--- title: "Floral for Advisory Consultants - the knowledge engine behind every engagement | Floral" description: "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. So billable hours go to expertise, not research." canonical: https://floral.so/for-consultants --- # Floral for Advisory Consultants - the knowledge engine behind every engagement | Floral > 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. So billable hours go to expertise, not research. Source: https://floral.so/for-consultants For advisory consultants # Bill for the advice, not the researchyour firm’s memory, on every engagement 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. Work emailTry free for 30 days No credit card · Cancel any time · [Or let's meet for 30 minutes](https://floral.so/book-a-demo) ![A consultant walks a client through the numbers on a laptop](https://floral.so/img/heroes/consultants.jpg) ![](https://floral.so/img/logos/floral-logo.png)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. [08:30The brief](#the-brief)[10:00The meeting](#the-meeting)[10:45The summary](#the-summary)[14:00The question](#the-question)[FridayThe firm](#the-firm) 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](https://floral.so/img/features/site/briefing-company-consulting.en.png) ![Questions for the meeting from the Floral brief](https://floral.so/img/features/site/briefing-questions-consulting.en.png) ![Five years of key figures from the company registry](https://floral.so/img/features/site/briefing-figures-consulting.en.png) 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](https://floral.so/img/features/site/meeting-title-consulting.en.png) ![Meeting assistant scheduled for the online meeting](https://floral.so/img/features/site/meeting-detail-consulting.en.png) 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](https://floral.so/img/features/site/summary-brief-consulting.en.png) ![Summary synced to the CRM](https://floral.so/img/features/site/summary-crm-consulting.en.png) 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](https://floral.so/img/features/site/assistant-sources-consulting.en.png) 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](https://floral.so/img/features/site/sources-consulting.en.png) 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](#capture-everything)[Living knowledge](#living-knowledge)[Ask and act](#ask-and-act) ### 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](https://floral.so/img/features/meeting-recorder-transcription-app/iphone-recording.png) ### 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](https://floral.so/img/features/site/crm-pipeline-consulting.en.png) ### 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](https://floral.so/img/features/site/proposed-follow-up-consulting.en.png) 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](https://floral.so/features/crm) 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](https://floral.so/img/avatars/jesper.jpg) Jesper Nykjær JeppesenCEO, Floral · [\[email protected\]](https://floral.so/cdn-cgi/l/email-protection#6f05052f0903001d0e03411c00) Insights ## Read more [Insights →](https://floral.so/insights) - September 4, 2026 · 9 min read ### [What the Danish company registry tells you before a meeting, and how to read it in five minutes](https://floral.so/insights/company-registry-data-meeting-preparation) 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. - February 24, 2026 · 8 min read ### [Consultant utilization rate: where the billable hours actually go (and how to recover 8 a week)](https://floral.so/insights/consultant-utilization-billable-hour-leak) 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. - January 27, 2026 · 8 min read ### [AI meeting intelligence for consultants: from hours of research to minutes of preparation](https://floral.so/insights/ai-meeting-intelligence-for-consultants) Management consultants spend up to 40% of their time 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 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. Work emailTry free for 30 days 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. [Book 30 minutes](https://floral.so/book-a-demo)[Email Jesper](https://floral.so/cdn-cgi/l/email-protection#e78d8da7818b8895868bc99488)