 toolsSend client engagement agreements and track pending signatures.
Your client agreements reach the right signers, and your contract tracker shows who still needs to sign and when to follow up.
24 toolsResearch prospective clients and prepare emails for consultant review.
See verified leads and tailored messages in your paused campaign, ready for review before outreach begins.
22 tools
