AI E-mail for Consulting Firms. The AI email responder for consulting firms and partners
AI E-mail is an AI email responder for consulting firms that reads every message sent to new business, client service or billing, attaches it to the right contact and drafts the answer from your knowledge, in the sender's language. You decide per desk whether Lisa sends alone or a partner approves first.
TRY AI E-MAIL FREENo credit card · Ready in 2 minutesReady to buy? See plans & pricing ›
7 days free · per company, never per seat · nothing to install
Do it
On every e-mail Lisa says what she would do, such as keep it for the date it names or pass it to a desk with a draft.
Easy setupSet up everything just by talking to Lisa AISee how ›You“Scheduling and directions can go out alone; anything about an engagement waits for a partner.”
Lisa“The admin desk will answer and send by itself, while the client service desk drafts and waits for a partner's approval. Apply?”
You talk. Lisa sets it up. Applied only on your yes.
How Consulting Firms use it
A client's assistant asks which room tomorrow's workshop is in; the admin desk answers from your knowledge under the rule that desk follows.
Procurement mails a request for proposal with a brief attached; it opens in the Proposal Studio and the mail keeps a chip on the desk.
A client writes that a deliverable slipped; the thread waits in Needs you with Lisa's proposal for the engagement lead to decide.
REAL AI - the whole Front Office is AI, not old software with an AI button.
What’s included
- Your own sending domain, set up and warmed for you; replies land in Front Office, not in a personal inbox
- Drafts and answers from your approved knowledge, in the customer's language; approve each one or let it send under rules you set
- Take over any thread and send from your own address; connect your Google or Microsoft mailbox for personal mail
- Every thread on the customer's record; a reply stops any running follow-up and alerts the owner
- Templates written from your knowledge; deliverability report, bounces, complaints, engagement
- Attachments, quotes and confirmations sent from the same place; nothing typed twice
Available on its own or inside a solution · See pricing › · Per company, never per seat.
Everything AI E-mail does, for every business ›
Works withLisa, your AI assistantAI Follow-upAI QuotingAI BookingAI TicketsAI Returns & Warranty
The firm's inboxes
Shared inbox for consulting firms, desk by desk
New business
Inquiries and introductions are answered from your service pages, with an offer of discovery times, under the rule the desk sets.
Client service
Mail from clients waits with Lisa's draft for the engagement lead, so the tone and every commitment stay a person's.
Billing and admin
With consulting firm email automation, invoice copies, purchase order numbers and directions to the office can be answered and sent by Lisa alone, day or night.
Bids and proposals
A request for proposal opens in the Proposal Studio with its attachments, and the original mail keeps a chip on the desk it arrived on.
Set-up
An email assistant for consultants, set in 2 minutes
Add the addresses
Add the new business, client service and billing addresses and the desk each lands on; your mailbox provider stays as it is.
Connect partners' mailboxes
Each partner connects or forwards a copy; Lisa walks through the steps one at a time and runs the test.
Say who answers
Tell Lisa which desks she answers alone and which wait for a person; each change is shown before and after.
Read a week of drafts
Seven free days on your own mail, then read every answer Lisa prepared, sent or held for a partner.
Questions & answers
AI E-mail for Consulting Firms: questions & answers
Can an AI answer a consulting firm's shared inbox?
Yes. In this AI email management for consultancies, each address, such as new business, client service or billing, becomes a desk with its own rule: Lisa answers and sends, Lisa writes and a person approves, or a person writes. Every draft is written from your knowledge, in the sender's language.
Does anything reach a client without a partner seeing it?
Only on the desks you allow. As shipped, Lisa drafts and a person approves, so each reply sits in Ready to send until someone clicks. Many firms let routine admin mail go alone and keep every client service reply for approval.
What happens to an e-mail about a live engagement?
It lands on the client service desk, attached to the contact, with a summary card: what the client wants, the history that matters and two or three answer directions. The engagement lead picks one, edits the draft and sends it.
Can partners keep their own mailboxes?
Yes. Each partner can connect a mailbox whole or forward a copy, and Lisa reads only the folders allowed. Mail sent from here leaves from the partner's own address and lands in its Sent folder with the firm's footer.
What if a request is outside what the AI may do?
Hard guards send it to a person. An unclear reply gets one polite question, then a person; an unreadable attachment goes straight to someone; and after the AI rounds you set on one thread, a person takes over with a copy to your escalation inbox.
Keep exploring
Where next?
Start with the one thing you need. Add more anytime by asking Lisa.
AI Front Office for Consulting Firms ›
Easy setup
Answers & books
Sells
Helps your team
Included
Award-winning AI
Winner at CES 2026, ISE 2026 and TMCnet Enterprise AI Product of the Year.
REAL AI - the whole Front Office is AI, not old software with an AI button.
Awards & trade shows ›
Give Lisa your website.
She sets up your business in 2 minutes.
Other software makes you learn it. Zanus AI learns your business.
Try it free on your own business — no credit card, per company, never per seat.
Ready to buy? See plans & pricing ›
Or call +1 (954) 736-3939 — the AI answers.