For consulting firms
Your team gets more time with clients.
Arkeo agents send proposals, set up new clients, follow up on project tasks, build client documents from your templates, and track hours and billing.
15 minutes. You'll know which work agents can take off your team, the hours it frees up and what it costs.
Working in the software your firm already uses.
Microsoft Teams
Excel
Outlook
ClickUp
Asana
Monday.com
Teamwork
Notion
HubSpot
Pipedrive
Salesforce
Fireflies
Gmail
Google Drive
Slack
Calendly
Harvest
Toggl Track
QuickBooks
Xero
FreshBooksYour team's hours go to admin, not clients. That's the problem.
Sound familiar?
- Proposals take a week to go out.
- A new client signs, and setup waits until someone has time.
- Tasks go into ClickUp and never come back out.
- Client documents get rebuilt from the template by hand.
- Hours get missed, and invoices go out late.
“I have a few tools that are always improving, but they're still not speaking to each other. ClickUp, HubSpot, and email.”Owner, safety consultancy
“ClickUp is where things go to die.”Owner, safety consultancy
Five problems. One cause: admin done by hand.
Somebody has to write the proposal, set up the client, chase the tasks and count the hours. Arkeo agents do that work alongside your team. They start on their own, follow your firm's standard, and your team talks to them in Slack or Teams.
- Reads the call notesafter each call
- Builds the proposal from your templateper client
- Logs it in HubSpotright away
- Writes the kickoff plan from the sales callper client
- Sets up the project and taskssame day
- Chases anything past its promised dateevery day
- Reads email repliesas they land
- Checks off the task in ClickUpright away
- Flags what's lateevery morning
- Reads the client fileper client
- Builds it from your templateper document
- Checks your wording word for wordeach time
- Flags missing timeevery Friday
- Adds up billable hours per clientper billing period
- Builds the invoicesame day
- Reads each client callafter the call
- Scores it on your firm's standardper call
- Sends a private review to the consultantwithin an hour
What this looks like at your business
Client manualsBuilt from the firm's own template.
Safety consultancy
Call reviewsScored on the firm's own standard.
Fractional finance firmIs this you?
- Your team does client admin by hand
- You're a working owner
- You want more clients without more hires
Solo consultant with a few clients: not the right fit yet.
In 15 minutes, you'll know
Book a 15-minute call
Proposals taking a week?
That's the reason to book. In 15 minutes you'll know which work agents can take off your team.
Questions firm owners ask before they book
Is my clients' information safe?
Yes. Each agent sees only what its job needs. Client files never go into public AI. Agents connect to AI through business-grade connections audited under SOC 2.
Do we have to change our software?
No. The agents work in your CRM, your project tool, SharePoint and the software your firm already uses.
Will my team have to learn something new?
No. They talk to the agents in Slack or Teams, where they already work.
What if a document needs a judgement call?
The agent asks your consultant in Teams before it builds anything.
What does it cost?
You get the price on the call, along with the hours it saves your team.