AI specialists for consulting firms
Proposals, billing, utilization, and the follow-up after every client meeting, kept by specialists that show their sources and their arithmetic.
The weekly desk work, kept in view.
Proposals from what already won.
The Proposal Writer drafts proposals and RFP answers from your past wins and the client's own words, and tracks every due date and question window.
Budgets and utilization, checked weekly.
The Billing Coordinator warns before an engagement runs over, and the Capacity Planner compares each person's hours with their target.
Drafts you can check.
Proposals, invoices, and reports show their figures and sources. Nothing is priced, billed, approved, or sent for you.
Meet the team.
Proposal Writer
Writes first drafts of proposals, quotes, bids, and RFP answers. It reads the call notes and the request, reuses the best of your past proposals, and drafts the scope, approach, timeline, and pricing in your format, with every assumption listed. It also tracks open RFPs and bids so no deadline or question window is missed.
See the specialistBilling Coordinator
Makes sure you bill for all the work you did. Each billing cycle it drafts invoices from time entries, retainers, contracts, and usage, checks them against rates and terms, and flags unbilled hours and expenses. Each week it warns when a retainer or project budget is close to running out, so the conversation happens before the overage.
See the specialistCapacity Planner
Shows you who has time and who's drowning. Each week it compares scheduled and logged hours to capacity from your time and scheduling tools, flags people over or under booked, reports utilization against target, and lists missing timesheets with reminders drafted. It also looks ahead for weeks where the work outruns the team.
See the specialistMeeting Follow-Up Coordinator
Turns every recorded meeting into follow-through. When a transcript from Granola, Fathom, Fireflies, or Zoom is ready, it pulls out the action items with owners and dates, adds them to your task tool, drafts the follow-up email, and keeps a running log of what was decided. You review the email before anyone sees it.
See the specialistMarket Intel Analyst
Reads the news so you don't have to. Each week it sends a short digest of what changed at your target accounts, at competitors, and in your industry, with one line on why each item matters to you. It watches competitors' pricing and product pages and alerts you when the wording or prices change.
See the specialistMeeting Prep Briefer
Briefs you before the meetings that matter. A few hours before each external or first-time meeting, it reads the attendee list, your past emails and notes with them, your CRM, and recent public news, and sends a short brief: who they are, where things stand, and what to ask. It skips internal standups.
See the specialistClient Update Writer
Writes the updates your clients expect. Each week it reads where the work lives, such as your project tool, case or loan system, or CRM, and drafts a short status update for each client: what happened, what's next, and what you need from them. Each month it drafts the client report in your format.
See the specialistPipeline Manager
Keeps your CRM current without the data entry. After each sales call it logs the notes, next step, and follow-up date to the deal from the transcript. Each week it flags deals with no next step, no activity in weeks, or a close date already passed, so the forecast stays honest.
See the specialistSales Follow-Up Writer
Writes the follow-ups that win deals. After each sales call it drafts the recap with next steps. It watches open proposals and drafts a nudge when a buyer goes quiet. Once a month it finds lost deals worth reopening, such as a new budget year or a new person in the role, with a note drafted for each.
See the specialistContent Writer
Keeps your content calendar full. Each week it pulls ideas from sales calls, support questions, and the work your team finished, then drafts articles, case studies, and LinkedIn posts in your voice. Each published piece is reworked into shorter posts and a newsletter section, so one idea goes further. You publish.
See the specialistCollections Coordinator
Helps you get paid on time. Each week it ages every open invoice and failed payment from QuickBooks, Xero, or Stripe, drafts reminders that start friendly and get firmer, and flags accounts worth a phone call. Rent, retainers, invoices, and subscriptions all work the same way. You send each one.
See the specialistCommitment Tracker
Catches the promises that slip. Each week it reads your sent mail, Slack, and meeting notes for what you said you'd do and what others said they'd do for you, then sends one list: what you owe, what you're waiting on, and nudges drafted for anything overdue.
See the specialist