AI-Agents for Consulting
Agents help consulting firms keep client engagements moving so their teams can focus on the advice clients need.
Add joining links to client consultation invites and update guests.
Guests get a way to join remotely when your calendar invites need one, without you making calls and resending updates by hand.
5 toolsPost a video link when an engagement team needs to confer.
Get a fresh video meeting link in your team channel when a teammate asks to meet, with a calendar event ready for everyone to join.
4 toolsReserve one time for every client check-in in a series.
Get a recurring meeting that fits your calendar throughout the series. Your guests receive invitations, and you receive the confirmed schedule.
4 toolsAdd video links to client workshop invitations and update attendees.
Your guests receive a calendar update with a joining link when you mark an invitation “Video meeting” and choose a supported video service.
Keep signed consulting agreements and audit pages together for each client.
Your final agreement folder holds the signed PDF and its audit certificate, and the owner gets links to both.
5 toolsAdd the approved engagement scope to the draft client quote.
Your draft quote carries the scope version your team signed off, so approvers can review the right file.
15 toolsSend approved engagement agreements to clients and record their signing links.
Your signers get the agreement to sign, and their request links appear on the contract ticket without copying details between tools.
14 toolsFlag fee or scope changes between approved deals and revised quotes.
See where a revised quote differs from the deal before your reviewer decides. Find the details on the quote and in team chat.
27 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 toolsFind the right client project file for a colleague's request.
Your coworkers get a file link on their request, even with only a topic or project. Unclear matches come back with a question.
10 toolsPrepare client reports in the firm's Word layout for review.
Your Markdown report becomes a Word document in your team's layout, with tables and links checked and the draft linked on your task.
6 toolsAssemble linked client reports into one PDF in request order.
Your reports or invoices become a single PDF in your shared folder, with a link on the request you submitted.
6 tools
