Prospects filtered, proposals fast, retainers that renew.Your expert time goes back to the work.
Prospect qualification, scope-and-fee proposals with follow-up, hours and retainer billing, and contract renewal — so your expert time goes to clients instead of administration.
Where your billable time goes
In consulting your inventory is your time, and every hour on admin is an hour you don't bill. These are the bottlenecks in most consultancies and consultants.
Prospects who don't fit consume your calls
You get inquiries from prospects outside your scope or budget, and discovery calls with people who'll never hire take your billable hours.
Scope proposals that drag
Building each scope-and-fee proposal takes time, and while you prepare it the prospect cools off or moves forward with a faster consultancy.
Hours billing and collections that consume you
Logging hours, issuing invoices, and chasing payments steal expert time and delay the firm's cash flow.
Retainers and contracts that don't renew
The contract or retainer expires and nobody renews it in time. The most profitable and stable recurring revenue in consulting is lost.
Scattered deliverable and client follow-up
Milestones, deliverables, and communication with each client spread across emails and notes. Open items get lost and perceived value drops.
No time to build authority or new prospects
All the time goes to delivery, so the new-client pipeline dries up and growth depends on word of mouth.
AI agents for your consultancy
Connected to your CRM, billing, and project management, giving you back expert time around the clock.
Qualification & discovery agent
Filters prospects by scope, budget, and fit with your specialty, and books the discovery call only with those who can actually hire.
Proposals & follow-up agent
Builds the scope-and-fee proposal from your templates and rules, sends it, and follows up to signature, keeping the prospect from cooling off.
Billing & collections agent
Reminds of hours and retainer billing, issues payment reminders, and follows up collections, protecting cash flow without stealing your expert time.
Deliverables-management agent
Coordinates milestones and deliverables with each client, sends reminders, and keeps communication current, sustaining perceived value throughout the project.
Retainer-renewal agent
Detects contract and retainer expirations and handles renewal at the right moment, securing the continuity of recurring revenue.
Authority & nurturing agent
Keeps contact alive with your network and prospects from your content and cases, nurturing the pipeline without pulling you off delivery.
Results in your billable time and recurring revenue
A consultancy loses profitability to calls that don't fit, slow proposals, collections that consume, and retainers that don't renew. Automation gives you back expert time and sustains recurring revenue without adding admin staff.
-50%
time on proposals & admin
+30%
proposals closed with follow-up
+20%
retainer renewal
15 h
billable hours recovered per week
Connected to your firm's tools
How we implement it in your consultancy
Firm diagnosis
We analyze your sales process, proposals, billing, and renewals to find where billable time and recurring revenue are lost.
Design on your processes
We design qualification, proposals, and billing with your templates, fee rules, and retainer policies.
Launch
We integrate WhatsApp, your CRM, billing, and project management, test with real clients, and tune with you.
Continuous optimization
We measure qualification, proposal closing, collections, and renewals, and tune the flows month after month.
Consultancy and consultant cases
Boutique consultancy · illustrative case
The problem
Partners losing billable hours on calls with prospects who didn't fit and proposals that dragged.
The solution
Qualification agent filtering prospects and a proposals agent with follow-up to signature.
Only calls with prospects who fit and 50% less time on proposals and admin.
Independent retainer consultant · illustrative case
The problem
Retainers expiring without renewal and hours billing consuming expert time.
The solution
Retainer-renewal agent and a billing and collections agent.
+20% retainer renewal and billable hours recovered every week.
Consultants who already automated
"I lost half a week on calls with prospects who'd never hire. Now the agent filters and I only talk to those who fit."
Martín A.
Boutique consultancy partner
"Proposals piled up and prospects cooled off. Automating them with follow-up raised my close rate."
Laura V.
Independent strategy consultant
"Renewing retainers on time stabilized the firm's revenue. Before, expirations slipped by and I lost continuity."
Esteban R.
Consultancy director
Guide: recover your billable time and stabilize your retainers in 30 days
The protocol we use to filter prospects, speed up proposals, and renew retainers in consultancies and professional services.
Consultancies' and consultants' frequent questions
Every call that doesn't fit and every retainer that doesn't renew is billable time and revenue you lose
Book a free 30-minute call. We'll analyze your sales process, proposals, and renewals and tell you exactly where your billable time is going — and how to recover it.