Inputs arrive
Email, forms, calls, meetings, files, deadlines, and system events create new work.
AI agents for
Consulting
Client knowledge lives across meetings, decks, task systems, and inboxes while delivery teams recreate the same context.
Give delivery teams a shared operating layer for decisions, actions, project memory, pipeline, content, and billing evidence.
The operating problem
Important work crosses too many disconnected surfaces.
The useful question is not whether AI can answer a question. It is whether an agent can move a controlled workflow from one verifiable state to the next.
Context fragments
People reconstruct the client, project, document, approval, and next action across multiple tools.
Risk appears
Missing provenance, silent assumptions, delayed review, and unclear ownership make automation hard to trust.
The agent coordinates
A configured role gathers the context, acts within limits, and routes exceptions with evidence.
Recommended roster
The agents most useful inside consulting.
Each promise below is rewritten around the industry workflow. The detail page shows the reusable role architecture.
Matter Agent
Marta
I maintain the client delivery state across meetings, documents, tasks, and decisions.
Open Marta
Meeting Agent
Milo
I turn every client call into owners, due dates, and system updates.
Open Milo
Sales Agent
Soren
I keep opportunities current and prepare relevant next actions.
Open Soren
Content Agent
Cora
I turn approved expertise into source-backed content in the firm voice.
Open Cora
Billing Agent
Ellis
I connect work evidence to review-ready billing records.
Open EllisDesign obligations
Control decisions that matter for consulting.
These are architecture requirements to resolve during discovery and design. They are not compliance guarantees.
Client-by-client information boundaries
Approval for client-facing communication
Clear retention of meeting and project memory
Commercial terms controlled by authorized staff
Integration inventory
Connect the systems already carrying the work.
Integration names indicate common targets for discovery. Availability, permissions, API coverage, and usage rights are verified during scoping.
Salesforce
HubSpot
Asana
Monday
NotionAI Readiness Audit
See which agent fits your consulting workflow.
In one working session, we map the workflow, systems, approval boundaries, risks, and the most useful first deployment.
Workflow mapTop three opportunitiesRisk and approval mapIntegration inventory
Book the 60-minute audit