AI Assistant · For consultants

An AI assistant for consultants. Every client, remembered.

A memory you own for every client and project, with the paperwork around the advice drafted for you.

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  • Live in 7 days
  • Fixed quote up front
  • No lock-in on the monthly fee

What it takes off a consultant's week.

  1. 01

    Proposals from past work

    Drafts a proposal from your strongest previous ones, the client's brief and your rate card.

  2. 02

    Notes into deliverables

    Turns workshop and meeting notes into the client summary, the decision log and the next-step list.

  3. 03

    A memory per client

    Every client and project in readable pages: who's who, what was agreed, what's outstanding.

  4. 04

    Follow-ups and chasing

    Drafts the follow-up, chases the missing input and keeps track of what you promised.

  5. 05

    Briefs before a first call

    Company basics from the public company register and everything you've collected, on one page before the meeting.

  6. 06

    Month-end, done

    Logs the hours you mention along the way and drafts the invoice basis at month-end.

Assistant · Consultant

Today, Tuesday · 2 done · 2 waiting for approval

Today's calendar
  • 09:00

    Client workshop

    Notes become the deliverable

  • 13:30

    First call, new lead

    Brief ready

  • 17:00

    Proposal deadline

    Draft built from past work

Inbox
3

  • New lead

    Intro via Maria

    Replied

  • Client

    Slides from the workshop?

    Draft ready

  • Accounting

    Hours for October

    Filed
Tasks
4

  • Brief before the first call

    Done

  • Proposal draft from past projects

    Done

  • Workshop notes into the deliverable

    In progress

  • Month-end: hours and invoices

    Queued
Waiting for you
2

  • Proposal draft, Nordic Retail

    Built from two past projects

  • Follow-up to the workshop client

    Slides and next steps

Connected to the tools you already use.

  • Gmail
  • Outlook
  • Google Calendar
  • Notion
  • Google Drive
  • HubSpot
  • Pipedrive
  • Calendly

Practice tools such as time tracking and project systems can be added through their APIs.

Built for client confidentiality.

Organised by client

The memory is organised by client and project, and you can read and correct every page.

Written in your voice

It drafts from your own past documents, and an evaluation suite checks tone before it touches a client conversation.

Confidential by design

It runs on a server in your name, in the EU or the US. Client material is never used to train a model.

You send

Proposals and client emails stay drafts until you approve them.

Catalys

Advisory

A personal AI assistant

Connected across one advisor's own tools, so the overview of clients, projects and platforms stops living only in his head.

Read the case

Recommended start

Assistant. Connect your CRM later; nothing starts over.

Fixed quote up front · live in 7 days

Book a demo See pricing

Straight answers

Can it keep clients separate?
The memory is organised by client and project, and you decide what goes where. Every page is readable, so you can always see what it knows.
Will it write in my style?
Yes. It learns from your own documents, and drafts are checked against your tone before they go anywhere.
Is client material safe?
It runs on a server in your name, in an EU or US region, with your own model account. Nothing is used to train AI models.
Can my whole team use it?
Yes. Everyone you add gets access through a personal login link, and the shared memory makes handovers easier.
What does it cost?
Every setup is quoted up front. We agree what it should do and which systems it connects to, then you get a fixed quote before anything is built. The monthly fee runs month to month, and you are live within 7 days of a signed agreement.

See it turn notes into a deliverable. Live, before your next workshop.

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