AI-Agents for Consulting

Update client meeting invitations when joining instructions change.

Your meeting invitation carries revised joining details, and your colleague gets a reply showing which guests were included.

Works with7 tools

Draft client replies using approved project facts and the full email thread.

Get a reply draft in the original conversation, with the sender's questions addressed and uncertain facts marked for your review.

Works with9 tools

Send engagement reviewers each new client file's name and link.

Your reviewers get an email when a file lands in your shared review folder, with its name and a link they can open.

Works with27 tools

File signed consulting agreements for client team handoffs.

Your team gets links to the final signed agreement and its signing record, with both filed in the folder you choose.

Works with7 tools

Combine client report PDFs in the requested order and reply with a link.

Your teammates get a combined report PDF in their requested page order, with a link back in the email thread.

Works with8 tools

Welcome consulting clients with engagement details and a shared folder.

Your new clients get a welcome email with their project details and shared folder link. You see confirmation or the details needed first.

Works with24 tools

Welcome new consulting clients with the engagement scope and next steps.

Your new client gets a personal welcome after signing, with clear first steps and a link to share files.

Works with24 tools

Send approved engagement handoffs to client contacts and log each send.

See every send result beside the recipient's name after you mark a handoff note Ready in your shared folder.

Works with19 tools

Renew contact on consulting opportunities using the latest client email.

Keep your sales follow-up process moving with relevant emails at key deal stages and a clear record of every send or hold.

Works with31 tools

Report the number and value of prospective client engagements.

Get a sales pipeline report in the same email thread, with the deal count or value and the filters behind it.

Works with33 tools

Prepare client prospect lists from current sales records.

Get a lead list from your existing sales records, with duplicates handled and a CSV that links back to the records behind every row.

Works with25 tools

Answer prospective clients and ask to discuss a possible engagement.

Get a relevant reply when the next step is open, plus a task that tells your rep what the prospect said and what comes next.

Works with23 tools