Orchestrate Your
Advisory Network with
Automate project intake, policy rollouts, and client support for HR consulting firms scaling their advisory impact.
35%
Faster Proposals
40%
Better Visibility
28%
Less Overhead
What is HR Consulting AI?
An agentic brain that manages project intake, policy queries, and advisory task monitoring 24/7.
How it helps you?
It eliminates email chaos and manual coordination, reclaiming 60% of consultant bandwidth for strategic advisory.
Strategic Outcomes?
Higher contract renewals, faster project turnaround, and a premium digital brand for talent advisory.
Intelligent Operations for Modern HR Advisory
Sync your partners, field consultants, and client support teams with an agentic command center.
Advisory Intake Engine
Capture project enquiries from web and referrals, and automate scoping forms instantly.
- AI qualification of requirements (Policy, Audit, L&D)
- Task assignment to the best-fit consultant or pod
- Live project health dashboards for agency partners
Client Self-Service
Give clients instant answers on policy FAQs and project milestones on WhatsApp.
- AI handles 80% of routine policy query volume 24/7
- Proactive reminders for document uploads and feedback
- Secure portal for deliverable access and sign-offs
Consultant Workflows
Digitize audit checklists, policy templates, and client review loops.
- Automated milestone tracking and approval pings
- Standardize SOPs across boutique and enterprise clients
- Centralized knowledge base for compliance and case studies
Outcome & NPS Hub
Connect project closure to feedback collection and case study generation.
- Automated NPS pulses at the end of every project phase
- Track and redeem project credits for ongoing advisory
- Full visibility into account-level profitability and health
The Unified Advantage for HR Advisors
Move from manual hustle to automated scale with a single agentic spine.
Advisory Command
Projects, consultant ops, and finance in one loop, replacing fragmented tools.
Elite Client XP
Keeps clients connected with proactive support and milestone tracking.
Compliance-First
Secure data management and automated audit logs ensure 100% compliance.
Operational Speed
Drastically reduces manual overhead, saving 12+ hours per consultant weekly.
Visibility Boost
Leadership sees real-time project status across all multi-client engagements.
Brand Consistency
Enforce brand standards and service quality across multiple local hubs.
Challenges We Solve for HR Advisory
Eliminate the daily friction that slows down your firm's growth and reputation.
Irregular Lead Nurturing
HR consulting enquiries arriving from web and referrals often miss follow-up timing.
Scattered Client Comms
Clients ask the same policy questions across email, WhatsApp, and calls repeatedly.
Manual Project Tracking
Milestones and deliverable status rely on ad-hoc chats and messy spreadsheets.
Slow Internal Coordination
Handoffs between consultants and support staff cause delays in policy rollouts.
Compliance Blind Spots
Missing documentation and audit delays block project sign-off and closure.
Engagement Visibility
Partners lack a real-time view of client satisfaction and outcome success.
Efficiency Gains Across Client Portfolios
Converiqo pays for itself through massive savings and improved client retention.
Virtual PMO Office
Handle routine policy support and project intake 24/7 without extra front-desk staff.
Consultant Speed
Reclaim 12+ hours per week per consultant, allowing them to focus on high-value advisory.
Closing Acceleration
Replying in minutes to proposals increases project conversion and revenue by up to 25%.
Everything Your HR Firm Needs, Automated
Seamless workflows designed to connect owners, consultants, and clients.
Lead & Scoping Engine
Capture project requirement source and company size from Web/LinkedIn.
AI qualification of project type (Transformation, Audit, Outsourcing).
Instant discovery call scheduling on your consultants' calendar.
Nurture cold leads with latest HR policy updates and whitepapers.
Digital proposal generation and intent-based fee estimation.
Sync all mandate signals to your CRM or Consulting ERP.
Client Self-Service & Support
Clients check project status and FAQs via WhatsApp bot 24/7.
Auto-route support tickets to the right advisory or compliance team.
Real-time status updates keep clients informed of deliverable resolution.
Escalate unresolved issues to practice heads for fast intervention.
Analyze recurring policy questions to prioritize future advisory topics.
85%+ client satisfaction through proactive project transparency.
Consultant & Project Workflows
Consultants mark milestones and check-in via simple mobile interface.
Self-service portal for internal SOPs, templates, and policy frameworks.
Track team performance on SLA resolution and project TAT.
Manage shift rosters for onsite HR deployments via digital chat.
Standardize service levels across multiple geography teams.
Onboard new consultants quickly with digital advisory playbooks.
Outcome & Finance Hub
Automated invoicing for project milestones and retainer fees.
Professional WhatsApp payment reminders with integrated links.
Track and redeem project credits for recurring advisory pings.
