AI Partner Portal for Consulting Firms. Referral and alliance partners signed up and credited.
AI Partner Portal gives the firms, vendors and independent advisors who send you work a place to apply. The AI researches each applicant's site, presence and fit before the managing partner approves, then attributes every inquiry they refer, so you see which alliances feed the pipeline and each referral partner sees the introductions they made.
TRY AI PARTNER PORTAL FREENo credit card · Ready in 2 minutes7 days free · per company, never per seat · nothing to install
You talk. Lisa sets it up.
You“Referral partners apply on the site; I approve each one after the AI's research.”
Lisa“Done: referral-partner applications now arrive with the AI's research on site, presence and fit, and wait for your approval. Should approved partners see their referrals' status?”
Any setting, in any module · applied only on your yes
How Consulting Firms use it
A software vendor's alliance manager applies to co-sell; the AI summarizes the vendor's site and client sectors for the managing partner.
An independent advisor refers a family-owned manufacturer; the inquiry carries her name from the first form to the signed engagement.
At year end the managing partner sees which referral partners introduced inquiries that became discovery calls.
REAL AI - the whole Front Office is AI, not old software with an AI button.
What’s included
- Partner and reseller application form on your site
- The AI researches the applicant, site, presence, fit, before you approve
- Referral attribution on every lead; a partner view of their own customers
Add it to any contact channel — AI Phone, AI Chat, AI E-mail or AI Web Forms — or get it inside a solution · See pricing › · Per company, never per seat.
Questions & answers
AI Partner Portal for Consulting Firms: questions & answers
How can a consulting firm track referral partners?
With referral attribution on every inquiry. AI Partner Portal tags each lead with the partner who introduced it, from the first contact to the signed engagement, and each referral partner sees the introductions they made.
Does the AI approve new alliance partners?
No. It researches the applicant first, their site, presence and fit with your practices, and a partner of the firm makes the decision. The research sits on the application so the decision takes minutes.
Do referral partners see our client information?
No. A referral partner sees the status of the introductions they made, nothing about your other clients or engagements. Client confidentiality rules stay in force for every partner view.
Keep exploring
Where next?
Start with the one thing you need. Add more anytime by asking Lisa.
AI Front Office for Consulting Firms ›
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.
Or call +1 (954) 736-3939 — the AI answers.