AI for advisory consultants
Bill for the advice,
not the research
Floral’s AI assistants prepare the client brief, structure the meeting afterwards and help share what your firm knows. You approve what goes ahead.
No credit card · Cancel any time · Or let's meet for 30 minutes
Client brief ready · Board meeting 10:00Five years of financials, SWOT, last engagementOne day with Floral
A client day, with the firm’s memory behind you
Preparation is one thing Floral does. Follow a single day and see how knowledge compounds.
The client brief is waiting
Registry data, five years of accounts, recent news - and a brief shaped for advisory work: a SWOT for a first meeting, concerns raised for a client you know, and what your firm said to them last time.
On-site, and present
The iPhone app records in the client’s boardroom; the bot joins Teams. Nobody scribbles while they should be listening.
Decisions, risks, actions - structured
Summaries follow your engagement-report structure, with decisions, risks and dependencies as their own sections. On approval it is ready to send - nothing pieced together from notes.
Ask the firm’s memory
What did they say about risk in the spring? Which engagements hit the same problem? Sourced answers, across everything the firm knows.
Knowledge that compounds
Every approved summary, uploaded report and client website feeds the next engagement - juniors start with senior context, and the firm’s sources are searchable from day one.
How it works
Help across the whole firm
Floral’s assistants work with what your firm hears and knows, so billable hours go to expertise. Every suggestion waits for a consultant to approve it.
Capture the meeting, wherever it happens
Client meetings, documents and your own sources, gathered automatically.
Living knowledge across every engagement
Structured after each conversation and searchable across clients, industries and years - not locked in one consultant’s notes.
What clients ask becomes what you publish
Poppy finds the concerns clients keep raising across approved meetings and helps draft the article or newsletter your busy consultants never get to. See how
Hours into an invoice draft
Tell Penny what to bill and she prepares the invoice in Billy or e-conomic. Nothing is created until you approve. See how
Ask anything, then approve the next thing
A sourced answer, the follow-up drafted, the record updated - with the consultant’s own permissions and one approval. Automated by AI, controlled by you.
Your own automations
Automations consultancies set up
Describe a recurring job in plain language and an assistant prepares it on time.
Every Friday
- Floral prepares
- A wrap-up of open tasks for each client engagement.
- Your part
- Move or close what is done.
When you approve a client meeting
- Floral prepares
- Tasks for what was agreed, with owner and date.
- Your part
- Approve the ones that are right.
Every Monday
- Floral prepares
- A status note per client, drafted on a Notion page.
- Your part
- Approve the page before it is saved.
Where it lands
Running business development alongside delivery?
Keep the CRM you have
Floral syncs approved client summaries into the system your BD team already uses - Pipedrive, WebCRM and Knack out of the box, and a custom integration to just about anything else. Nothing to migrate.
Or use Floral's own
An optional add-on that tracks deals, projects and sparring in one place - kept current from approved summaries, so the BD pipeline never lags the engagement.
See Work, Floral’s CRMTrusted by forward-thinking teams across Denmark
Fair questions
What partners ask us first
“Client confidentiality.”
Your data stays yours: stored and processed in the EU, never used to train a vendor’s model, full export at any time. Mark a meeting internal and it never reaches analytics or a client record, and transcripts can be kept as summary only on request.
“Our engagements are too different to template.”
Nothing is templated. Floral works from your actual conversations and sources - the structure comes from what was said.
“Partners won’t change how they work.”
They don’t have to. Tap record on the iPhone, or let the bot join. The brief arrives by itself.
“Just the way Floral transcribes our meetings and brings structure to our data sharpens our focus, saves us valuable time and makes us more effective”
Insights
Read more
9 min read
What the Danish company registry tells you before a meeting, and how to read it in five minutes
Every Danish company files its ownership, management, industry and accounts in the public CVR register. Most sellers and advisors never open it. Here is what is in there, the seven questions it answers before you walk in, and where it stops.
8 min read
Consultant utilization rate: where the billable hours actually go (and how to recover 8 a week)
Consultant utilization keeps slipping below 70%. Here is a realistic time-audit of a typical consulting week, and where to recover the billable hours hiding in prep.
8 min read
AI meeting intelligence for consultants: from hours of research to minutes of preparation
Management consultants spend a large share of their week on research and meeting preparation. AI meeting intelligence tools are changing the equation, letting consultants spend more time advising and less time preparing. Here is how the shift is happening.
Two ways to start
Start with your next client meeting
Try it yourself
Connect your calendar and the first client brief lands before your next meeting. Bring the team when it works.
Let's meet
We bring a Floral brief on one of your real clients, so you see it on your own engagement, not a demo account.