AI-Agents for Document Conversion in Management Consulting

Export your tables, convert PDFs, transcribe recordings. Every one is ready to run, and you can adjust it in plain language.

Send Agreements for Signature

Send approved advisory agreements to clients and file signed copies.

Your client gets the signature request, and your team finds the signed agreement with its audit page in the final folder.

Works with6 tools
Send Signature Requests

Send approved engagement agreements to the listed client signers.

Your Word agreements reach the right signers in order, with a record of the sent request on the handoff task.

Works with5 tools
Merge Proposal PDFs

Merge engagement proposals and supporting PDFs for account teams.

Get your proposal and supporting PDFs together in the shared account folder, with a link on the deal for your team.

Works with5 tools
Request Agreement Signatures

Send approved advisory agreements for signature and log the deal invite.

Your signers get the agreement to sign, and your seller sees the invitation details on the deal.

Works with12 tools
Send Signature Request

Email approved advisory agreements to client signers.

Your client gets the agreement to sign, and you get the request link and send confirmation on the project.

Works with5 tools
Copy Text From Images

Place strategy workshop slide text below each image in the notes.

Get selectable text below the screenshots and photos in your meeting notes, with unclear words marked for review.

Works with
Send Signature Requests

Send approved advisory agreements to clients for signature.

Your client gets a clear signature request with the deadline, and the agreement owner gets a copy of the invitation.

Works with
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