AI agents for admin and front office teams in consulting

A consultant reaches the client reception on Monday with no pass because the request sat unanswered in a facilities inbox, and the office manager learns about it from a text message.

→An agent prepares each pass request at kickoff, tracks the client's reply, and flags any consultant whose pass is unconfirmed five days before the start.

The on-site week gets rebooked three times when the client moves a workshop, and each change means a new fare search, a new hotel night, and a new itinerary document.

→An agent drafts the revised fare, hotel change, and itinerary within about a minute of the new dates, checked against the client's travel cap for your approval.

Engagement letters sit unsigned and signing packets arrive with a missing initial, so the start date slips while everyone assumes someone else is chasing.

→An agent lists every letter awaiting countersignature each morning, checks returned packets page by page, and files the executed set.

Searching for last quarter's SOW returns eleven files called final, and nobody is sure which folder holds the signed NDA.

→An agent builds each engagement folder from the firm template, renames stray files to the convention, and keeps the engagement register current.