Business details

Who the client is, what they want, and the rules they work by.

Import client documents

Up to 5 Word, PDF or text files. The AI combines them and fills in the form.

Choose or drop files

Start from a template

Typical process areas for an industry.

or

Client / business name

Business type

Industry

Staff count

Owner goals (one per line) Discovery notes

Client context

What makes the solution fit this client. The AI treats the rules as hard limits.

Rules the solution must respect (one per line) Tools they already use (one per line) What they've tried, and what went wrong

Your build stack

The tools you deliver solutions with (not the client's). The AI keeps its own best recommendation and adds a version built with your stack.

Also propose each solution with my build stack

Report

Report language

The analysis and report are written in this language, whatever language the intake is in.

Process areas 0

Each part of the business you examined. The AI looks for problems here.

Questions for the client 0

What the documents and the analysis couldn't answer. Type the client's answers here; the next analysis uses them.

Analysis takes about 10-30 seconds. You can edit everything afterwards.

No analysis yet

Fill in the business details, then click Analyze with AI to get findings, recommendations and a phased plan.

Solution plan

The story of the report: summary, phases, what not to automate, and open questions.

Findings

Problems found, each backed by what the client said.

Recommendations

What to do, in which phase, and how you'll know it works.

Your edits are saved when you save or generate the report.

No report yet

Review the analysis, then generate the client-ready report.

Nothing to propose yet

Analyze the business first. Its recommendations become the items of your statement of work.

Clients

Intake links

Links you've sent to clients. Submitted ones become draft assessments.

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Administration

Admin

Usage, system health and accounts across ConsultAI.

Assessments

System

Open sign-ups

Anyone can create an account from the website.

Smarter proposals for every small business.

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Untitled assessment