Agentic AI for Consulting Firms
& Advisory Practices
Converiqo optimizes resource utilization, automates proposal creation, and surfaces firm-wide knowledge so consultants deliver faster insights.
25%
increase in billable utilization
40%
faster proposal turnaround
Reduced
knowledge search time by 60%
What is AI for Consulting Firms?
Intelligent platforms to manage projects, resources, knowledge, and business development for professional service firms.
How does it improve profitability?
By maximizing consultant utilization, reducing non-billable admin time, and winning more work through faster proposals.
Is my IP secure?
Yes, advanced access controls and encryption ensure your methodologies and client data remain confidential.
How Converiqo is Used in Consulting
Streamline delivery and business development.
Resource Management
Match the right consultant to the right project instantly.
- Skill-based matching
- Availability tracking
- Utilization forecasting
Knowledge Management
Find the best slide or case study from past projects in seconds.
- AI-powered search
- Methodology repository
- Expert locator
Proposal Automation
Generate winning proposals faster with smart templates.
- Content library integration
- Pricing calculators
- Resume builder
Project Delivery
Tools to manage engagement timelines and deliverables.
- Task tracking
- Client portals
- Automated status reporting
Why Firms Choose Converiqo
The operating system for modern consultancies.
Utilization Boost
Keep your bench empty and your consultants billing with smart staffing.
Knowledge Accessibility
Every consultant has the firm's collective brainpower at their fingertips.
Faster Sales Cycles
Respond to RFPs quicker with high-quality, customized proposals.
Challenges in Scaling Consulting
Break the linear link between headcount and revenue.
Staffing Conflicts
Partners fight over top talent while other consultants sit on the bench.
Proposal Drag
Writing proposals from scratch wastes partner time and delays submission.
Lost Knowledge
Valuable IP gets buried in local drives after a project ends.
Project Overruns
Lack of real-time tracking leads to scope creep and margin erosion.
Inconsistent Quality
Deliverables vary in quality depending on the individual consultant.
Expertise Gaps
Difficulty finding the right internal expert for a specific client problem.
Drive Higher Margins
Direct impact on your firm's financial health.
Higher Utilization
Even a 5% increase in utilization flows straight to the bottom line.
Lean Operations
Scale your support functions slower than your fee-earning staff.
Premium Fees
Consistent, high-quality delivery justifies premium pricing.
Consulting Automation Modules
Tools to run a world-class firm.
Project & Resource Management
Real-time view of consultant availability and skills.
Automated matching of staff to project needs.
Scenario planning for pipeline projects.
Contractor and sub-contractor management.
Feedback and performance rating integration.
Leave/Time-off impact analysis on project delivery.
Knowledge Management & IP Reuse
Auto-tagging and indexing of project documents.
Contextual search across SharePoint/Drive.
Best practice template extraction.
Subject matter expert identification.
Curated learning paths for junior staff.
Client-sanitized case study generation.
Proposal Generation Assistant
Assembly of proposal sections from content blocks.
Automated CV and case study formatting.
Pricing estimation based on resource rates.
Workflow for partner approval and risk review.
Tracking of win/loss reasons.
RFP response automation parsed from requirement docs.
Client Deliverable Automation
Automated data cleaning and visualization.
Slide deck generation from outlines.
Report formatting to brand standards.
Survey and interview analysis tools.
Client feedback collection loops.
Secure data room setup for deliverables sharing.
Expert Network Coordination
Database of external experts and rates.
Automated scheduling of expert calls.
Compliance checking and disclaimer management.
Transcription and summary of expert interviews.
Billing integration for expert costs.
Expert rating and quality review system.
Resource Bench & Utilization
Bench reports flagging unassigned staff.
Skill gap analysis for training investment.
Revenue forecasting based on booked hours.
Margin analysis by project and practice.
Alerts for utilization drops.
Shadowing opportunities for bench consultants.
Impact Across the Firm
Better consulting for everyone.
Managing Partners
- Strategic view of firm performance.
- Data-driven decisions on hiring and growth.
- Improved practice profitability.
Consultants
- Less time on formatting and admin.
- Easy access to firm knowledge.
- Clearer view of their schedule.
Resource Managers
- Solved staffing puzzles faster.
- Reduced conflicts between partners.
- Better foresight into capacity needs.
Knowledge Managers
- Automated content curation.
- Higher adoption of KM tools.
- Reduced duplicate work.
Clients
- Faster project mobilization.
- More consistent team quality.
- Better value for fees.
Operations
- Streamlined billing and invoicing.
- Better contractor management.
- Compliance with engagement letters.
Tailored for Consultancies
From boutique strategy shops to global implementation firms.
Strategy Boutiques
Manage high-value, short-duration projects with agility.
IT Implementation Firms
Coordinate large teams and long-term deployments.
HR & Change Management
Tools for survey analysis and stakeholder management.
Financial Advisory
Secure data rooms and deal flow management.
Technical Engineering
Manage specialized experts and technical drawings.
Independent Consultants
Professionalize your solo practice operations.
Leaders on measurable change
+15%
Utilization Enhancement
+20%
Proposal Win Rate
30%
Admin Time Reduced
4x
Knowledge Reuse
“We used to struggle with staffing every Monday morning. Now Converiqo proposes the team for us, and we just approve. It's a game changer.”
Michael Ross
Partner, Stratos Consulting
Frequently Asked Questions
Answers for leaders and ops heads.
Agentic AI automates resource planning, matches experts to projects, retrieves past knowledge efficiently, and generates standardized deliverables, accelerating project timelines and improving margins.
Yes. AI can index and retrieve past project deliverables, methodologies, and case studies instantly, ensuring consultants leverage the firm's collective expertise instead of reinventing the wheel.
It analyzes consultant skills, availability, and project requirements to propose optimal team structures, maximizing billable utilization and balancing workloads.
AI drafts proposals by pulling relevant case studies, team bios, and pricing models, reducing the time partners spend on pitch decks and increasing consistency.
Yes. AI can automate data analysis, generate slide decks from outlines, format reports consistent with brand guidelines, and process survey data.
Converiqo has robust multi-tenant architecture with strict access controls, ensuring client data is isolated and secure.
We integrate with Salesforce, HubSpot, and other CRMs to sync opportunities with resource planning.
Yes, you can manage your external network of experts and contractors within the same platform.
We offer seat-based pricing for core staff and flexible options for variable usage experts.
The platform is intuitive, but we provide role-based onboarding to ensure high adoption across partners and consultants.
Optimize your consulting practice?
Join leading firms using Converiqo to deliver better outcomes with efficient operations.