Consultants & Professional Services

Multiply your billable hours

An AI agent that handles client scheduling, research briefs, proposal drafts, and follow-ups so you can focus on the work that actually bills.

The challenges you face

Administrative work kills utilization

For every billable hour, consultants spend 30-45 minutes on scheduling, emails, status updates, and meeting prep. That is thousands in lost revenue per month.

Client confidentiality is non-negotiable

Your clients trust you with proprietary strategy, financial data, and competitive intelligence. This data cannot sit on a shared server with exposed ports.

Context switching between clients is expensive

Jumping between five client engagements means constantly re-loading context. Your AI agent maintains perfect recall of every conversation and deliverable.

Proposal writing consumes entire weekends

Crafting custom proposals, SOWs, and case studies takes hours. An AI agent that understands your methodology and past work can produce first drafts in minutes.

How ClawTrust helps

ClawTrust gives consultants a dedicated AI agent on isolated infrastructure. It learns your methodology, understands your client engagements, and handles the operational overhead that eats into your billable time. Client data stays encrypted on your dedicated server, not on shared cloud infrastructure.

What your AI agent does

Research and briefing

Before a client meeting, ask your agent to research recent industry developments, summarize competitor moves, or pull together relevant data points. Get a concise brief in minutes instead of hours.

Proposal and SOW drafting

Describe the engagement scope in plain language. Your agent drafts a structured proposal using your standard templates, pricing models, and deliverable frameworks. You edit and polish instead of starting from scratch.

Client status updates

Your agent tracks project milestones and sends weekly status updates to clients. It pulls from your notes, meeting summaries, and deliverable tracking to produce professional reports.

Knowledge management

Every insight, framework, and lesson learned gets stored in your agent's BrainTrust memory. Ask it about a similar engagement from 6 months ago and it recalls the details instantly.

Channels that matter for consultants & professional services

Slack

Most consulting teams coordinate via Slack. Your agent joins client channels, answers questions, and surfaces relevant information without you being online.

Email

Professional client communication. Your agent drafts replies, sends status updates, and manages scheduling correspondence.

Browser Chat

Internal knowledge base. Query your agent's BrainTrust memory through the dashboard to recall past engagement details, frameworks, and research.

Telegram

Quick access on the go. Ask your agent questions between meetings and get instant answers on your phone.

Why security matters here

Consulting firms handle client strategy documents, financial projections, M&A plans, and competitive intelligence. A breach does not just damage your reputation, it can trigger lawsuits and regulatory action. ClawTrust provides the security infrastructure that consulting confidentiality demands: isolated servers, encrypted storage, credential vaults, and zero public exposure.

Frequently asked questions

Can I have separate contexts for different clients?

Yes. Your agent's BrainTrust memory system lets you organize knowledge by client engagement. You control what information is accessible in each context. For complete isolation, you can provision separate agents per client.

How does it learn my consulting methodology?

Share your frameworks, templates, and past deliverables with your agent. It learns from these documents and from your ongoing interactions. Over time, it understands your approach, terminology, and quality standards.

Can team members also use the agent?

Yes. Your agent can participate in team Slack channels and respond to any team member. Access controls let you determine who can interact with the agent and what information they can access.

Is client data used to train AI models?

Never. Your data stays on your dedicated infrastructure. ClawTrust does not train on, share, or access your client data. We use OpenRouter for AI model access, and they also do not train on API traffic.

What if I need the agent to follow specific compliance procedures?

You can configure your agent with specific rules, procedures, and escalation policies. It follows your instructions consistently across every interaction. You can also set up approval workflows for sensitive actions.

Reclaim your billable hours

Your AI Consulting Assistant is ready in under 5 minutes. Enterprise security included.