Meeting Copilot for consulting and advisory
Your whole firm's know-how on every client call.
Clients hire a firm and then talk to one person. The copilot lets that person answer with the firm's methodology, scoping rules and agreed fees, and it keeps track of what was promised so the engagement letter matches the call.
For consultants, advisers and professional services firms.
Where it helps
The moments that decide the meeting.
The approach question
How you'd run the work, step by step, in the firm's words rather than whatever comes to mind on the day.
The scope and fee question
Shorter timelines, smaller scopes and what they cost, answered with the rules your partners agreed. If it isn't covered, it says to confirm and follow up.
What you promised
Commitments made on the call land in the action items with an owner and a date, so the proposal matches the conversation.
Junior people, senior answers
Newer team members can lead calls sooner, with the answers your senior people would give on their screen.
An example
One question, three ways to answer it.
Pick the length that fits the moment: bullets to glance at, a short line to say, or the full answer to read out. Switch with one key during the call.
A scoping call for an operations assessment.
Client asks
“Could you do the assessment in four weeks instead of six?”
BulletsGlance and go
- Yes, with a narrower scope
- Four weeks covers two sites, not four
- Or keep the scope with a second analyst
- Confirm the fee once the scope is agreed
ShortOne line to say
Yes, either by covering two sites instead of four, or by keeping all four with a second analyst. We'd confirm the fee once you choose.
FullRead it out as it stands
We can, and there are two ways to do it. The first is to narrow the scope: in four weeks we'd cover two of your sites properly rather than all four lightly. The second is to keep all four sites and add a second analyst for the fieldwork, which keeps the depth but changes the fee. Both work well. Tell us which matters more to you, coverage or speed, and we'll confirm the fee in writing this week.
What matters here
The parts you’ll use most.
Labelled the way we hold ourselves to it: anything not built yet says so.
Answers as the question lands
Catches the question and drafts the answer in three lengths: bullets, short or full.
Your playbook, your words
Answers come from your own playbook and prepared answers, never from a guess.
Talking points on screen
Your must-say points stay on screen; tick them off with a click, and any you never covered become follow-up tasks.
Notes, tasks and follow-up
A summary, action items with owners and dates, and a follow-up email drafted after every call.
Pre-call brief
Set up with youWho you're meeting, what they care about and the questions they're likely to ask.
Deep research
Coming soonA researched brief on the company and the people before the call.
See it on a meeting like yours.
Book a half-hour demo and bring the questions that come up in your consulting and advisory. We’ll show you the copilot answering them from a playbook, then writing the notes.