The AI-native Consulting
Operating System
ConsultGPT runs your engagements end-to-end — from the first meeting to the final report. Actions captured, risks tracked, knowledge institutionalised. Automatically.
14-day free trial · No credit card required · Sandbox with demo data included
From first contact to firm intelligence
ConsultGPT works at every stage of the engagement lifecycle — so your team spends time on the work that matters, not the admin around it.
Accenture — Digital Transformation
Proposal · £420k
KPMG — Data Strategy
Discovery · £180k
NatWest — Cloud Migration
Prospect · £95k
Win more work, faster
From first contact to signed proposal, ConsultGPT captures every discovery conversation, generates targeted scoping questions from your past engagements, and builds proposals that pull from your methodology library, credential bank, and rate cards.
- Discovery Agent surfaces the right questions for any new opportunity
- Win/loss analytics show you what's working and what isn't
- Competitive intelligence agent monitors market signals and rival moves
- Proposal generation from live rate cards and past SOWs
NatWest_SOW_v3_signed.pdf
Parsed 2 minutes ago
Contract Value
£420,000
Duration
6 months
Payment Milestones
4 triggers
Deliverables
12 items
⚠ 2 flags raised
Liability cap at 50% contract value · IP ownership clause §14.3
Know exactly what you've signed up for
Upload your SOW the moment it's signed. ConsultGPT reads every clause — payment milestones, deliverable acceptance criteria, liability caps, penalty terms — and links obligations directly to your delivery plan. No more surprises mid-engagement.
- Full contract extraction: value, milestones, obligations, unusual terms
- Flags liability caps, IP ownership clauses, notice periods automatically
- Contract obligations cross-referenced in every subsequent meeting
- Engagement scaffold auto-generated from contract deliverables
Project Scaffold
consultants matched · 2 available immediately
From signed contract to running project in minutes
The moment a deal is won, ConsultGPT provisions the engagement — project scaffold from contract deliverables, SharePoint site, team request, estimation workbook, and first milestone plan. Your team hits the ground running before the kickoff call.
- Auto-generated project structure from contract deliverables
- Team Matching Engine finds the right consultants based on capability signals
- Estimation Engine pre-populated with relative sizing by workstream
- Integration setup wizard: Jira, SharePoint, Teams channel — all linked
Sarah to share API specs by Friday
Integration timeline at risk — vendor delayed
Agreed: phase 1 scope excludes legacy migration
Every meeting captured. Every risk tracked. Every action assigned.
ConsultGPT joins every client meeting, transcribes every speaker, extracts every action with an owner and due date, logs every risk and decision, cross-references your contract obligations — and drafts your follow-up email. All before you leave the call.
- Meeting Agent: Teams, Zoom, and Google Meet — silent, automatic
- RAID log auto-populated with context, severity, and owner
- Delivery health score updated in real time across all engagements
- Jira sync keeps your technical team aligned without manual updates
NatWest · Weekly Status
On Track4 / 6
Milestones
complete
7
Open Actions
assigned
2
Open Risks
1 high
Draft ready · Weekly status email
“This week the team completed milestone M4 ahead of schedule. Two risks remain open — see attached RAID log...”
Professional client reporting without the Sunday-night scramble
Steerco packs, executive summaries, milestone status reports — all drafted automatically from your RAID log, milestone tracker, and delivery data. Branded PDFs and DOCX exports ready before your client even asks. A read-only client portal keeps stakeholders informed without any manual effort.
- Steerco pack auto-drafted from delivery data, ready for your review
- Client portal: milestones, risks, and decisions — no internal data exposed
- Branded PDF and DOCX export in your firm's template
- Weekly status email drafted and ready to send every Monday morning
Chief of Staff · Tuesday briefing
🔴 Escalation needed
NatWest delivery health dropped to Amber. Week 3 milestone at risk.
💰 Margin alert
KPMG engagement tracking 12% under margin. 3 CRs not yet raised.
✅ Pipeline signal
Barclays RFP matches 4 past engagements. Win rate 68% on similar deals.
Your firm's brain — getting smarter with every engagement
Partners get a daily intelligence briefing. Finance Directors see margin health, cashflow, and utilisation in one view. The Chief of Staff Agent surfaces delivery issues, pipeline risks, and people bottlenecks before they escalate. Over time, your firm's delivery history becomes a competitive asset that no competitor can replicate.
- Chief of Staff Agent: daily briefing for partners across all engagements
- Profitability Engine: margin per engagement, erosion alerts, rate card health
- Knowledge Extraction Agent builds your institutional library on engagement close
- Calibrated estimation — your actuals make every future estimate more accurate
Everything a consulting firm needs to run better
From your first client meeting to your firm's institutional memory — ConsultGPT is your AI operating system for consulting.
Delivery Intelligence
Meeting Agent
Joins Teams, Zoom, and Google Meet meetings silently. Transcribes with speaker diarisation, extracts actions (owner + due date), risks, issues, and decisions. Drafts follow-up email. Cross-references contract obligations in real time.
RAID Log & Delivery Control Tower
Auto-populated from every meeting. Milestone tracker with RAG status, delivery health score, Jira sync, automated weekly report drafts. Engagement Manager and Partner dashboards.
Estimation Engine
Relative sizing by workstream with estimation vs. actuals tracking. Forecasting Agent calibrated from your firm's delivery history — uncertainty modelling, drift detection, scenario planning.
Commercial & Financial Control
Commercial Engine
Full sales pipeline (Suspect → Won/Lost), win/loss analytics, CRM sync (HubSpot + Salesforce). Invoice triggers, BSC scorecards, Xero/QuickBooks integration, ASC 606 revenue recognition.
