Client Enquiry Qualification
Inbound client enquiries are qualified through chat · collecting sector, challenge type, budget range, and timeline. NIVA routes qualified opportunities to the right partner or practice area with a structured brief.
AI chatbot for Consulting Firms
Clients, Proposals & Knowledge
NIVA's consulting AI chatbot handles client enquiries, proposal qualification, knowledge base retrieval, project status updates, and internal HR queries · letting consultants spend their billable hours on client value, not administration.
- No usage-based billing
- Live across 25 industries
- White-label ready
ConsultBot
Consulting Firms support · online
Hello! I'm ConsultBot. I can help with client enquiries, project status, proposal qualification, and internal knowledge retrieval. How can I help?
We're a mid-sized manufacturer looking for help with a supply chain transformation. Who should I speak to?
Supply chain transformation is a core practice area. To connect you with the right partner, a few quick questions: 1) What's your approximate annual revenue? 2) Is this an inventory optimisation challenge, a network design project, or a technology transformation? 3) What's your target timeline? This helps me route you to the specialist with the most relevant case experience.
Ask ConsultBot anything…
Powered by NIVA
- 10+
- Consulting Personas
- 60%
- Admin Time Saved
- 0
- Code Required
Built forManagement ConsultanciesStrategy FirmsTechnology ConsultantsBoutique SpecialistsTransformation Practices
Every Client and Internal Interaction · From Enquiry to Engagement
NIVA handles the client qualification, knowledge retrieval, and administrative conversations that pull consultants away from billable work.
Proposal & RFP Support
Proposal teams query past engagement case studies, methodology frameworks, and approved pricing benchmarks through chat. NIVA retrieves relevant knowledge base content · cutting proposal preparation time significantly.
Project Status & Client Updates
Clients query project milestone progress, outstanding deliverables, and next steps through chat. NIVA surfaces project status from your PSA system · reducing project manager time on status update calls.
Knowledge Management & IP Retrieval
Consultants retrieve methodology frameworks, benchmarking data, and precedent deliverables through chat. NIVA indexes your internal knowledge library and surfaces the right content in seconds.
Internal HR & Operations
Consultants query expense policies, utilisation targets, timesheet deadlines, and leave entitlements through chat · reducing HR and operations team call volume on routine internal queries.
Business Development Analytics
Partners query pipeline value, win rates by sector, and proposal-to-engagement conversion through chat. NIVA surfaces CRM data to support BD decisions without manual report extraction.
Questions your visitors ask
Examples from live consulting firms deployments, answered in chat instead of routed to inbox.
“Can you find case studies for supply chain network redesign projects we've done in the food and beverage sector?”
Found 4 relevant case studies from the knowledge base: 1) Northern Foods Distribution Network Redesign (2023) · 18% cost reduction, 2) Dairy Co. DC Consolidation (2022) · $2.4M annual savings, 3) Beverage Manufacturer Nearshoring Study (2023) · 35-day lead time reduction, 4) Snacks Group Cold Chain Optimisation (2024) · carbon reduction 22%. Shall I compile these into a proposal-ready case study deck?
Why NIVA
Generic bots answer. NIVA acts.
Generic prompts from scratch
250+ industry personas, ready day one
FAQ replies and deflection
Flows, forms, and real actions
Credits, tokens, and add-ons
Flat pricing, full white-label
Teams already using NIVA
Live in 4 steps
From persona selection to live on your consulting firm website or client portal in under a day. NIVA handles the admin · your consultants deliver value.
No-Code Admin
Pick Your Domain
Choose the Consulting Firms vertical from NIVA's library with industry terminology built in.
Persona Library
Subscribe to Personas
Pick from 10+ pre-built consulting firms personas. Toggle only the roles you need.
Knowledge + Flows
Add Knowledge & Workflows
Upload policies, manuals, and FAQs as PDFs or URLs into a private knowledge base.
One Script Tag
Embed Anywhere
Drop one script tag on your site. The bot goes live fully branded, no redeploy.
Pre-trained Consulting Firms personas, ready on day one
Subscribe to expert roles with domain tone and knowledge already built in. Toggle live without prompt engineering.
Client Qualification Bot
Enquiries, practice routing, discovery
Proposal Support Bot
Case studies, frameworks, pricing
Project Status Bot
Milestones, deliverables, PSA data
Knowledge Retrieval Bot
Frameworks, IP, benchmarking data
Internal HR Bot
Expenses, utilisation, timesheets, leave
BD Analytics Bot
Pipeline, win rates, conversion
+ 4 more consulting firms personas available on your demo
Built for Consulting Firms, not generic chatbots
Platform capabilities tuned for consulting firms teams. Compliance standards are listed separately below.
Consulting Knowledge Base
Upload your methodology frameworks, case study library, industry benchmarking data, and approved proposal content. NIVA gives consultants instant access to the firm's collective knowledge.
Client & Engagement Memory
NIVA tracks each client's enquiry history, active engagements, and past interactions · giving client-facing consultants full relationship context instantly.
Enquiry-to-Proposal Flow Automation
Build client qualification and proposal preparation flows in NIVA's no-code Flow Engine. Enquiry captured → qualified → partner briefed → discovery call scheduled, all automated.
CRM & PSA Integration
NIVA integrates with Salesforce, Microsoft Dynamics, Maconomy, and FinancialForce PSA. Client opportunities, engagement data, and billing records sync from your operational systems.
Client Enquiry Qualification Flow
Trigger
Client enquiry received on website
Qualify
Sector, challenge, budget, timeline
Route
Right partner briefed with context
CRM
Opportunity logged, discovery booked
Three engines. One consulting firms bot.
Workflows, smart forms, and multi-persona routing from a single admin dashboard.
Workflow Automation
Flow Engine
Build multi-step automated workflows inside the chat: conditional branching, dynamic forms, persona handoffs, and webhook triggers.
Learn more Smart FormsSmart Form Engine
Define unlimited forms per bot. The AI reads conversation context and surfaces the right form automatically, inline in the widget.
Learn more Multi-Persona AIAgentic Personas
Run multiple AI agents in one widget. The orchestrator routes each message to the right persona automatically.
Learn moreOne script. Live on your site.
Drop a single line before </body> and your consulting firms bot goes live, fully branded as ConsultBot.
Auto-branded
Your colours, avatar, and bot name in every channel.
Instantly updated
Change personas or flows in admin. No redeploy.
CORS-ready
Website, WhatsApp, and custom domains out of the box.
index.html
<!-- Before </body> -->
<script src="…/widget.js"></script>
✓ Domain: Consulting Firms
✓ Bot: ConsultBot
✓ Personas: subscribed
✓ Status: Live
ComplianceGDPR / UK GDPRAML / KYC for Regulated AdviceBribery Act 2010ICAEW / ACCA Standards (Advisory)MCA Professional Standards
Ready to Win More Engagements and Free Your Consultants for Billable Work?
Book a 30-minute demo and see NIVA's consulting personas qualifying enquiries, retrieving knowledge, and updating clients live.
Common questions
Quick answers before you book a demo.
No. NIVA handles information, qualification, and administrative conversations · not regulated consulting advice. Advice is always delivered by qualified consultants. NIVA's role is to surface the right information and connect clients to the right expert faster.
Still unsure? Send us your requirements and we will map the right personas for consulting firms.
Related use cases
See how NIVA handles specific workflows in your space.
Related industries
Explore NIVA for adjacent verticals.