Your team is spending too much time chasing inputs, cleaning up drafts, and keeping project files current across proposals, meetings, and client reporting. AI agents help your firm stay on top of follow-ups, document updates, and status work so consultants spend more time on billable delivery and less time on admin.
The same client work, but with far less chasing, rework, and late-night cleanup.
No engineering team required. Go from idea to running agent in minutes.
Tell the agent what it should do — in plain language. Or choose from a library of ready-made agent templates built for your industry. No code, no configuration files.
Link your email, CRM, spreadsheets, Slack, or any other tool with one click. The agent reads, writes, and acts across all your connected apps automatically.
Hit start. Your agent runs 24/7 and sends you a clear summary of everything it did — what it found, what it acted on, and what needs your attention.
One common workflow from first request to final client-ready output.
The agent reads the message, identifies the project, and pulls the related client folder, past notes, and current deadlines.
The agent collects past proposals, bios, project descriptions, and approved language from the firm’s shared files.
The agent turns the gathered material into a structured draft with sections for scope, timeline, assumptions, and next steps.
The agent turns each action item into a follow-up task, assigns the owner, and sends reminders based on due dates.
The agent packages the final file, updates the project log, and prepares the next status check so the work stays current.
Built for the repetitive work that slows down proposals, reporting, and day-to-day delivery.
Reads incoming proposal requests, extracts deadlines, scope details, and required attachments when a client email or RFP lands, then creates a clean intake summary.
Turns call notes, transcripts, or recorded meeting summaries into a clear recap with decisions, open questions, and assigned follow-ups right after the meeting ends.
Pulls recent updates from project notes, emails, and task lists when weekly or monthly reporting is due, then drafts a client-ready status update.
Checks incoming drafts, revised files, and final versions when documents are uploaded, then labels, routes, and organizes them in the right project folder.
Uses meeting outcomes, pending approvals, and due dates to send follow-up reminders and draft reply prompts when a response is overdue.
Reviews final deliverables, checklists, and required attachments before a submission or client send-out, then flags anything missing when the package is almost ready.
See how we stack up against manual work and every other automation tool on the market.
One-click connections. No API keys, no developer setup required.
AI agents help public sector consulting firms handle the repetitive work around proposals, meeting notes, task follow-up, document tracking, and status reporting.
Directional results from firms using AI agents to handle the admin around delivery, reporting, and proposals.
"We stopped losing half a day to proposal cleanup and file hunting, and our follow-ups are finally staying on schedule."
Questions owners and operators usually ask before putting AI agents into client delivery and admin work.
If your team is still chasing inputs, rewriting recaps, and fixing document versions by hand, now is the time to put AI agents to work on the repetitive parts before the next deadline stack hits.