AI-Agents for Management Consulting
Agents help consulting firms stay focused on client strategy and change as engagements move forward.
Send approved engagement agreements to the listed client signers.
Your Word agreements reach the right signers in order, with a record of the sent request on the handoff task.
5 toolsKeep strategy session decisions and owners easy to revisit.
Your in-person meeting notes land in a searchable team library. Decisions and follow-ups stay linked to the recording.
7 toolsMerge engagement proposals and supporting PDFs for account teams.
Get your proposal and supporting PDFs together in the shared account folder, with a link on the deal for your team.
5 toolsFlag changed strategy drafts for renewed client review before handoff.
Keep client drafts from moving forward on an old decision. See what changed and who needs to review the current version.
9 toolsTurn client presentation notes into a narrated deck for review.
Your PowerPoint with audio narration is ready to share, with recordings placed on the slides they belong to.
Assign rejected engagement proposals for revision with the reviewer's reason.
Your proposal owners get a revision task in their task list. They can open the proposal and see the reviewer's reason when provided.
13 toolsLink structured project folders to client engagement handoffs.
Your project handoff task points to a folder with the right Agile or PRINCE2 phases, while your lead sees what details still need attention.
12 toolsShare approved strategy proposals with prospects from the sales mailbox.
Your proposals reach prospects with a personal note, while sales gets the active link and a record of what went out.
4 toolsSend approved advisory agreements for signature and log the deal invite.
Your signers get the agreement to sign, and your seller sees the invitation details on the deal.
12 toolsBuild shared folders for strategy engagements with access rules.
Your project workspace is ready before work starts. The kickoff packet holds folder links and any setup gaps for your coordinator.
5 toolsVoice approved client decks and time each slide transition.
Get audio narration for your slides as a single track, with timed cues your presenter can follow during the walkthrough.
Draft strategy proposal answers from approved firm materials.
Get a response draft your sales team can review, with answers backed by your company documents and gaps clearly marked.
