Professional Services Automation

Focus on Consulting,
Not Admin Work

AI-powered automation for independent consultants and consulting firms. Spend more time advising clients, less time on scheduling, proposals, and invoicing.

Everything You Need to Run Your Practice

From lead generation to project delivery and payment — all in one platform.

AI Scheduling Assistant

Let AI handle meeting bookings, rescheduling, and calendar management. Integrates with Google Calendar and Outlook.

  • Automatic timezone detection
  • Smart availability management
  • Meeting reminders & follow-ups

Proposal & Contract Generator

Create professional proposals and contracts in minutes using AI-powered templates tailored to your consulting niche.

  • Custom branded templates
  • E-signature integration
  • Version tracking

Client Portal & CRM

Give clients a branded portal to access documents, track project progress, and communicate securely.

  • Secure file sharing
  • Project milestones
  • Client communication hub

Time Tracking & Invoicing

Automatically track billable hours, generate invoices, and accept payments. Integrates with QuickBooks and Xero.

  • Automatic time logging
  • Recurring invoices
  • Payment reminders

Client Reporting Dashboard

Generate beautiful client reports showing progress, metrics, and ROI. Export to PDF or share live dashboards.

  • Customizable templates
  • Real-time data
  • White-label reports

AI Research Assistant

Get instant market research, competitor analysis, and industry insights powered by AI to support your consulting work.

  • Industry trend analysis
  • Competitor intelligence
  • Data visualization

Built for Your Consulting Specialty

Trusted by consultants across all industries and practice areas.

Management Consulting

StrategyOperationsChange ManagementProcess Improvement

Save 20+ hours/week on admin tasks

Marketing Consulting

Digital MarketingBrand StrategyContent MarketingSEO/SEM

Manage 3x more clients with automation

Financial Consulting

CFO ServicesFinancial PlanningTax StrategyM&A Advisory

Increase billable hours by 40%

HR & Talent Consulting

RecruitingOrg DesignCompensationLeadership Development

Streamline client onboarding by 60%

IT & Technology Consulting

Digital TransformationCybersecurityCloud MigrationSoftware Selection

Deliver projects 50% faster

Legal & Compliance Consulting

Regulatory ComplianceContract ReviewRisk ManagementPolicy Development

Reduce document prep time by 70%

Streamlined Client Workflow

From first contact to final payment — automated and professional.

1

Client Inquiry

AI voice agent answers calls, qualifies leads, and books discovery calls automatically.

2

Proposal Creation

Generate custom proposals with AI, send for e-signature, and track engagement.

3

Project Delivery

Manage deliverables, track time, and keep clients updated via branded portal.

4

Invoicing & Payment

Automatic invoicing, payment reminders, and financial reporting.

Ready to Automate Your Practice?

Join 2,000+ consultants who've reclaimed 20+ hours per week with Wilcart automation.