AI-Agents for Consulting
Agents help consulting firms keep client engagements moving so their teams can focus on the advice clients need.
Send consulting agreements for client signature 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.
6 toolsSend approved client agreements for signature and log the invitation.
Your Word agreements reach the right signers in order, with a record of the sent request on the handoff task.
5 toolsFile client workshop decisions with the recording for later review.
Your in-person meeting notes land in a searchable team library. Decisions and follow-ups stay linked to the recording.
7 toolsNote how a revised engagement quote compares with the approved deal amount.
See quote changes beside the deal amount your team signed off, with the difference recorded on the deal.
18 toolsKeep draft client quotes aligned with the latest engagement scope.
Your draft quote shows the revised deal scope after sales updates the file on the deal, so reviewers see the right attachment.
6 toolsDraft articles that answer prospective clients' questions.
Your next blog post draft is ready to review in your document editor, with a title, meta description, and useful links when they fit.
7 toolsSend checked engagement tracker extracts to partner firms.
Your partner gets the tracker slice you chose as a CSV, with a note showing how many records the view left out.
6 toolsLog consultant travel charges with receipt links for finance review.
Your shared expense log tracks company card charges, links available receipts, and shows what your finance reviewer needs to check.
6 toolsMerge client proposals and supporting PDFs for deal teams.
Get your proposal and supporting PDFs together in the shared account folder, with a link on the deal for your team.
5 toolsList missing client agreement files before approval resumes.
Your requester sees exactly which contract files are missing, while the approval stays in correction for follow-up.
11 toolsSend changed engagement proposals through another review.
Your delivery manager sees changed proposal terms and a pending review before the team moves forward.
11 toolsLink revised client deliverables to a fresh review before delivery.
Keep client drafts from moving forward on an old decision. See what changed and who needs to review the current version.
9 tools
