AI-Agents for Consulting
Agents help consulting firms keep client engagements moving so their teams can focus on the advice clients need.
Recap client email threads with decisions and next steps.
Get the decisions and next steps from a long email thread in your private work chat, without rereading the whole conversation.
8 toolsKeep client engagement mail and explain each cleanup decision.
Your inbox stays clearer each week as clearly unwanted mail goes to trash and you get an explanation for every decision in your private chat.
16 toolsTell consulting clients who covers their engagement and flag urgent requests.
Your clients hear when their contact returns, and urgent requests reach the colleague covering the inbox.
10 toolsReply to client email and hand off requests due before the consultant returns.
Your senders hear back while you're away, and your backup sees requests that need attention before you return.
12 toolsPost client meeting links in the project team's channel and confirm delivery.
Your group gets the meeting link and start time in its channel, and the organizer gets a reply confirming delivery.
18 toolsShare engagement scope and payment terms from signed agreements.
Your account team gets a contract summary and a link to the signed agreement in chat, with unclear terms flagged for review.
10 toolsBring client updates and unanswered questions into team chat.
Keep your team current with an email summarizer that posts morning and evening inbox digests, including requests and deadlines.
20 toolsBook client check-ins and reply with the meeting details.
Get meeting requests booked when the time is open, plus answers to schedule questions in the same email thread.
10 toolsKeep canceled client meetings visible with their calendar links.
Your shared calendar shows canceled meetings without losing their links. Your coordinator gets the details by email.
7 toolsFlag client meeting invitations that overlap other engagements.
See a meeting clash before you reply, with a private email showing the invitation and any overlapping work commitments.
7 toolsSend an added client the latest details for a project meeting.
Your new guest gets the current meeting time and joining details by email, while you get a confirmation without emailing the other guests.
7 toolsKeep client team meetings current across shared calendars and flag overlaps.
Your other group sees meeting changes on its shared calendar. The schedule owner gets an email when appointments overlap.
6 tools
