ai agents for consulting firms

Your consultants' best hours go to work no client ever pays for

The RFP response rebuilt from scratch. The briefing deck assembled the night before kickoff. The timesheet chase that delays every invoice run. The deliverable from 2023 that would answer this exact question, if anyone could find it. We install AI agents that do the assembly, the digging, and the chasing. Your people keep the thinking.

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the manual reality

The work wrapped around the actual consulting

An RFP lands on Friday afternoon. An associate spends the weekend hunting through SharePoint for the last proposal that looked anything like it, finds three half-matching decks, and rebuilds the methodology section a partner has now written eleven times. Meanwhile the kickoff for the engagement you already won needs a briefing pack, so someone junior is copy-pasting from annual reports, filings, and LinkedIn until midnight.

Then month-end arrives and your operations lead sends the same email to the same twelve consultants: please submit your time so we can invoice. The firm sells judgment by the hour, and a startling share of those hours goes to retrieval, formatting, and reminders.

Proposals rebuilt from scratch because the closest past SOW lives on a partner's laptop
Kickoff research packs assembled by hand from annual reports, news, and org charts
Timesheets chased by email every month-end before a single invoice can go out
Deliverables from finished engagements effectively lost the day the team rolls off

where agents earn their keep

What we install inside consulting firms

Every one of these runs inside the tools you already use — your document store, your CRM, your calendar, your email. Nothing here writes a recommendation. Agents handle assembly and retrieval; your consultants handle the judgment.

proposals

Proposals assembled from your best past work

When an RFP arrives, an agent pulls the closest prior SOWs, case summaries, team bios, and pricing structures from engagements in the same sector and service line, then drafts a response in your template. Partners spend their time on positioning and price, not on rewriting the methodology section again.

research

Briefing packs ready before the first call

Before a pitch or a kickoff, an agent compiles the target's financials, recent filings, leadership moves, and press into your firm's briefing format, with sources cited so a consultant can verify anything load-bearing. The junior who used to build it from scratch now reviews it instead.

timesheets

Time captured without the month-end chase

An agent drafts each consultant's time entries from their calendar and project activity, sends the nudge to whoever hasn't submitted, and flags gaps and anomalies before the invoice run. The invoice run stops waiting on the two people who were traveling on the last day of the month.

knowledge

Past engagements, findable again

Your prior deliverables, frameworks, interview guides, and workplans get indexed so an agent can answer "have we done this before" with the actual documents and the names of the people who wrote them — instead of an all-staff email and a shrug.

reporting

Status reports drafted from the work itself

The weekly client update pulled from the project plan, meeting notes, and open action items into the client's preferred format. The engagement manager edits and sends instead of assembling it by hand every Friday.

meeting notes

Client calls filed where the firm can use them

After each client call, an agent writes the summary, logs decisions and action items to the project record and your CRM, and drafts the follow-up email for approval. Six months later, what was agreed in week two is a search away, not a memory.

how it works

Installed between engagements, proven on live ones

We build around your delivery calendar. The first agent goes live on one workflow, with your people reviewing its output, before anything touches a client-facing document unsupervised.

01
Audit
We map where your non-billable hours actually go: which proposals eat the most partner time, how long research prep really takes, how many days invoicing slips waiting on timesheets, and what past work your team keeps failing to find. You get a ranked list of what to automate first, whether you hire us or not.
02
Install
We build the first agent on one workflow, usually proposal assembly or research prep, and wire it into your document store, CRM, and email. It starts narrow: one service line, one template, every output reviewed by a human before it goes anywhere.
03
Run
We operate and tune the agents as your engagement mix shifts. As an agent proves itself on one service line, its scope widens to the next. When a proposal template changes or a new practice area spins up, we adjust the system instead of your team working around it.

Straight answers

Our client work sits under NDAs. What actually happens to that data?+

It stays in systems you control. The agents work inside your existing document store, CRM, and email — we don't copy your engagement files into some third-party database. Where an AI model reads a document, it runs on business-tier APIs whose contracts prohibit training on your data, and every action an agent takes is logged and reviewable. We'll be honest: no system that touches client material is zero-risk, including the one you run today. During the audit we document the exact data path in writing, and if a specific client's NDA requires carving their files out of the index entirely, we do that.

Every engagement is bespoke. Won't AI-assembled work read as generic?+

It would if the agent were writing your recommendations. It isn't. The agents assemble from your own prior work — your SOWs, your frameworks, your language. The draft then goes to a consultant who does the actual thinking. A proposal built from your three best past wins in that sector starts less generic than one an exhausted associate rebuilds from memory at 11 p.m. The judgment stays human; what gets automated is the retrieval and formatting around it.

We bill by the hour. If agents cut hours, don't they cut revenue?+

The hours these agents absorb are mostly ones you can't bill anyway: proposal assembly, pitch research, timesheet chasing, internal status decks. Reclaiming those raises utilization rather than lowering it. The honest caveat: if part of your model is billing junior time for assembly work on fixed-fee engagements, this does change that math — in your favor on margin, but it changes it. Clients are already pushing back on paying consulting rates for collation, so the shift is coming with or without you.

What does it cost?+

Engagements start at $5,000 per month, which covers building the agents and running them — monitoring, fixes, and tuning included, since an unmaintained agent quietly breaks the first time a template or a data source changes. The math is yours to run: count the partner hours going into each proposal and the consultant hours going into research prep each month, and multiply by your rates. The AI opportunity audit is free and tells you exactly what an agent would take over before you commit to anything. If $5,000 a month doesn't fit your firm yet, our free resources are the honest place to start.

Keep going

Proposal writing

How agents draft proposals from your past wins instead of a blank page.

Report generation

Client status reports and internal decks assembled from live project data.

Meeting notes to CRM

Client calls summarized, logged, and followed up without anyone retyping.

Custom AI agents

What we build, how agents earn wider scope, and where humans stay in the loop.

Find out where your firm's hours are really going

The free AI opportunity audit maps your proposal assembly, research prep, and timesheet chase — and shows you which pieces an agent should own first. Same team. Double the output.

Book your free audit

We take on companies ready to invest $5,000+/month. Not there yet? Our free resources are genuinely free.