AI Assistant for Consultants

The billable work isn't what burns you out. It's everything around it: the reschedules, the "just circling back" emails, the prep before a strategy call, the status update buried in a client's Slack. An AI assistant for consultants takes that layer off your plate. Arlo handles client comms, scheduling, follow-ups, research, and first-draft deliverables across iMessage and SMS, Slack, Microsoft Teams, and live phone calls, and nothing leaves without your sign-off.

If you run a solo practice or a small firm, you already know the bottleneck isn't how hard you work. It's how thin your attention gets spread across clients, channels, and deadlines. Arlo lives inside the tools you already use, so the coordination stops piling onto you.

One assistant across every client channel

Clients reach you however they want. One texts your cell. One only talks in their company Slack. Another's whole team is on Teams. A prospect calls while you're in a meeting. Normally you're the glue holding all that context together. Arlo is a single assistant across iMessage and SMS, Slack, Teams, and phone, so the glue isn't you anymore.

• A client texts "can we move Thursday?" and Arlo checks your calendar, proposes times, and confirms.
• A client Slack thread needs a status reply, so Arlo drafts one for you to approve.
• A call comes in while you're heads-down. Arlo can pick it up, capture the ask, and brief you after.

It's the same one-colleague model behind our AI assistant for founders: one memory, every surface.

Memory of each client's context

Running ten engagements at once means keeping ten mental models from bleeding into each other. That's the part that quietly eats your week. Arlo holds persistent memory per client: scope, the people who matter, decisions made, deadlines, and where each thread actually stands. Every morning it sends a briefing of what moved overnight across all of them.

So when a client says "the migration plan we discussed," Arlo already knows the engagement, the document, and what you last agreed to. You're not re-briefing it or scrolling back through three weeks of messages before you reply.

Client comms, scheduling, and follow-ups

Logistics is most of the overhead in this job, and it's the easiest thing to drop. Arlo runs the loops that keep slipping:

• Scheduling. Proposes and confirms times against your calendar, reschedules around conflicts, sends the reminders.
• Follow-ups. Drafts the recap after a call, chases open items, nudges a client on a pending decision before it goes cold.
• Intake. Turns a request that came in over text or a call into a tracked task instead of a message you'll forget by Friday.

Arlo connects to Gmail, Notion, Linear, GitHub, and 3,000+ other tools, so the follow-through actually lands in the systems you run your practice on.

Research, prep, and drafting deliverables

The prep that eats your mornings is exactly the part Arlo is good at. Have it research a client's market before a strategy session, pull recent moves from a competitor, or assemble the background for a proposal. It'll draft the meeting notes, the summary, the first pass at a deliverable. You start from an editable draft instead of a blank page.

Some client tools have no API. The legacy portals, the homegrown dashboards, the thing their ops team built in 2014. Arlo can log into those once in a secure browser session and read or update them the way a person would.

Governed sends keep client trust intact

Consulting runs on trust, and one wrong message to the wrong client costs more than it saves. So nothing goes out unreviewed. Governance is on by default:

Action	What happens
Draft a client email	Waits for your approval before sending
Update a client's tool	Routed through policy, held for a reviewer you choose
Make a call or send a text	You approve before it reaches the client
Every tool call and source	Kept in a full audit trace

You're still the name on every message. Arlo does the work and you sign off. Arlo runs on prepaid credits — 400 credits per $1, starting at $50, good for 12 months; admin policy, roles, SSO, and audit export are available on request for firms that need them.

How it compares to doing it manually

Task	Manual	With Arlo
Cross-channel client comms	You context-switch all day	One assistant, one memory
Tracking each client's status	Spreadsheets and memory	Persistent context plus a morning briefing
Follow-ups after calls	Often slip	Drafted and chased for you
Research and prep	Hours per engagement	Pulled together on request
Sends and updates	Manual, every time	Drafted, you approve

There's related setups for founders, sales, and realtors, plus the glossary and resources if you want to go deeper.

Running several clients under one roof rather than solo? The multi-client version — per-client context, governed access, and a separate audit trail per account — is AI assistant for agencies.

Frequently asked questions

What does an AI assistant do for a consultant? It runs client communication, scheduling, follow-ups, research, and deliverable drafting across iMessage and SMS, Slack, Microsoft Teams, and phone calls — remembering each client's context, handling time-sensitive coordination, keeping client tools current, and routing every send through your approval first.

How does it keep each client's context straight? It holds persistent memory per engagement, so it knows the account, the deadline, and what you agreed last month without being re-briefed. Work stays scoped to the client it belongs to.

Will it email my clients directly? Only after you approve. Arlo drafts the message and holds it for you — nothing client-facing sends on its own. That's what makes it safe to point at real client comms; see approval before sending.

Can it work in whatever channel each client uses? Largely, yes. Arlo covers iMessage and SMS, Slack, Microsoft Teams, and live phone calls, with one memory across all of them — so a thread that starts as a text can finish on a call without re-explaining.

Can it help with research and deliverables, not just admin? Yes — sourced research, call prep, and first drafts of deliverables. Read-only work like research and drafting runs without an approval gate, so it isn't slowed down by review.

Is it worth it for a solo consultant? $50 of credits is the smallest amount Arlo sells and it lasts most solo practices months, so the honest test is cheap. It earns its keep when the coordination load — scheduling, follow-ups, keeping client tools current — starts eating the hours you'd rather bill.

Try Arlo

Run your whole client roster through one governed AI colleague that remembers every engagement and works where your clients already are. Get started.