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Consulting Quality Reviewer
Each recorded client call is scored against your firm's own standard, with a quote from the call behind each score. Consultants get a private review within an hour, and you see how good the advice really is.
15 minutes. You'll see how it would run at your business, the hours it frees up and what it costs.
- ✓Scores each client call on your standardper call
- ✓Sends the consultant a private reviewwithin an hour
- ✓Sends the practice lead a roll-upevery month
Know how good the advice really is.
SlackHow it works
The agent does the job from start to finish, on its own schedule. Your team talks to it in Slack or Teams.
- 1
Writes out each client call
It takes each recorded client call and writes out the words, with who said what.
- 2
Scores it on your standard
It scores the call on your firm's standard: found the real problem, challenged the client, gave clear advice, agreed next steps.
- 3
Backs each score with a quote
Each score comes with a quote from the call, so the consultant can see why.
Sends a private review
Within an hour, the consultant gets a short review that only they see.
Rolls it up each month
Your practice lead gets one monthly roll-up of how calls are going across the team.
What you get
You see how client calls are really going, backed by what was said, not by a guess.
Each consultant hears how the call went within an hour, in private.
Your practice lead gets the roll-up without listening to a single recording.
What this looks like at your business
Calls reviewedEach recorded client call is scored on your standard.
Designed for consulting and accounting firmsTime to feedbackA short private review lands with the consultant after the call.
Designed for consulting and accounting firmsTeam roll-upOne roll-up for the practice lead, with quotes behind each score.
Designed for consulting and accounting firmsBuilt for your company
Your version, set up around how you work
No two businesses run this job the same way. Your Consulting Quality Reviewer follows your process, your rules and your software, not a template.
The parts of a good call your firm cares about, scored in your words.
All consultants or one practice. Reviews go to the consultant, and the roll-up to the lead you name.
Your calls are recorded in Zoom, Teams or Google Meet. Your version reads them where they are, and reports in Slack, Teams or email.
Monthly or weekly, by consultant or by practice, with the scores your firm tracks.
Works in the software you use
You make the key in your own accounts. Nothing to install on your computers.
SlackPart of a team of agents
Agents pass work to each other, so a job keeps moving without someone on your team handing it along.
Reads each client call in Zoom and sends the consultant a private review within an hour.
Consultants coached after each call.
See this agent →
Reads the call notes after each call and builds the proposal from your template.
The proposal goes out this week, not next week.
See this agent →
Writes the kickoff plan from the sales call and sets up the project and tasks the same day.
New clients start on time, without anyone chasing.
See this agent →Built for
The Consulting Quality Reviewer works next to the other agents built for accounting and bookkeeping firms.
The Consulting Quality Reviewer works next to the other agents built for consulting firms.
Book a 15-minute call
Get your version of the Consulting Quality Reviewer
Bring how your team does this job today. In 15 minutes you'll know how your version would run, the hours it frees up and what it costs.
Questions about the Consulting Quality Reviewer
Is my customers' information safe?
Yes. The agent reads only the client calls it scores. What clients say never goes into public AI. Agents connect to AI through business-grade connections audited under SOC 2.
Does it change my recordings?
No. It reads each recording and writes the review. Your recordings stay the way they are.
Who sees the reviews?
Each review goes only to the consultant. The practice lead gets the monthly roll-up.
Can it follow the way we work?
Yes. Your version scores on your firm's standard and reports to the people you want. We set that up with you after the call.
What does it cost?
You get the price on the call, along with the hours it saves your team.