AI for consultancies, agencies, and studios who sell their time.

Inbound contact requests are auto-classified by service line, fee range, and fit. Out-of-scope inquiries get a polite redirect; in-scope ones get a discovery call invitation within 90 seconds.

After a discovery call, the system pulls the call transcript + prospect's intake form + relevant case studies and drafts a customized proposal in the firm's standard format. Partner reviews and edits in 30-45 minutes instead of 3-5 hours.

From the proposal + scope discussion, generates a fully populated SOW with milestones, deliverables, fees, and the firm's standard terms.

Daily dashboard showing pipeline by stage, deal velocity, stalled deals, and weighted forecast, without anyone manually updating CRM stages.

Weekly: pulls project activity, meetings, open issues, milestones, hours burned vs budgeted. Drafts client-ready status update per project in the partner's voice. Partner edits and sends.

Meeting recordings or transcripts get parsed into a structured note: discussion points, decisions made, action items with owners and deadlines. Action items are auto-routed to the responsible consultant's task queue.

Daily: suggests time entries per consultant based on calendar + Slack + project tracker activity. Consultant reviews and confirms in 5 minutes instead of guessing on Friday.

From the project type + client brand assets + prior similar deliverables, generates a starting-point document in the right template (slide deck, brand book, web sitemap, financial model).

Feedback from email, Slack, Loom, Figma, and feedback forms gets transcribed, classified, prioritized, and routed to the right team member. Eliminates the 14-channel feedback chaos.

Agency: pulls every connected platform per client (Meta, Google, LinkedIn, TikTok, GA4, Search Console, HubSpot), runs report template, drafts insight commentary, queues for AM review.

Advisory: pulls QBO + bank data, refreshes KPI dashboard, regenerates cash forecast, drafts variance commentary, drafts strategic discussion section.

Per-client live KPI dashboard refreshing from connected data sources daily. Surfaces anomalies in real-time, not at month-end.

Agency: monitors connected ad-account performance daily; surfaces material drops in CTR, conversion rate, ROAS, or budget pacing within 24 hours so the AM reaches out before the client notices.

Per-engagement dashboard combining hours burned, hourly cost rates, fee billed, expenses, and forecast remaining. Flags engagements going under-margin while there's still time to intervene.

When a project milestone is marked complete, generates an invoice from the SOW, queues for partner review, and routes to the client's AP system once approved.

Compares actual delivered work against signed SOW. Flags scope additions in real-time so the partner can have the change-order conversation before the work is delivered, not after.

Live view of every consultant's billable utilization, project assignments, and capacity for new work. Replaces the spreadsheet that's always 2 weeks out of date.

After every project closes, the system drafts a case study from the project's deliverables + client feedback + measured outcomes. Queues for partner approval before adding to the library.

Design studios: when a brand asset is finalized, updates the client's brand guidelines document with the new asset + updated specs.

When new assets land in shared storage (Dropbox, Google Drive, Frame.io), AI auto-tags by client, project, asset type, and content; surfaces in the searchable asset library.

AI-searchable knowledge base across project deliverables, methodologies, and prior research, so consultants don't reinvent what the firm already did 18 months ago.