Consultancy Solution

Scale Your Consulting Practice with AI

Automate client intake, consultation scheduling, project updates, and feedback collection to focus on delivering exceptional value to clients.

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CRM integration
White-label options
Multi-consultant support

Automate Your Client Journey

From first contact to ongoing engagement, streamline every interaction

Client Intake & Screening
Qualify prospects and gather initial requirements before consultation
  • Pre-qualify leads 24/7
  • Collect project requirements
  • Budget and timeline assessment
  • Filter non-ideal clients
Consultation Scheduling
Automated booking for discovery calls, strategy sessions, and reviews
  • Round-the-clock scheduling
  • Timezone-aware booking
  • Automated reminders
  • Reschedule management
Proposal Follow-Up
Timely follow-ups on proposals and engagement letters
  • Automated proposal delivery
  • Follow-up sequences
  • Answer common questions
  • Speed up decision-making
Project Status Updates
Keep clients informed about project milestones and deliverables
  • Milestone notifications
  • Progress reports
  • Deliverable confirmations
  • Reduce status inquiry calls
Feedback Collection
Gather client satisfaction data and testimonials
  • Post-project surveys
  • NPS score tracking
  • Testimonial requests
  • Continuous improvement insights
Referral Generation
Systematically request referrals from satisfied clients
  • Optimal timing for requests
  • Referral program promotion
  • Success story sharing
  • Network expansion

The Complete Client Lifecycle

Automated touchpoints from prospect to advocate

1
Initial Inquiry
AI screens prospects, collects requirements, and schedules discovery calls
2
Discovery & Proposal
Automated proposal delivery and follow-up sequences
3
Engagement & Onboarding
Kickoff coordination, document collection, and initial setup
4
Project Delivery
Regular check-ins, milestone updates, and deliverable confirmations
5
Completion & Growth
Satisfaction surveys, testimonial requests, and referral campaigns

Complete Practice Management

Tools for every stage of client engagement

Client Acquisition
  • Lead qualification
  • Discovery call scheduling
  • Needs assessment
  • Service package matching
  • Proposal automation
Project Management
  • Kickoff coordination
  • Milestone tracking
  • Deliverable notifications
  • Approval workflows
  • Completion confirmation
Client Success
  • Check-in scheduling
  • Satisfaction surveys
  • Value realization tracking
  • Renewal reminders
  • Upsell opportunities
Practice Growth
  • Referral campaigns
  • Case study interviews
  • Testimonial collection
  • Client success stories
  • Thought leadership promotion

Solutions for Every Practice Area

Customized workflows for different consulting specialties

Management Consulting
Strategy, operations, organizational transformation
IT Consulting
Technology implementation, digital transformation, cybersecurity
Financial Consulting
CFO services, financial planning, risk management
HR Consulting
Talent acquisition, organizational development, compensation
Marketing Consulting
Brand strategy, digital marketing, growth consulting
Legal Consulting
Compliance, contract review, legal operations

Real Results for Consulting Firms

Average improvements across our consulting customers

40%

More consultations booked

50%

Faster client onboarding

35%

Increase in referrals

60%

Higher client satisfaction

"FoneSwift has allowed us to scale from 5 to 20 consultants without adding administrative staff. Our client satisfaction scores are at an all-time high, and we're closing 40% more engagements. The automated follow-ups alone have generated over $500K in new business."

Amanda Foster

Managing Partner, Strategic Growth Advisors

White-Label Option Available
Brand the entire calling experience as your own
  • Custom caller ID with your firm name
  • Branded voice and messaging
  • Custom domain and URLs
  • Your firm's branding throughout

Ready to Scale Your Practice?

See how consulting firms are using FoneSwift to acquire more clients, deliver better service, and grow faster

Schedule Consulting DemoCalculate Your ROI

Special pricing for boutique firms and large consulting groups