AI-Agents for Request Intake in Consulting
Check requests, collect missing files, open approval tasks. 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 toolsAdd qualified client contacts to outreach and flag gaps on the sheet.
Get qualified contacts into your outreach register, with duplicates and rows needing review clearly marked on the prospect sheet.
11 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 toolsResend client meeting invitations with the current video link.
Guests get the current video link in their meeting invitation, and you get an email showing what changed.
25 toolsDraft engagement proposals from client goals and approved rates.
Your prospects receive branded business proposals based on their emails and the pricing rules you set.
5 toolsTell consulting clients who covers their engagement and flag urgent requests.
Your clients hear when their contact returns, and urgent requests reach the colleague covering the inbox.
10 toolsReply to client email and hand off requests due before the consultant returns.
Your senders hear back while you're away, and your backup sees requests that need attention before you return.
12 toolsBook client check-ins and reply with the meeting details.
Get meeting requests booked when the time is open, plus answers to schedule questions in the same email thread.
10 toolsSend an added client the latest details for a project meeting.
Your new guest gets the current meeting time and joining details by email, while you get a confirmation without emailing the other guests.
7 toolsUpdate client meeting invitations when joining instructions change.
Your meeting invitation carries revised joining details, and your colleague gets a reply showing which guests were included.
7 toolsSend engagement reviewers each new client file's name and link.
Your reviewers get an email when a file lands in your shared review folder, with its name and a link they can open.
27 toolsCombine client report PDFs in the requested order and reply with a link.
Your teammates get a combined report PDF in their requested page order, with a link back in the email thread.
8 tools
