For advisory consultants

Bill for the advice,
not the research

Floral gathers what your firm knows - every client conversation, your own sources and what nobody wrote down - and puts it to work before, during and after each meeting.

No credit card · Cancel any time · Or let's meet for 30 minutes

A consultant walks a client through the numbers on a laptop
Client brief ready · Board meeting 10:00Five years of financials, SWOT, last engagement

One 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.

08:30

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.

Company details from the registry: industry, founded, CEO, legal form, address
Questions for the meeting from the Floral brief
Five years of key figures from the company registry
10:00

On-site, and present

The iPhone app records in the client’s boardroom; the bot joins Teams. Nobody scribbles while they should be listening.

Online meeting with company and time
Meeting assistant scheduled for the online meeting
10:45

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.

The meeting in brief and what was agreed
Summary synced to the CRM
14:00

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.

Assistant answering with sources
Friday

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.

The firm’s knowledge sources: reports, websites and notes

How it works

One engine under the whole firm

Floral gathers what the firm knows, keeps it living, and puts it back to work on the next engagement - so billable hours go to expertise. Automated by AI. Controlled by you: every suggestion waits for a consultant to approve it.

Capture everything - even what nobody wrote down

Client meetings, documents, internal and external sources - and the tacit knowledge that otherwise lives only in partners’ heads.

Floral iPhone recorder

Living knowledge across every engagement

Structured after each conversation and searchable across clients, industries and years - not locked in one consultant’s notes.

Floral CRM pipeline

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.

Assistant answering with sources

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.

PipedriveWebCRMKnackCustom integration

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 the CRM add-on

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.

Your clients pay for your expertise, not your ability to Google. Floral handles the research so you can focus on the advice.
Jesper Nykjær Jeppesen
Jesper Nykjær JeppesenCEO, Floral  ·  [email protected]

Insights

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Insights

Two ways to start

Start with your next client meeting

30 days free · No card

Try it yourself

Connect your calendar and the first client brief lands before your next meeting. Bring the team when it works.

30 minutes · Online

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.