Zanus AI for Consulting Firms. Every inquiry answered. Every commitment on record.
Front OfficeProspects asking whether you do this kind of work, procurement officers sending RFP invitations and clients asking about a milestone, answered by phone, website and inbox; discovery calls booked with the partner who owns the practice.
Back OfficeProposals drafted from past work, statements of work, engagement documents, research libraries and steering decks kept with their sources; every milestone, deliverable and commitment to a client on record, with an owner.
Zanus AI Front Office
Front Office for Consulting Firms With your prospects, clients and alliances
Who reaches youProspects and referred leads asking whether you do this kind of workProcurement teams sending RFP invitations, clarifications and supplier formsCurrent clients asking about a milestone, a workshop or an invoiceReferral partners and alliance firms proposing to team on a bidConference organizers and journalists asking for a partner as speaker or sourceExperienced hires and independent consultants offering their availability
Answers & books
AI PhoneThe main line answered during the workshop.AI BookingDiscovery calls booked with the partner who owns the sector.AI ChatYour website answers the prospect's first question.AI E-mailThe firm's inbox answered, engagement threads held for partners.AI Web FormsEvery inquiry and RFP invitation acknowledged within minutes.AI AvatarA composed face that explains how the firm works.Sells
AI CRMClient organizations and pursuits written by the conversations.AI QuotingProposals assembled from your rate card, approved by a partner.AI Follow-upProposals followed up until the client answers.AI MarketingYour research and events in front of the right clients.AI Auto-CallKickoffs scheduled and signatures chased by phone.AI DemoA capability briefing the prospect can question at 10 PM.AI MeetingsSteering meetings with the transcript and next steps written.AI Partner PortalReferral and alliance partners signed up and credited.Zanus AI Back Office
Back Office for Consulting Firms Inside your firm
Create unlimited AI automations just by talking to the AI. Proposals drafted from past work, statements of work, engagement documents, research libraries and steering decks kept with their sources; every milestone, deliverable and commitment to a client on record, with an owner.
Automates
AI AutomationsSay it once: every signed SOW gets its workspace, its milestones and its dates.AI TasksProposals, steering decks and status reports drafted in your format.AI ApprovalsNothing goes to a client without the engagement partner’s OK.AI DashboardToday’s deliverables, open proposals and late milestones on the first screen.Knows your company
AI AssistantAnswers consultants from your methods and past work, with the source.AI AnalysisReads an engagement’s history and reports status, risks and open items.AI ArchiveEvery deck, interview recording and workshop photo, found in seconds.AI VectorstoreEach client’s data kept private and found by meaning.AI LibraryLearns your methods, frameworks, templates and quality rules.AI TranscriptsStakeholder interviews and workshops transcribed and summed up.AI MailroomEvery e-mailed RFP, data request and sign-off filed on the right engagement.Runs your business
AI CustomersEach client organization, its sponsors and engagements on one private record.AI CasesEach confidential engagement kept on its own facts, findings and documents.AI ProjectsKickoff to final readout as a project: workstreams, owners and dates.AI DesignProcess maps, org charts and slide layouts revised from your words.AI SuppliersSubcontractors, independent experts and research vendors at hand.AI InventoryYour service lines, offerings and credentials, always current.AI MarketingPast clients told when a new offering fits the work you did for them.Your team
AI TeamworkPartners and consultants share each workstream; nothing gets lost.AI TrainingNew consultants trained from your methods and past engagements.AI IntegrationsAdds AI to the CRM, time and project software you keep.AI Apps & RobotsRobots built to order, from weekly status packs to timesheet checks.Privacy & auditWho sees which client’s engagement, and every action on record.Live Demos
See it working for your firm.
Tell us what you want to see. We build an interactive AI demo for your company from your website, and the link and the documentation arrive in your inbox in about 2 minutes.
Questions & answers
Zanus AI for Consulting Firms: questions & answers
Can an AI receptionist answer the phone for a consulting firm?
Yes. AI Phone answers the firm's main line on the first ring, including while every partner is in a client workshop. It tells a prospect which sectors and service lines you cover and how you charge, from your approved information, asks your intake questions and books the discovery call. A client asking for the engagement lead gets a message taken or a transfer with the context announced.
Will the AI give strategic or technical advice to prospects?
No. It gives no strategic, technical, financial, HR or regulatory recommendation to anyone. It answers from what your firm has approved, such as services, sectors, engagement models and published research, and turns a question like what should we do about our cost base into a discovery call with a partner, with the question written on the invite.
Does the AI confirm to callers who our clients are?
No. The AI does not confirm to a third party that a company is a client, and client material is walled per client organization and kept off public channels. A question about a specific engagement is routed to the engagement lead; the AI confirms receipt and the owner, never the substance.
Can it handle RFP invitations and procurement questions?
Yes. An RFP invitation that arrives by form, e-mail or phone is acknowledged to procurement in minutes, with the intent-to-bid and submission deadlines logged and the bid owner alerted. Clarification questions and supplier-registration forms are filed as client requests for the bid owner, so nothing waits in a partner's inbox while they travel.
Can the Back Office draft a proposal from our past work?
Yes. It finds the closest past proposals, SOWs and credentials in your archive, follows your template and rate rules and drafts the new proposal with every source shown; scope, fees and the approach stay with the partner, and nothing goes out without the partner’s OK.
Is one client’s work kept apart from another client’s?
Yes. Each engagement is kept on its own documents, data and findings, visible only to the people staffed on it; the AI answers each consultant only from the engagement they work on and the firm’s general libraries, and every action is on record.
How do the Front Office and the Back Office work together for a consulting firm?
The Front Office answers the prospect, qualifies the need and books the discovery call with the right partner; the lead, the call transcript and the booking land on the client’s record in the Back Office, where the proposal, the SOW and the engagement milestones take over.
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.