Pulse surveys for client feedback the moment a milestone closes.
Real-time dashboards showing contract utilization and aging invoices.
Secure, modern interface for billing and deliverable exchange.
Impact Across Your Advisory Network
Experience the benefits of digital transformation across every role.
Firm Partners & CEOs
- Multi-client visibility into every engagement's health and P&L.
- Data-driven decisions to scale or optimize specific service lines.
- Standardized premium brand identity across all local firms.
Senior Consultants
- Reclaim 60% bandwidth from paperwork to strategic advisory.
- Zero project leakage: AI handles follow-up and document chasing.
- Clear daily workboards for all assigned multi-client tasks.
Support & PMO Teams
- Never miss a service request with direct digital ticketing.
- Faster diagnosis with client-provided history and context.
- Improved first-time-resolution rates through assigned task logic.
Client HR Teams
- Total transparency on project status, docs, and milestones.
- Access policy guides and firm perks 24/7 on WhatsApp.
- Modern, professional way to interact with your advisory partner.
External Payroll/Compliance Vendors
- Seamless data exchange with structured audit records.
- Reduced back-and-forth on employee data and tax records.
- Perfect synchronization of payroll input for diverse clients.
Marketing & Growth Teams
- Automated lead capture for new consulting engagements.
- Showcase success stories and policy wins to prospects.
- Increased referral rate through premium digital service desk.
Built for Your Advisory Model
Scalable deployment options for any size of HR consulting business.
Independent Advisors
Professionalize operations and impress clients with an elite digital desk.
Boutique Advisory Firms
Coordinate staff and projects across multiple client sites from one dashboard.
National HR Brands
Enforce brand standards and service quality benchmarks at scale.
Staffing & RPO Partners
Handle recruitment-linked advisory and compliance flows seamlessly.
Shared Service Centers
Manage high-volume internal ticketing and multi-entity support flows.
HR Tech Consultants
Automate product implementation and user adoption workflows.
Leaders on measurable change
-40%
Unresolved Tickets
12hrs
Time Saved/Week
35% Faster
Proposal Speed
+40%
Visibility
“Every client project is now in a single console from discovery to closure. Consultants know exactly what to do next, and leadership sees real project status daily without manual sync calls.”
Priya Menon
Partner, TalentEdge
Frequently Asked Questions
Answers for leaders and ops heads.
Agentic AI automates lead scoping, project milestone tracking, client policy queries, and audit workflows. It helps HR consultants manage multiple client accounts, complex advisory projects, and compliance cycles while reducing manual coordination and improving project turnaround time.
HR consulting teams struggle with lead leakage, slow proposal generation, scattered client communication channels, inconsistent audit quality, and manual billing reconciled via trackers. Automation centralizes these flows, aligning advisory, compliance, and accounts teams around a single, measurable client journey.
Yes. Automation connects sales discovery, project progress, client feedback, and milestone billing into one view. Firm partners can see which projects are stalling, which consultants are over-leveraged, and how client satisfaction trends making management more proactive instead of reactive.
AI-backed workflows qualify enquiries based on project type (Policy, Audit, L&D), company size, and budget. High-intent leads are instantly shown discovery call slots, while others are nurtured ensuring faster responses without overloading senior partners.
Key HR consulting KPIs include Lead-to-Proposal conversion, Project Time-to-Closure, Client Net Promoter Score (NPS), billing accuracy, and consultant utilization rate. Tracking these in an automated system helps firms prioritize high-value accounts and improve service consistency.
Converiqo Sales / Lead Engine captures enquiries from websites, LinkedIn, and referrals. It scores and tags them by priority and scope, then routes them to the right practice owner improving speed to first proposal.
Client Self-Service lets HR partners access project milestones, policy documents, FAQs, and task statuses without waiting for a consultant. This lowers consultant load, improves self-resolution rates, and gives clients a smoother experience from discovery to closure.
The Ticketing System structures all incoming client policy queries, while Workflow Automation tracks audit and rollout paths. Together, they reduce repeated effort, improve service consistency, and help firm partners maintain high-quality deliverables across multiple client sites.
Marketing Automation runs thought-leadership sequences and re-engagement flows. Knowledge Management stores HR playbooks, policy templates, and case studies. This ensures operational consistency and faster consultant onboarding as the firm expands to new geographies.
Employee Self-Service (for consultants) tracks internal KPIs and SOPs, while Feedback / Survey tools collect sentiment across project milestones. This combination helps HR brands refine their advisory frameworks, prioritize renovation projects, and improve overall client success outcomes.
Ready to Transform Your Advisory Ops?
Join the top 5% of HR consulting brands scaling with Converiqo.AI.