Workflow automation — Consulting
Workflow automation for consulting firms
Consulting firms sell expertise and judgment — not admin time. But admin is where a significant portion of every engagement disappears: onboarding new clients, tracking deliverable status, assembling weekly reports, and managing the internal coordination that keeps projects running. We automate the infrastructure so your consultants can focus on the work clients pay for.
- Service
- Workflow automation
- Industry
- Consulting firms
- Provider
- Aiki Labs, Vienna
- Delivery
- Build, host & maintain
The problem
Where consulting operations lose time
In most consulting firms, the operational work that surrounds each engagement is handled manually. It works at small scale. As the client list grows, those manual steps compound into a real overhead problem.
Client onboarding is a repetitive manual process
Every new engagement starts the same way — intake calls, document requests, access provisioning, kickoff scheduling. Consultants run through the same checklist manually for every client, every time.
Proposal and admin tasks consume senior time
Producing proposals, generating statements of work, and handling routine client admin often falls on the people who should be doing billable work. None of it has been systematised.
Reporting is assembled manually on a recurring basis
Status reports, utilisation summaries, and project progress updates are built by hand at the end of every week or month. The same data, gathered from the same sources, formatted by the same person.
Project workflows exist in inboxes and spreadsheets
Deliverable tracking, task assignment, and project status live across email threads, shared spreadsheets, and team messages. Getting a current view of any project requires asking someone.
The solution
What we automate for consulting firms
These systems eliminate the recurring manual work that sits around every client engagement, without requiring consultants to change how they work.
Client onboarding automation
When a new engagement is confirmed, onboarding tasks trigger automatically: document requests go out, access is provisioned, kickoff scheduling is initiated, and the internal team is notified. No checklist, no manual chase.
Client workflow and deliverable tracking
A structured system for managing active engagements — deliverable status, key dates, owner assignment, and client-facing milestones — visible to the whole team without digging through inboxes.
Internal reporting pipelines
Utilisation, project progress, and billing status reports generate from live data on whatever schedule you need. Management has the current picture automatically, not after a manual build.
A worked example
What this looks like for a firm starting two engagements a month
Partners selling, consultants delivering, and the same onboarding checklist run by hand every time an engagement is confirmed. The first automation is almost always that checklist.
A typical build for this sector, not a specific client engagement.
Automate engagement setup
A confirmed engagement creates the folder structure, sends the document requests, provisions access, and books the kickoff. Forty minutes of partner time per client becomes a form submission.
Track deliverables where the work happens
Deliverables, owners, and client-facing dates live in one place the team already opens daily. A status question gets answered by looking.
Generate the recurring reports
Utilisation, engagement progress, and billing status assemble themselves on whatever cycle the firm runs. The report exists on Monday morning without anyone having built it on Friday.
The firm recovers senior hours that were going into administration around the work. Utilisation reporting also gets less flattering, because it now reads from the same data as the invoice.
Common questions
Questions we get from this sector
Do we have to change how we track time?
Does automation touch client data?
What happens when a partner has to approve something?
Our methodology changes. Will this need rebuilding?
Get started
Ready to talk about your consulting firms project?
Book a free 30-minute call. We will map your workflows and tell you exactly what to build — and what the realistic impact looks like.