AI in consultancies

Proposals go quiet, meetings arrive unprepared, and invoices slip while everyone is billing. Our agents follow up the proposals, prepare you for every meeting from your own records, and keep the invoices moving.

A day with the agents.

The jobs change with the business; the shape of the day rarely does. Here is how it runs for a consultancies.

09:15
Brief readyBefore the 09:30 call: who you are seeing, what was agreed last time, what they owe you and what you promised.
10:40
Proposal chasedThe prospect who went quiet after Friday's proposal gets a short, polite follow-up in your voice.
12:30
Agenda sentThe kick-off agenda goes out with the pre-read, built from the proposal and your notes.
16:10
Notes filedYour voice note after the review becomes tidy notes and actions in the CRM, with owners and dates.
17:05
Invoices raisedThree milestones reached this week become invoices, sent with payment links.

What the agents take on.

Start with one. Most consultanciess we work with add a second within three months.

Meeting-prep agentA brief before every meeting from the CRM and email
Follow-up agentChases proposals and open questions
Records agentTurns voice notes into filed notes and actions
Billing agentMilestone invoices raised and chased
Booking agentFinds and books time across clients
Insight agentA Monday view of proposals and their status

At a glance

What a build looks like for a consultancies: the systems we connect to, the rules we build in, and what it costs.

Built for the rules of your sector.

Agents act on your behalf with your patients and customers, so we build them to the standards your regulator and your professional body expect.

  • Confidentiality by engagementEach client's material is scoped to that engagement; nothing leaks between briefs.
  • Your voiceFollow-ups and agendas are written in your tone from your past correspondence.
  • Drafts firstAnything sent externally is a draft you approve until you choose otherwise.
  • Everything filedNotes, actions and messages land in the CRM, not in a chat log.

Tell us about your week.

A free 45-minute call. You describe how the consultancies runs; we tell you which job an agent should take first and what it would save.

Book a call