For Advisory Consultants

Spend time advising, not researching.

Floral builds the brief before, captures the conversation during (in the room or on Zoom/Teams), and extracts the insights after — so consultants spend their billable hours on what clients actually pay for: expertise.

The difference

Before and after Floral

Before Floral

  • Hours spent before each client meeting researching industry reports, company filings, and news
  • Choosing between staying present with the client and taking notes — and missing one or the other
  • Engagement summaries written after the fact from scattered notes — nuance lost, decisions remembered wrong
  • Insights from past engagements forgotten when projects end or consultants rotate
  • Junior consultants have no access to the institutional knowledge that makes senior partners effective
  • Billable hours consumed by administrative work instead of high-value advisory

After Floral

  • Automated pre-meeting briefs with client-specific insights, industry trends, and regulatory changes
  • iPhone/iPad app for on-site meetings; the bot joins Zoom and Teams — consultants stay present
  • Structured AI summary extracts decisions, action items, risks, and recommendations — ready for the engagement report
  • A growing knowledge base that connects insights across clients, industries, and engagements
  • Junior team members access years of accumulated expertise, accelerating their development
  • More hours spent on advisory, less on research and admin, improving utilisation and client value

More time advising, less time administrating

Advisory firms using AI-powered research and meeting capture see measurable improvements in consultant productivity and client satisfaction.

3-5 hours

Saved per consultant per week on research and meeting follow-up. That's time back for high-value client work.

100%

Meeting coverage. Every conversation captured with key decisions and action items, not just the ones someone remembered to take notes on.

60% faster

Engagement ramp-up for new team members. Full context from past client interactions available from the start.

The workflow

Stay present with the client — let Floral handle the rest

Floral works alongside the tools your firm already uses. It prepares, records, transcribes, and turns every client conversation into searchable knowledge — so consultants spend their billable hours advising, not writing minutes.

Before the meeting — client research, on autopilot

Before each client meeting, Floral compiles a brief from public filings, industry reports, news, regulatory updates, and your firm's own engagement history. Consultants walk in with context that would have taken hours to assemble manually.

See AI briefings
Floral AI meeting briefing detail

During the meeting — record on-site or online

On-site at the client? Use the iPhone or iPad app. On a Zoom or Teams call? The labelled bot joins as a participant. Either way, you stay present with the client — Floral handles the capture, so nothing slips through and no one has to scribble notes while listening.

See the recorder
Floral recording a remote client meeting
Floral mobile app capturing an on-site client meeting

After the meeting — insights extracted automatically

Floral transcribes the conversation and extracts decisions, action items, risks, and recommendations — structured, searchable, and ready for the engagement summary. No more piecing together hastily scribbled notes after the fact.

See AI summaries
Floral approved AI meeting summary

Across engagements — a knowledge base that compounds

Insights compound over time. What one consultant learned in a previous engagement informs the next. Floral connects patterns across clients and industries, surfacing relevant precedents and best practices that would otherwise stay locked in individual consultants' heads.

See workspace insights
Floral workspace insights dashboard
Add-on
Coming soon

When the business-development side needs a CRM

The optional Floral CRM adds pipelines, deals, contacts, and tasks — useful for firms running business development alongside delivery. Hydrated automatically from your approved client meeting summaries, so the BD pipeline stays current without anyone copy-pasting from minutes.

Your clients pay for your expertise, not your ability to Google. Floral handles the research so you can focus on the advice.

Jesper

Jesper Nykjær Jeppesen

CEO, Floral · [email protected]

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