AI Time Machine for Consulting Firms. A client engagement timeline for consultants, moment by moment
AI Time Machine lays out a client engagement timeline for consultants from the firm's own records: every mail, document, call, booking and meeting of a client or a project at its date, in lanes. Step through it with the knob, open each moment where it lives with a recap built from the record, and print the story on your letterhead.
TRY AI TIME MACHINE FREENo credit card · Ready in 2 minutesReady to buy? See plans & pricing ›
7 days free · per company, never per seat · nothing to install
Client moments
The inquiry captured on the web, the approval, the quote requested and the e-mails sent, each moment with its date and time.
Easy setupSet up everything just by talking to Lisa AISee how ›You“Go back to March on this engagement and print the story.”
Lisa“The cursor moves to March on this engagement, and the whole chronology is printed on your letterhead for the meeting. Apply?”
You talk. Lisa sets it up. Applied only on your yes.
How Consulting Firms use it
Before a steering committee, a partner asks who agreed to widen the scope and when, and the answer opens the mail at its moment.
A client report dated last spring, filed only this week, stands at its own date on the timeline, not the day it was filed.
A new engagement manager takes over a client and plays the relationship from the first inquiry to the latest deliverable.
REAL AI - the whole Front Office is AI, not old software with an AI button.
What’s included
- The TIME MACHINE button: the count of dated moments an answer gathered
- Lanes: mail, mailboxes, documents, calls and bookings, records, calendar, pictures
- The jog knob: first, previous, play, next, last, by moment, day, week or month
- The pane: the moment as it lives, the passage lit
- A recap per moment: built from the record itself
- Dates in the file: a document at the date written in it
- Refresh from the records: what came after, marked new
- Print the story: the chronology on your letterhead
Add it to AI Team Assistant or get it inside a solution · See pricing › · Per company, never per seat.
Everything AI Time Machine does, for every business ›
Works withAI File CabinetAI Chat for your teamAI E-mailAI Calls Transcripts
The story
Engagement history for consulting firms, in date order
One lane per kind
Mail, documents, calls, bookings, records, the calendar and pictures, each a lane, every moment a marker at its date.
Step, play or drag
First, previous, play, next and last; step by a moment, a day, a week or a month, or drag the red cursor.
Who said it, and where
Ask who said a thing and when; the answer cites the mail, the call or the page and opens it at its moment.
Printed for the meeting
A project chronology for consultants to bring along: the whole story on your letterhead, ready for a steering committee, a handover or the client file.
Questions & answers
AI Time Machine for Consulting Firms: questions & answers
How is an engagement timeline built?
Ask the AI Team Assistant about a client or a project, then press TIME MACHINE: every dated moment the answer gathered is laid out in lanes for mail, documents, calls and bookings, records, the calendar and pictures.
Where do the dates come from?
From your records only: the mail and mailboxes, the File Cabinet, the calls, the bookings and the calendar. A document stands at the date written in it, so a report filed late still sits where it belongs.
Is each recap written from memory?
No. The recap of a moment is written from the record it points to, and beside it you read the mail itself, the page with the passage lit or the transcript of the call.
Does the timeline grow as the engagement goes on?
Yes. Refresh lays new mail and new documents that arrived after the answer on the same timeline, marked new, so the consulting engagement chronology keeps up with the work.
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.