AI-Agents for Request Intake in Consulting working with Ninja Forms
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 toolsAssign new client consultations to qualified consultants with open time.
Your prospective clients get a confirmed host and meeting link, while your round-robin rules balance team bookings.
29 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 toolsMatch consulting inquiries to campaign criteria and draft first emails.
Website inquiries reach your campaign with a relevant email draft. You review the message before anyone sends it.
31 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 toolsCheck potential client inquiries against the firm's target profile.
Your outreach register shows which website inquiries are ready to contact and which need a closer look.
28 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
