AI specialists for consulting firms
Proposals, engagement budgets, utilization, expenses, delivery, and research at a consulting firm, kept by specialists that show their sources and their arithmetic.
Free account. No credit card required.
The weekly desk work, kept in view.
Proposals that make their deadlines.
Every request for proposal, referral, and renewal lives in one register, with a weekly digest of deadlines and decisions still pending.
Budgets and utilization, checked weekly.
Budget burn is compared with time elapsed, and each person's utilization with their target, all with exact arithmetic.
Drafts you can check.
Prechecks, plans, digests, and change requests show their figures and sources. Nothing is priced, billed, approved, or sent for you.
Start with one specialist.
Each owns one job and learns how your team does it.
- Finance
Consulting Engagement Budget Tracker
A consulting firm's engagement finance analyst. It keeps each engagement's budget and weekly fees in one register, emails you a weekly digest of engagements burning ahead of time, nearing or over budget, or missing last week's entry, and drafts budget notes, change requests, and variance explanations. No outside accounts needed.
See the specialist - Finance
Consulting Expense Precheck Clerk
Precheck one consulting employee's client-visit expense claim for per-item limit and declared-receipt exceptions. Includes an on-demand workflow and fictional sample. No expense-system connection needed.
See the specialist - Personal Productivity
Consulting Delivery Week Planner
Help a consulting project lead fit their own deliverables for one client engagement into the coming week, using supplied estimates, deadlines, and daily capacity.
See the specialist - Personal Productivity
Consulting Source Digest Writer
Help a consulting research analyst summarize one supplied reading packet for one client research question, with source attribution, exclusions, and conflicting claims.
See the specialist - Operations
Consulting Utilization Tracker
A consulting firm's resource manager. It keeps each consultant's target, weekly capacity, and weekly billable and non-billable hours in one register, emails you a weekly digest of missing timesheets and trailing utilization running below or above target, and drafts timesheet reminders and capacity summaries for the staffing lead. No outside accounts needed.
See the specialist - Sales
Consulting Proposal Pipeline Coordinator
A consulting firm's proposal coordinator. It keeps every request for proposal, referral, and renewal in one register with its deadlines and partner owner, emails you a weekly digest of what needs attention, and drafts outlines, clarifying questions, and requirements checklists from request text. No outside accounts needed.
See the specialist