AI-Agents for Consulting
Agents help consulting firms keep client engagements moving so their teams can focus on the advice clients need.
Show engagement owners why their proposals need another review.
Your proposal owners get the rejection reason and a link in private chat, so they know what to revise before resubmitting.
6 toolsKeep engagement scope beside proposed terms for review.
Your quote approver can review the latest client scope beside the proposed terms, with differences called out before they decide.
8 toolsAttach current engagement scope and fees to proposal reviews.
Your approvers get the proposal and its supporting files together, without hunting through a shared folder for pricing or scope notes.
6 toolsOrganize client project files when a delivery method is chosen.
Your project handoff task points to a folder with the right Agile or PRINCE2 phases, while your lead sees what details still need attention.
12 toolsSend approved engagement proposals to prospective clients.
Your proposals reach prospects with a personal note, while sales gets the active link and a record of what went out.
4 toolsSend approved engagement agreements for signature and log the deal invite.
Your signers get the agreement to sign, and your seller sees the invitation details on the deal.
12 toolsSend final client agreements to the named signer after review.
Your client gets the agreement to sign online, and your reviewer gets a reply with the signer and request ID.
10 toolsSend approved engagement letters for signature and return signer links.
Your agreement reaches the intended signers, and their invitation links return to the email thread that started the request.
5 toolsSend approved client agreements for signature and share invitation links.
Your signers get personal signature requests from the final agreement you email, and you get a reply with the invitation wording and their links.
5 toolsCheck engagement quotes before clients receive them for signature.
Your sender can see whether a quote has cleared internal review before it goes to a customer. Missing sign-off stays on the document for follow-up.
5 toolsTurn batch reports into dated client documents with links to each result.
Your Markdown reports become dated Google Docs in a shared folder, with a results note linking finished files and naming problems to fix.
4 toolsTurn client kickoff packets into shared engagement folders.
Your project workspace is ready before work starts. The kickoff packet holds folder links and any setup gaps for your coordinator.
5 tools
