AI-Agents for Consulting
Agents help consulting firms keep client engagements moving so their teams can focus on the advice clients need.
Find a shared client meeting link and confirm its assigned consultants.
Give colleagues the right team booking link to forward, with clarity on which staff can take the meeting.
5 toolsFind a working client meeting link for the same consultant and session.
Get a checked replacement for an invitee's booking link, with the right host and meeting type, or a clear reason to follow up.
6 toolsShow when prospective consulting clients first hear from sales.
Your CRM shows when a rep first emailed a lead and whether follow-up is owed, with uncertain matches sent to the rep for review.
11 toolsFind companies and leaders that fit a consulting client brief.
Get a ranked B2B lead list from a profile you email, with company fit, available work contacts, and links your team can review.
7 toolsFind client prospects at companies matching a consulting brief.
Get a ranked sales lead list from an emailed target account profile, with available work contact details and source links.
7 toolsFind current contacts at target companies for client prospecting.
Get a sales lead list with public profile links and role-fit notes when you email the companies and titles you want researched.
7 toolsFind businesses in chosen sectors for consulting client reviews.
Get a shortlist of sales leads for your target segment, with source links, signs of current activity, and published contact routes.
7 toolsTurn flagged client meeting emails into appointments with review links.
Get calendar appointments from flagged emails when details are clear, plus a confirmation email linking to each entry for review.
5 toolsAdd joining links to virtual client consultation invites.
Your guests get updated invitations with a video link, and you get an email explaining the fix when a virtual appointment needs one.
4 toolsFind engagement documents and check colleagues can open their links.
Your coworkers get a shared file link they can open, or a clear next step when the file or access needs attention.
7 toolsArchive recent unstarred mail so starred client emails stay visible.
Keep starred emails in view while recent unstarred messages leave your inbox each day. Choose when the cleanup runs.
6 toolsDraft client emails about engagements for a manager to review.
Your client email drafts are ready to review, with the tone and details your teammates requested. You decide what to edit and send.
5 tools
