AI Automation for Consulting and Professional Services

AI automation can reduce consulting firm onboarding time by 85% and reclaim 28 hours per week spent on meeting notes, scheduling, and admin. Consulting is a people business, but too much of your team's time goes to tasks that don't require their expertise. Proposals, meeting summaries, scheduling, time tracking — these are process problems, not strategy problems. We help consulting firms automate the operational work so your people spend more time on client delivery.

What you can automate

Client onboarding automation

AI collects intake information, generates welcome packets, sets up project folders, and sends kick-off questionnaires — all triggered when a new contract is signed. Your team starts working immediately instead of doing admin.

85% reduction in onboarding time

Proposal generation

Feed in project requirements and AI drafts a complete proposal — scope, timeline, pricing, terms — based on your past proposals and templates. You review and customize instead of building from scratch.

Proposals drafted in 20 minutes, not 3 hours

Scheduling and calendar management

AI handles meeting scheduling across time zones, sends agendas beforehand, and follows up with action items afterward. No more email ping-pong to find a time that works.

Reclaim 5+ hours per week on scheduling alone

Knowledge base creation

AI organizes your firm's collective expertise — past deliverables, frameworks, case studies, methodologies — into a searchable knowledge base. New team members get up to speed fast.

Find any past work in seconds

Meeting summary generation

AI joins your calls (or processes recordings), then generates structured summaries with key decisions, action items, and owners. Summaries go out to attendees within minutes of the call ending.

Reclaim 28 hours per week across your team

Time tracking

AI monitors active projects and prompts team members to log time based on their calendar and activity. It can even suggest time entries based on patterns, reducing the Friday afternoon scramble.

95% time tracking compliance

Common questions

We're a small firm — is AI automation worth the investment?
Small firms often benefit most. When you've got 3-10 people, every hour spent on admin directly reduces billable capacity. Automating onboarding, scheduling, and proposals alone typically frees up 15-20 hours per week across the team.
How do you handle sensitive client information?
We use self-hosted AI models that keep all data on infrastructure you control. Client strategies, financials, and proprietary frameworks never leave your environment. Everything is GDPR compliant and can meet additional regulatory requirements.
Can AI really write good proposals?
AI writes strong first drafts that capture 80-90% of what you need. It pulls from your best past proposals, adapts to the specific opportunity, and gets the structure right. Your partners add the strategic nuance and client-specific insights.
What if our workflows are unique?
That's normal — every consulting firm has their own way of doing things. We map your specific processes during onboarding and configure the AI around how you actually work, not how some template says you should.
How does this integrate with our existing tools?
We connect with common consulting stack tools — Slack, Teams, Google Workspace, Notion, Asana, Monday, HubSpot, and most CRM/project management platforms. If your tools have APIs, we can wire them together.

Ready to explore AI automation for consulting and professional services?

Book a free 30-minute call. We'll talk about your specific situation — no generic sales pitch.

Book a free call