AI-Agents for Consulting
Agents help consulting firms keep client engagements moving so their teams can focus on the advice clients need.
Check client meeting confirmations for conflicts and draft replies.
Get a reply draft for meeting and appointment confirmations, with calendar differences or scheduling conflicts called out before you send.
5 toolsDraft client engagement proposals from RFP requirements and approved fees.
Get a tailored RFP proposal draft in your sales inbox, with unanswered requirements clearly marked for review.
4 toolsSurface client decisions that need a reply before engagement updates.
Start your day with a short inbox summary that puts unanswered requests and deadlines first, with routine updates grouped below.
6 toolsEmail client meeting transcripts to organizers before they write minutes.
Get your saved live transcript by email after a meeting without a recording. Review the full discussion before writing minutes.
5 toolsMatch client meeting requests to available consultants.
Your coordinator gets a short list of available times and the right booking link in the request conversation, ready to share.
5 toolsFlag client meeting clashes when engagement schedules change.
Get a short email when your schedule changes, with any new meeting clashes and a follow-up to check.
4 toolsLog consultant travel receipts with their forwarded emails for review.
Your shared expense tracker shows purchase details alongside the receipt. Finance can open the forwarded email during review.
4 toolsTurn flagged client questions into next-day follow-ups with clear actions.
See your next steps in the flagged-email task list, with action notes and due dates for tomorrow.
6 toolsCheck client meeting bookings against the latest agreed details.
Your clients get appointment confirmation emails with a link to change the time, while your scheduler sees bookings that conflict with the email exchange.
5 toolsRelease approved first emails to prospective clients with a dated send record.
Your first-contact emails go out across your team's send windows, with opt-outs checked and a dated ledger of the results.
7 toolsTurn prospect call notes into emails about the work discussed.
Your sales call follow-up email reflects your notes and recent replies, with the send result right on the call.
8 toolsSend final client reports to each contact and report delivery failures.
Your finished packet goes to the people you name, with a delivery ledger showing failed addresses and messages still pending.
5 tools
