Before the meeting
The last decisions, open inputs, and promised follow-up are ready without a manual history lesson.
AI for consulting firms
AI for consulting firms that gives the thinking its hours back.
Workforce AI helps a consulting firm prepare for client meetings, write up the Zoom conversation, draft the recap, and keep every promised next step assigned. It handles the coordination around the engagement. Your consultants keep the analysis, recommendations, and client judgment.
Recommendations, professional judgment, scope changes, and deliverable conclusions stay with the consulting team.
The engagement trailWork trail
A client session becomes a recap your team can use
Prep
The last decisions are already in view
ReadyOpen questions and commitments from the prior session are attached before the next call starts.
Meeting
The conversation comes back organized
CapturedDecisions, inputs, risks, and action items are separated in the Zoom write-up.
Draft
The client recap waits for the lead
For reviewA concise email and owned task list are ready while the meeting is still fresh.
Pick the work you want back
Firm fit and post-meeting follow-up answer different buying questions.
See the whole consulting workflow, or go straight to the hour after every client meeting.
01AI for consulting firmsSee the full engagement workflow.
Meeting prep, Zoom write-ups, client recaps, tasks, context, and proposal follow-up.
Best for firm leaders02Consulting follow-up softwareFix the hour after the client call.Turn decisions, requested inputs, and promised next steps into a reviewed recap and owned work.
Best for delivery teams03AI employee planMap the first workflow.Nine questions turn the firm’s real bottleneck into a practical starting point.
Best for a quick answerThe operating pattern
The engagement gains or loses momentum at four handoffs.
Each one should preserve the client context without pretending coordination is consulting judgment.
During the meeting
The visible Zoom participant captures what changed, who said it, and what still needs an answer.
After the meeting
The recap and task list come back drafted while the details are still warm.
Between sessions
Inputs, approvals, and check-ins keep an owner until the client responds or the team closes them.
Inside the product
The loose ends stay visible to the team.
The preview shows the task pattern, not a customer account. In your workspace it runs on the tools you connect and the review rules you set.
dashboard.hireworkforce.ai
EmployeesMeetingsTasksChatImage GeneratorIntegrationsSettings
Tasks
3,250 credits+ New task
Pending Approvals
SofiaEmail
Send revised quote to a client
Drafted from the meeting with the 10% discount. Schedules send for 9:00 AM.
ApproveRejectEdit
MarcusCalendar
Book Friday follow-up
30 minutes, invites the attendees, adds the agenda from the recap.
ApproveRejectEdit
History
A responsible first workflow
Hand off the engagement admin. Keep the advice.
A clean first workflow begins with a real meeting and ends with a consultant approving the recap.
Good first candidates
The relevant history already exists in connected context.
The source and owners are explicit in the conversation.
The thread can stay open until the client makes the decision.
Keep these with a person
The analysis and professional judgment are what the consultant is paid for.
The engagement lead confirms scope, timing, and promises.
The firm reviews and releases its work product.
Straight answers
The questions buyers actually ask, answered straight.
Last reviewed July 10, 2026.
What can Workforce AI do for a consulting firm?
It prepares meeting context, joins Zoom calls visibly, writes up the conversation, drafts the client recap for approval, and keeps requested inputs and promised actions owned.
Does it replace consultants?
No. It removes the coordination and drafting around consulting work. Analysis, recommendations, facilitation, and client judgment stay with the consultants.
Can it help before a client meeting?
Yes. It can surface prior decisions, open questions, requested inputs, and the next commitments from connected context so the team starts informed.
Can it draft the client recap?
Yes. The draft comes from the actual meeting and waits for the engagement lead to review before it goes out.
Where should a consulting firm start?
Start with post-meeting recaps for one engagement type. The source is clean, the reviewer is obvious, and the time savings are easy to measure.
Start with the work, not the buzzword
Map one workflow your team repeats every week.
Nine questions, about two minutes. No login and no card.
