Turn your firm's daily work into No Code AI agents

WorkLLM converts your consulting workflows into No Code AI agents, handling everyday work from client research and proposals to reporting and billing automatically, without adding headcount.

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WorkLLM - Proposal & BD Agent

Teams at 80+ companies use our platform

Watson
2AV
Business.mn
Odiagen AI
Boxbox
Shelf Talker
Clear Trust
Guitar Kickstart
Apex
Layer Five
Arka
FeelPixel
Holzbau Binder
Landra
LeanAstro
N Essentials
Neures
Norzer
Nuovida
Pour
QL Consulting
Tuta
Zoetica

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What slows consulting firm down

Consulting Firm Problems

Client research starts from scratch

Client research still starts from a blank page every engagement, AI can help draft a summary, but someone still gathers past work on similar clients and industries from scratch.

Project health checks, done by hand

hecking project health across every active engagement still means opening each one separately and comparing status by hand.

Proposals built from scratch

Proposals still get built from scratch for every pitch, AI can draft the text, but someone still finds the right past proposal, pulls the scope and pricing, and formats it by hand.

Manual time and billing reconciliation

Time and billing still get reconciled by hand at the end of every cycle, AI can help summarize hours, but someone still matches them against the engagement scope and invoices manually.

WorkLLM turns every one of these into an AI agent that runs on its own.

Consulting Use Cases

What your consulting firm actually uses WorkLLM for

Client research briefs built from your own past work

An AI agent pulls relevant past engagements and industry research from organization memory into a ready brief.

Deliverable: Client research brief

A project health brief instead of checking every engagement separately

An AI agent compares status, hours burned, and milestones across every active engagement and flags which ones need attention.

Deliverable: Portfolio health brief + flagged engagements

Proposals built from what already won

An AI agent turns a new engagement brief into a proposal using your best past pitches, scope, and pricing.

Deliverable: Ready-to-send proposal

Time and billing reconciled automatically

An AI agent matches logged hours against engagement scope and prepares the invoice. Invoices above your set threshold hold for partner review before they're sent.

Deliverable: Prepared invoice, sent or held for review

Deliverables that start with your own templates

An AI agent drafts a client deliverable using your firm's approved templates and past work as a starting point.

Deliverable: Draft client deliverable

Engagement handoffs with full context

Anyone joining a project can ask what's been decided or delivered so far and get answers from real past work.

Deliverable: Answered directly in chat

From Manual to Automatic

Manual (Before) With WorkLLM (After)
Gather past work on similar clients from scratch → An AI agent pulls it from organization memory into a ready brief
Open every engagement separately to check status → An AI agent compares them all and flags what needs attention
Find the right past proposal and format it by hand → An AI agent drafts a new one from your best past pitches
Match hours against scope and invoice manually → An AI agent reconciles it and prepares the invoice, held for review if you choose
Draft every client deliverable from a blank document → An AI agent starts it from your approved templates and past work
Consulting Agents

Consulting agents, ready from day one

Every agent below is available from day one. No configuration needed. Click any agent to see what it does and try it.

Icon - Proposal & BD Agent

Proposal & BD Agent

Give your team instant answers on proposal templates,
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Icon - Frameworks & Firm Knowledge Agent

Frameworks & Firm Knowledge Agent

Give your team instant answers on firm methodologies,
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Icon - Engagement Context Agent

Engagement Context Agent

Give your team instant access to an engagement's
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FAQs

WorkLLM converts your firm’s daily work, client research, proposals, reporting, billing, into AI agents that run on their own, with organization memory and model access built in.

Yes. An AI agent can pull from every active engagement and compare them against each other to flag which ones need attention.

No, not unless you choose to. Invoices above a threshold and client deliverables hold for review by default, and you can enable fully automatic sending once you’re confident in the process.

Yes. WorkLLM connects to Google Workspace, Slack, Notion, QuickBooks, HubSpot, Calendly, and more, so AI agents fit into your existing stack.

Yes. AI agents can run automatically on a schedule or a trigger, like a billing cycle or a reporting date, keeping engagements moving without manual effort.

Yes. Model orchestration gives you access to GPT, Claude, Gemini, Llama, Mistral, and 200+ others, automatically picking the right one for the job.

Your firm’s workflows run end-to-end instead of stopping at a draft. An AI agent pulls the research, drafts the deliverable or invoice, and gets it to the client, so recurring work happens automatically instead of ending in a chat window someone has to act on by hand.

Every workspace runs in its own logical isolated tenant, with physical isolation available for Enterprise. Data is encrypted in transit and at rest, with full audit logs and access controls built in.

Your firm can start using AI agents today

From client research to billing, convert your firm's daily work into AI agents that run on their own, faster and more consistently, without adding headcount.
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