For consulting firms

Run a leaner consulting firm without dropping quality.

Scale without adding headcount. We automate onboarding, billing, knowledge, and reporting so partners stay on billable work.

Consulting firm automation

Teams we ship for

IBM
Sage
Wonderbox
Neoday
XGrowth
Arcads
Argil
Earleads
Just Russel

The stack we ship on

Engineers stopped being the bottleneck.

The bottleneck moved to orchestration. Claude Code is the brain, MCP plugs into your stack, E2B sandboxes every action. One of our engineers ships like three normal hires.

  • 01
    Claude Code
    Claude Codethe brain · subagents · MCP
  • 02
    Anthropic
    Anthropicmanaged agents · runtime
  • 03
    Cursor
    CursorIDE pair-programming
  • 04
    n8n
    n8ncron · webhooks · glue
  • 05
    E2B
    E2Bsandboxed compute

What we automate for consulting firms

Onboarding, kickoff, CRM updates, knowledge transfer — manual and repeatable. We rebuild it as one connected workflow.

A single view of the firm

Resourcing, project status, billing, and client context in one place. Partners see where time is going without chasing five tools.

Connected consulting workflow

Project tracking and billing, without the manual cleanup

Scope creep wins when nobody catches it. We track hours and milestones live, so invoices match the work.

Billing that runs itself

Manual billing is slow and creates the kind of errors clients remember. We wire invoicing into the work itself.

  • Faster cash flow: invoices go out the moment a milestone is approved.
  • Less admin: no more spreadsheet juggling for finance.
  • Cleaner client breakdowns: what was delivered, when, and at what cost.

Zero revenue leakage

Every billable hour and milestone tracked in real time. Nothing falls through the gap between delivery and invoice.

Onboarding and CRM for consultants

Client onboarding and CRM that doesn't slow you down

The first 30 days set the tone. Welcome emails, document collection, kickoff — all triggered the moment a contract is signed.

One CRM, one source of truth

We connect your sales pipeline to delivery so nothing gets re-keyed between tools.

  • Full client history: discovery calls through delivery, tracked automatically.
  • Meeting intelligence: AI pulls action items and sentiment out of every call.
  • Status updates without effort: clients stay informed without a partner writing the email.

Knowledge, meetings, and document drafting

A small team needs to find what the firm already knows. Searchable repos from past case studies, decks, and research — stop digging, start delivering.

AI meeting notes that go somewhere

Every call gets summarized, action items get routed to your PM tool, and partners get flagged on anything that sounds like risk.

  • Client recap: sent the moment the call ends.
  • Action items: routed into your project tracker, not a Notion doc nobody reads.
  • Risk alerts: partners pinged when sentiment shifts.

Document drafts in minutes, not days

Reports, audits, and proposal drafts generated from your past work. The writing is still yours — we just remove the blank-page problem.

Document automation for consulting firms

Want a workflow audit for your firm?

30 minutes. We map where onboarding, billing, and knowledge leak time, and show where automation pays back fastest.

Onboarding audit — where new clients lose time before billable work starts.
Profitability scan — where margins leak between delivery and invoicing.
Knowledge review — what your firm knows but can't find quickly.

Request Your Consulting Firm Blueprint

Don't take it from us

Hear it from the operators we shipped for.

Real founders. Real cameras. No scripts. Different industries, same agent stack.

Elie Salame - COO at Adstronaut.io

Elie Salame

COO · Adstronaut.io

Wytze de Haan - Co-Founder at Narrative
Ana María Martínez - CEO at EasyClick
Roald Larsen - CEO at Untaylored
Jim Adams - CEO at MeetLexi
Othmane Khadri - Founder at Earleads
Connor Miller - Technical Director at Uniworx

Common questions

Built for consulting firms that ship.