Profitability Engine
Margin tracking per engagement, erosion alerts, rate card management. Finance Director view: recognised revenue, debtors, utilisation, and 3-scenario cashflow forecast.
Contract Parsing
Upload any SOW. ConsultGPT extracts value, payment schedule, deliverables, obligations, and penalty clauses. Flags liability caps, IP ownership, and unusual terms automatically.
Knowledge & Intelligence
Document Intelligence & RAG
SharePoint, Google Drive, Confluence, and direct upload. Every document extracted, classified, PII-scanned, chunked, embedded, and stored in your firm's private vector store. Ask questions across all project knowledge instantly.
Knowledge Extraction Agent
Triggered on engagement close. Extracts delivery patterns, sanitises PII, and promotes to your firm knowledge library with a human review gate. Knowledge compounds — without leaking client IP.
Chief of Staff Agent
Firm-level intelligence. Autonomous daily briefings for partners. Surfaces delivery issues, pipeline risks, and people bottlenecks before escalation — connecting pipeline + delivery + people + cashflow.
People & Client Intelligence
Team Matching Engine
4-phase matching: hard filter → soft score → team composition → semantic. Capability Intelligence Agent builds consultant profiles from delivery signals, meeting patterns, and estimation accuracy.
Client Health & Competitive Intelligence
7-signal client health score with 48-hour escalation and recovery playbooks. Competitive intelligence agent monitors public signals and win/loss attribution. Relationship maps and expansion signals.
Assessment & Discovery Engine
Questionnaire Engine with question library by type, industry, and role. Discovery Agent generates targeted questions from engagement context. Maturity scoring (1–5), benchmark comparison, branded PDF reports.
Integrations & Platform
Productivity Integrations
Microsoft 365 plugins (Word, PowerPoint, Excel, Outlook), Google Workspace plugins, Teams @bot, Slack /command. Proposal generation pulling from your methodology library and rate cards.
Platform Extensibility
Public REST API v1 with OpenAPI spec. Webhooks with retry and replay. Custom Agent Builder (low-code). Embedded React components. Data export to Snowflake, Redshift, and BigQuery.
Enterprise Infrastructure
Multi-region (EU + APAC data residency). Dedicated infrastructure per tenant. CMK encryption. White-label. SOC 2 Type II. AWS Marketplace listing. SCIM 2.0 provisioning.
Live in your first meeting. Valuable from day one.
Guided onboarding wizard, pre-loaded sandbox with demo data, and a live Meeting Agent demo in your first team call.
Sign up and connect your tools
Complete the onboarding wizard: firm profile, first integration (Teams, SharePoint, Jira), and first engagement created. Takes under 30 minutes.
Meeting Agent joins your first call
Invite ConsultGPT to a Teams meeting. It joins silently, transcribes every speaker, and cross-references your contracts in real time.
RAID log auto-populated, email drafted
Within minutes of the meeting ending: actions assigned, risks logged, decisions recorded, and a follow-up email ready for your review.
Delivery intelligence compounds
Milestone health, weekly report drafts, and searchable project knowledge — all built automatically from your team's day-to-day work.
“The goal is not to build everything. It is to build the single thing that makes a consulting firm say ‘I can't run a project without this anymore.’”
That thing is the Meeting Agent + RAID log. Everything else compounds from there.
Transparent pricing for every firm size
14-day free trial on Starter and Growth. 20% discount on annual plans. No credit card required.
Starter
For boutique firms and specialist advisories getting started.
- Core agents: Meeting, Delivery, PMO
- 3 active projects
- RAID log (auto-populated)
- Contract parsing
- Basic SharePoint integration
- Document intelligence & RAG
- 14-day free trial · sandbox included
Growth
For firms running multiple concurrent engagements.
- All agents included
- 20 active projects
- All integrations (Jira, Slack, SharePoint)
- Profitability engine
- Team matching engine
- Automated weekly report drafts
- Estimation engine with actuals tracking
Scale
For larger practices with enterprise delivery needs.
- All Growth features
- Client portal (read-only)
- SSO / SAML (Okta, Entra ID, Google)
- Custom methodology templates
- Advanced analytics & finance dashboards
- Bring-your-own LLM API key
- Data residency add-on available
Enterprise
For large multi-geography practices requiring dedicated infrastructure.
- All Scale features
- Dedicated infrastructure option
- Customer-managed encryption keys (CMK)
- White-label / custom branding
- SLA guarantee
- MSA + enterprise procurement
- AWS Marketplace billing available
Add-ons: Client Portal +$299/mo · Additional projects +$99/project/mo · Data residency (EU/APAC) +$500/mo
Usage-based components (LLM tokens, transcription minutes) billed in arrears with configurable cap alerts.
Loved by consulting teams
From boutique advisory firms to large practices, ConsultGPT transforms how teams work.
“We used to spend 2 hours after every client meeting chasing action items via email. ConsultGPT eliminated that entirely. RAID log is populated before the call even ends. Our Engagement Managers actually enjoy the post-meeting process now.”
“The contract parsing feature alone justified the cost in week one. We uploaded 3 years of SOWs and ConsultGPT flagged 4 liability clauses we'd completely missed. It found things our legal team should have caught.”
“Our delivery health score went from a gut feel to an actual number, updated in real time. Partners finally have visibility across all engagements without asking Engagement Managers for status updates every Friday.”
Ready to transform your practice?
Join hundreds of consulting teams who have eliminated manual admin and unlocked AI-powered project intelligence.
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