Industry · Consulting Firms

An engagement coordinator that matches partners to opportunities.

Strategy and specialist firms: inbound matter qualification, partner staffing, document intake — without burning principals on triage.

Consulting Firms · AI agent• Online
Typing|
The industry problem

What's breaking in consulting firms right now.

Partners triage their own inbound

Senior partners spending hours screening unfit work.

Conflict checks slow everything

Conflict review takes 3 days; client cools off.

Wrong partner matched

Industry knowledge missing; pitch is weak; deal lost.

Document intake is messy

Client sends data dump; juniors hunt for what matters.

How it works · 01

What the engagement coordinator knows

  • Each partner's specialty, industry, capacity
  • Active and historical client list for conflict checks
  • Standard engagement shapes and pricing ranges
  • Methodology assets and case-references
  • Required intake docs by engagement type
  • MSAs, NDAs, IP terms
How it works · 02

What it does for every customer

  • Qualifies inbound matter and shapes the engagement
  • Runs preliminary conflict check against client roster
  • Matches the right partner + project team
  • Drafts engagement letter and sends for review
  • Structures document intake with checklists
  • Schedules kickoffs and protects partner calendars
A real example

Specialist strategy firm · 60 consultants · 14 partners

Matters inbound/mo
85
Matched ratio
22%
Conflict check SLA
3 days
Partner triage time
12h/wk
Before the AI agent
22%
Inbound matched
3 days
Conflict check SLA
12h/wk
Partner triage time
Messy
Document intake
Friday · 23:40 Reply < 30s
We're a Series C SaaS, ₪200M ARR, pricing feels off. Looking for a 6–8 week pricing strategy engagement. Q3 start. Need to know fit and ballpark.
Strong fit on paper — we've done 19 SaaS pricing engagements in the last 3 years. Quick fit questions: 1) Self-serve, sales-led, or hybrid GTM? 2) Multi-product or single? 3) Any past pricing study (we'd build on it)? 4) Internal team for collaboration? 5) Decision-maker for the engagement? While you answer, running conflict check...
Hybrid GTM, 3 products, no past study, our CFO + CRO would partner with you, decision-maker CEO. Conflict?
Conflict check: clear (no active or recent SaaS pricing matter in your category). Best partner match: Daniel — led 7 SaaS pricing engagements including 2 with hybrid 3-product shapes. Engagement shape: 6-week diagnostic + recommendation, ₪320–420K. Booking 45-min discovery with Daniel Mon 09:00. Engagement letter drafted (attached for review). Materials needed for kickoff: 12 months of price/ARR data, current price book, recent win/loss notes. Ready for kickoff?
What your team sees
Matter
✅ Qualified · SaaS pricing
Conflict
Clear
Partner
Daniel · 7 analogous engagements
Scope
6wk · ₪320–420K
Materials
Intake checklist sent
Pushed automatically to your CRM via webhook.
After 4 months
Match rate
68%
From 22%
Conflict SLA
<10 min
From 3 days
Partner triage
−85%
Reclaimed time
Pitch win rate
+ 22%
Right partner
Industry-specific

Built for consulting firms.

01

Engagement scoping

Shapes the matter, asks senior-level fit questions, structures the brief.

02

Live conflict check

Runs against client roster instantly — no 3-day waits.

03

Partner matching

Routes by industry, methodology, prior analogous work, capacity.

04

Engagement letter draft

Pulls template, fills scope/price/timeline; partner reviews and sends.

05

Structured intake

Sends data-room checklist tailored to the engagement type.

06

Kickoff scheduling

Books partner + team + client; protects partner calendar.

Who it fits

Made for every shape of consulting firms.

Strategy firms

Generalist & boutique

Pricing & growth

Specialist practices

Tech & digital consulting

Transformation work

Finance advisory

M&A, FP&A

Risk & compliance

GRC, security advisory

HR & org consulting

Org design, change

Common questions

  • Yes — native connectors for the tools consulting firms use (CRM, scheduler, billing, catalog). Custom APIs via webhooks.

Ready when you are

Partners do partner work. Let the coordinator triage.

14 days · No credit card · Cancel any time

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