Consulting Firms
Deliver white-glove advisory with lean, AI-powered teams.
Automate research, proposal creation, and client reporting so partners focus on high-impact conversations — not data gathering.
-70%
Proposal Turnaround
+18 pts
Billable Utilization
94%
Client Retention
Top Challenges
- Billable hours wasted on data gathering and decks
- Client status updates spread across multiple channels
- Inconsistent onboarding and discovery documentation
What We Automate
- AI copilots that assemble research packets from your knowledge base
- Self-updating client workspaces with milestones and ROI dashboards
- Templated onboarding flows that capture every requirement automatically
Included Playbooks
Playbook
Discovery-to-Proposal Studio
Capture notes, analyze requirements, and draft proposals in one automated workspace.
Structured intake
Opportunity scoring
Proposal generator
Playbook
Executive ROI Hub
Live dashboards that translate automation wins into C-level scorecards every week.
Client portal
Data connectors
Narrative summary bot
Preferred Stack
HubSpotNotionAirtableZapierLookerGoogle Workspace
“Every engagement deck and ROI recap now lands in clients' inboxes before they ask. AY Automate gave us leverage without hiring.”
Marcus Lane — Managing Partner, Stratiform
Get a custom Consulting Firms automation roadmap
Ready to stop chasing status updates and start scaling? Tell us about your bottlenecks, and we'll show you exactly how to automate them.
- Industry-specific workflows for Consulting Firms
- Tool-by-tool integration map for your stack
- Direct ROI projection and time-to-value report