AI chatbot for
Consulting Firms
Clients, Proposals & Knowledge

When consulting firms customers ask about client enquiry qualification, proposal & rfp support, and project status & client updates after hours, someone still needs to reply. NIVA answers from your own info, books the next step, and notifies your team · so warm enquiries do not go cold overnight.

  • No usage-based billing
  • Live across 25 industries
  • White-label ready
10+
Consulting Personas
60%
Admin Time Saved
0
Code Required
Built for
Management ConsultanciesStrategy FirmsTechnology ConsultantsBoutique SpecialistsTransformation Practices
Current Challenges

If this sounds familiar, keep reading

Most consulting firmsoperators aren't looking for complex tech. They want to plug real revenue leaks: fewer missed opportunities, less phone fatigue, and more automatic bookings.

Missed Enquiries

Busy when they write

Someone asks about consulting firms pricing or availability while you're with a customer · and never hears back the same day.

Support Overhead

Same questions, every week

Your staff answer the same FAQs on phone and chat. Real work · quotes, visits, sales · waits in the queue.

Off-hours Dropoff

Warm leads go quiet

Night and weekend visitors leave without a path to book. By morning, many have chosen someone faster.

Core Capabilities

Where this helps day to day

Common consulting firms situations your team still handles by phone and inbox · answered on the website instead.

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.

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.

What customers actually ask

Real questions from consulting firmswebsites · answered in chat so your team isn't repeating them.

Can you find case studies for supply chain network redesign projects we've done in the food and beverage sector?

U
AI

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?

Auto-resolved by Niva

Do you have consultants with S/4HANA migration experience available to start in Q4?

U
AI

Yes. We have two senior consultants and a delivery lead coming free in October, all with completed S/4HANA migrations in manufacturing and retail. I can share anonymised case studies now and set up a call with the practice lead this week.

Auto-resolved by Niva
Why teams switch

Not another chatbot toy. A front desk that works overnight.

Missed enquiries after hours

Every website visitor gets a reply · days, nights, weekends

Your team repeats the same answers

Policies and pricing answered from your docs · consistently

Leads cool off waiting for a call back

Bookings, forms, and next steps happen in the chat

Teams already using NIVA

iTechHRP InfraMarina PyGreen GlobalyxPySquadRyno Wallet

Up and running in a day

You do not need a developer on retainer. We help you set up consulting firms answers, then it lives on your website.

01
15 minutes

Tell us your business

Share how consulting firms customers find you today · website, WhatsApp, ads. We map the questions that lose you money when unanswered.

02
Your team

Pick who answers what

Turn on helpers for sales, support, or bookings. They already speak consulting firms · you choose which ones stay on.

03
Your docs

Add the knowledge you already have

Upload price lists, FAQs, policies, or page links. The assistant only answers from what you approve.

04
Go live

Put it on your website

It appears as your brand on the site you already run. No rebuild. Most teams are live within a day.

Ready-made consulting firms helpers

Sales, support, bookings · switch on the roles you need. No writing from scratch.

See more roles

Client Qualification Bot

Enquiries, practice routing, discovery

Knowledge SyncLead Flow

Proposal Support Bot

Case studies, frameworks, pricing

Knowledge SyncLead Flow

Project Status Bot

Milestones, deliverables, PSA data

Knowledge SyncLead Flow

Knowledge Retrieval Bot

Frameworks, IP, benchmarking data

Knowledge SyncLead Flow

Internal HR Bot

Expenses, utilisation, timesheets, leave

Knowledge SyncLead Flow

BD Analytics Bot

Pipeline, win rates, conversion

Knowledge SyncLead Flow

+ 4 more consulting firms roles available on your walkthrough

Built around how consulting firms teams actually work

Practical pieces that save time · not a pile of AI features to configure.

  • 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 guided chat steps. 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

  1. Trigger

    Client enquiry received on website

  2. Qualify

    Sector, challenge, budget, timeline

  3. Route

    Right partner briefed with context

  4. CRM

    Opportunity logged, discovery booked

On your website. Looking like your brand.

Works on the site you already have · WordPress, Webflow, Shopify, or custom. Your logo, your colours, your name. Most owners are live the same week they start.

  • No big rebuild of your website
  • Changes show up for visitors without a re-launch
  • We can add it with you on the demo call if you prefer
Book a 30-min walkthrough

What founders usually ask

Do I need a developer?
Helpful if you have one · not required. Many consulting firms teams paste one line or let us place it.
How fast will I see value?
Most start capturing overnight enquiries in the first week once knowledge and booking paths are set.
What if it's not a fit?
Tell us how you work today. We'll say plainly if a simpler setup or a rival product is better.
Compliance & Security
GDPR / UK GDPRAML / KYC for Regulated AdviceBribery Act 2010ICAEW / ACCA Standards (Advisory)MCA Professional Standards

See if this fits your consulting firms business

Tell us how enquiries come in today. In 30 minutes we will show what NIVA would catch overnight · or say honestly if you are better with something simpler.

Common questions

Straight answers before you book time.

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 a short note about how you work · we'll reply with a fit recommendation for consulting firms.