Can an AI really draft a consulting proposal?
Yes. When connected to a client intake form, the AI agent pulls the client's stated goals, budget, timeline, and context, then generates a structured proposal draft in your template format. You refine and approve — cutting hours of work to minutes.
Will automated follow-ups feel impersonal to my clients?
No, when done right. We build follow-up sequences that reference specific project details, past conversations, and client context — making them feel personal even when automated. The goal is to never miss a touchpoint, not to replace genuine relationship management.
How does client research aggregation work?
Before a client call, the agent automatically pulls recent news about the company, LinkedIn profiles of attendees, industry trends, and any previous email context — and compiles a one-page briefing delivered to your inbox before the meeting.
Can you automate invoice generation from my time tracking tool?
Yes. We integrate with time tracking tools like Toggl, Harvest, and Clockify. At the end of each billing period, the agent generates an itemized invoice in your template, attaches it to an email, and sends it to the client — automatically.