AI-Agents for Consulting
Agents help consulting firms keep client engagements moving so their teams can focus on the advice clients need.
Reopen review when a client's approved engagement scope changes.
Your client scope changes reach the right reviewer before work moves forward, with the earlier decision linked for context.
6 toolsFile client meeting decisions where delivery teams can find them.
Your team gets a searchable meeting note with decisions and follow-ups. The recording link stays with the details in your shared notes library.
5 toolsDraft engagement proposals with client goals and approved fees.
Get a business proposal draft shaped by your team's sample, with current costs and a link to review.
Update first prospect emails to reflect the firm's revised client pitch.
Your cold outreach emails reflect the revised pitch before launch, with specific reasons for contacting each audience ready for review.
Build sourced contact lists for prospective consulting clients.
Get sourced contact shortlists for target accounts you mark ready, with role checks and uncertain matches flagged for your review.
Archive client meeting recordings with searchable session details.
Your team can find finished recordings in the shared archive, with a meeting note linking to the file and an alert when filing fails.
Pair each draft engagement quote with the latest client scope.
Keep the latest client scope beside draft quotes, so your approver can review both documents together before approval.
Find verified work emails for prospective consulting clients.
Get an email lead list of verified work contacts, with source links and a CSV you can review before outreach.
Find verified contacts at companies for consulting outreach.
Your outreach list gains relevant contacts with verified work emails and source links. Unclear company matches go to you for review.
Find companies like current clients and rank them for outreach.
Get a targeted prospect list built from customer examples, with fit reasons, business contact routes, and sources your team can review.
Draft client proposals from discovery notes and approved terms.
Get a proposal draft tailored to your prospect and based on your business proposal template. Review the terms before sharing it.
Draft engagement proposals from changed client requirements.
Get a business proposal draft in your company’s format, with costs and open questions ready for your review.
