01
Proposal & SOW drafting
First drafts assembled from your templates and the discovery notes — partner-reviewed, always.
Solutions · Consulting
AI employees for firms that bill judgment, not admin.
Proposals drafted from your past wins, client reports assembled on schedule, timesheets chased without awkwardness, and engagement knowledge captured instead of lost.
One isolated workspace per client Reports drafted from real deliverables Partners approve everything external
engagement · ops
Across engagements Firm · Meridian
TaskState
SOW drafted from discovery call notesPARTNER
Weekly status for Vantora assembledREADY
6 missing timesheets chasedSENT
Proposal follow-up — warm replyQUALIFIED
4 ENGAGEMENTS COVERED0 CLIENT DATA CROSSED
+9%
Utilization recovered from admin
1/day
Client-ready status reports
100%
Client isolation by workspace
Representative results · your workload will vary
The job
What your firm's agents own.
02
Client reporting
Status reports built from actual deliverables and hours, on the cadence each client expects.
03
Utilization chasing
Timesheets and unbilled hours followed up politely and relentlessly — not by a partner.
04
Knowledge capture
Engagement learnings filed where the next team can find them, instead of leaving with the alumni.
Guardrails
Client walls that are structural.
Each client lives in its own workspace: separate context, separate connections, separate audit trail. An agent on the Vantora engagement cannot see Lakemont's documents — not as policy, as architecture.
Everything external carries a partner's approval. Every decision stays on the record.
firm · guardrails
ActionState
Internal drafts & chasingAUTO
Client-facing reportsPARTNER
Proposals & SOWsPARTNER
Cross-client contextIMPOSSIBLE
Integrations
Plugged into your stack.
Connected per engagement workspace — client credentials never span workspaces, and neither does context.
GM
GmailClient comms
GO
Google DriveDeliverables
NO
NotionEngagement wiki
SL
SlackTeam & chasing
GO
Google CalendarCadences
HU
HubSpotBusiness development
DO
DocuSignSOWs
+ thousands morevia Syntrum connectionsFriday status reports used to eat three consultant-hours per client. Now a partner reads a draft and hits approve.
Straight answers.
By architecture: one workspace per client with isolated context, connections, and audit trails. Cross-client access isn't a rule the agent follows — it's a boundary it cannot cross.
It drafts from your templates and past winning work, and every partner edit becomes durable guidance. Nothing leaves the building without partner approval.
It chases timesheets, flags unbilled work, and prepares the utilization picture — the awkward follow-ups happen without costing partner goodwill.
Firms typically run the Business plan for multiple workspaces and roles — one agent per active engagement plus a business-development role. Bring your own API key and inference goes to $0.
Start small
Put one agent to work this week.
Start with one repeatable job. Keep approval over every action, see the results, and expand when you are ready.