AI-Agents for Consulting working with Chatwork
Keep your team focused and working together with Chatwork's team chat, tasks, video chats, and more in one place.
Show 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 toolsGive each approved client engagement a linked shared folder by project ID.
Your team can find new project work in a shared folder named by your rules, with its link on the project row and in the requester's chat.
15 toolsSummarize new client engagement terms for the team to verify.
Your team gets a contract summary in chat, with the agreement's key terms, source links, and any details that need a closer look.
18 toolsKeep client engagement rosters aligned with approved private channels.
Keep confidential project rosters and private Teams channels in sync, with owner approval and team access checked before anyone joins.
10 toolsAsk prospective clients for the next step in an engagement discussion.
Keep prospect conversations moving with relevant follow-up emails, and see what went out or needs your attention.
19 toolsClear former project staff from client engagement channels.
Your roster shows which channel removals worked and which memberships still need attention after a departure or role change.
9 toolsSuggest shared openings for consultants across regional offices.
Get meeting options that fit your team's calendars and work hours, with local times for every office in the request chat.
8 toolsFind shared openings for client engagement teams.
Find a meeting time that works for everyone without comparing calendars yourself. Get shared openings back in the same team chat.
8 toolsFind shared meeting times for consultants working across client regions.
Get meeting options across time zones, based on your team's current calendars and the local hours you choose for each person.
8 toolsAnswer project teams from shared methods guides and cite each guide.
Your teammates get answers in the same chat conversation, with document names they can check for themselves.
12 toolsPut consultants' receipts in the expense log for review.
Your expense tracker gets linked receipt entries from work chat, with unclear amounts or dates called out for review.
9 toolsCapture client engagement terms from contracts shared in team chat.
Your team gets a linked tracker row and a contract summary to check when someone shares a readable contract file in chat.
9 tools
