Top 10 AI Tools for Consultants to Streamline Onboarding, Proposals & Productivity

In 2025, consultants can no longer afford to ignore AI. In fact, those who rely on old processes risk falling behind in a market that demands speed, personalization, and efficiency. Indeed, as manual onboarding eats away at billable hours, slow proposal drafting stalls client acquisition, and research overload drains focus from strategic work. 

In this article, we’ll highlight the top 10 AI tools designed specifically to solve these challenges. This article is geared to help consultants improve client onboarding, boost productivity, automate repetitive tasks, and speeds up proposal creation. 

If you’re ready to improve efficiency and scale your practice more easily, this guide will show you where to start.

Before You Choose: Key Takeaways

• AI tools help consultants and agencies eliminate pain points. For example, they can eliminate manual onboarding, slow proposal creation, and administrative bloat through automation and streamlining workflows.
• Knack, Olive, Jasper AI, Qwilr, Fathom, Taplio, Henchman, Clockwise, AlphaSense, and DocuSign AI are the top 10 AI-driven solutions currently available to consultants and agencies.
• Among these platforms, Knack stands out as the preferred choice for many. Notably, it combines ease of use, unparalleled flexibility, and a comprehensive feature set that consolidates multiple workflows into a single all-in-one platform.

Comparison Table: Top 10 AI Tools for Consultants

Tool	Best For	Key Features	Free Plan	AI Functionality
Knack	Client onboarding & workflows	No-code apps, secure portals, automation	✓	AI workflow generation
Olive	Client discovery	Intake automation, requirement capture	✕	NLP, predictive AI
Jasper AI	Content creation	AI copywriting, tone control	✓	GPT-based content AI
Qwilr	Proposal creation	Dynamic docs, e-signatures	✓	Proposal auto-fill
Fathom	Meeting summaries	AI summaries, CRM sync	✓	Meeting transcript AI
Taplio	LinkedIn optimization	Post scheduling, analytics	✓	AI-powered suggestions
Henchman	Legal consulting	Contract clause detection	✕	Contract analysis AI
Clockwise	Productivity	Calendar AI, meeting optimization	✓	Smart scheduling
AlphaSense	Vendor research	Market insights, trend monitoring	✓	Semantic search
DocuSign AI	Contract workflows	Clause detection, AI analysis	✓	Smart contract AI

1. Knack: All-in-One AI Platform for Consultants

Knack is a no-code platform that enables businesses to build custom databases, workflows, and client-facing applications without technical expertise. For consultants, agencies, and small businesses, it serves as an all-in-one solution to create client portals, streamline approvals, and centralize project data while maintaining security and compliance.

Key Features

• No-code workflow builder with automation triggers: Build and customize workflows without coding. As well, you can automate repetitive tasks to save time.
• Secure client portals and dynamic forms: Provide clients with branded, secure access points and collect data through customizable, interactive forms.
• Role-based access with HIPAA and PCI compliance: Protect sensitive data with advanced security, ensuring compliance with industry standards like HIPAA and PCI.
• AI-assisted logic flows for onboarding and approvals: Streamline decision-making and reduce errors by automating onboarding steps and approval processes with AI-driven logic.

Pros

• Highly customizable: Tailor workflows, databases, and client portals to fit unique consulting or agency needs without coding.
• Secure: Protect sensitive client information with robust security features and compliance standards.
• Replaces multiple tools: Consolidate onboarding, data management, and workflow automation into one centralized platform.

Cons

• Learning curve for complex builds: More advanced customizations may require extra time to master during initial setup.

Pricing

• Free trial available
• Paid plans start at $39 per month

2. Olive: AI for Client Onboarding

Olive acts as a purpose-built software that automates the early stages of consulting projects by using AI to collect client data, streamline discovery, and minimize manual input. Whether for boutique firms needing faster project kickoffs or enterprise consultants managing complex stakeholder requirements, Olive helps reduce time-intensive admin work and accelerates project alignment.

Key Features

• Intake automation: Simplify the onboarding process by automatically gathering client details and project context.
• Requirement capture: Use AI-driven workflows to collect, organize, and validate client requirements with greater accuracy.
• Discovery streamlining: Accelerate early project phases by reducing manual input and structuring insights into actionable next steps.

Pros

• Accelerates discovery: Speeds up the early phases of consulting projects by automating data collection and requirement gathering.
• Reduces manual input: Minimizes repetitive administrative work, allowing consultants to focus on strategy and client engagement.
• Improves accuracy: AI-driven workflows help capture and organize requirements with fewer errors and oversights.

Cons

• Limited to early project stages: Its core strengths are in discovery and intake, so it may not support later project execution needs.
• Integration needs: Firms relying on multiple existing tools may find they need extra effort to connect Olive seamlessly into their stack.

Pricing

• Free demo available
• Paid plans start at $6,000 for 6 months of access

3. Qwilr: AI-Powered Proposal Software

Qwilr is an AI proposal software that helps consultants create polished proposals in minutes. With reusable templates, dynamic content blocks, and built-in analytics, it saves time while ensuring every proposal is professional, personalized, and data-driven.

Key Features

• Dynamic docs: Creates interactive, web-based proposals that adapt content for each client and look more engaging than static PDFs.
• E-signatures: Streamline approvals by enabling clients to sign proposals instantly within the document.
• Content library: Save time with reusable templates and pre-built content blocks that keep proposals consistent and on-brand.

Pros

• Professional presentation: Enhances brand perception with highly visual and interactive proposals that impress clients.
• Collaboration-friendly: Allows teams to work together in real time. It also ensures proposals are accurate and up-to-date.
• Analytics insights: Track client engagement with proposals to understand which sections capture attention and drive decisions.

Cons

• Subscription cost: Pricing may be high for smaller firms or solo consultants on a tight budget.
• Limited offline access: Proposals are web-based, making it difficult to work or present without an internet connection.

Pricing

• Free trial available
• Paid plans start at $35 per user per month

4. Fathom: Smart Meeting Transcripts & Summaries

Fathom serves as an AI-powered tool that turns Zoom meetings into actionable notes, automatically summarizing discussions to save time and improve follow-up accuracy. For consultants juggling multiple client calls, it captures key insights, integrates with CRMs, and ensures no critical detail is missed, making post-meeting workflows seamless and efficient.

Key Features

• AI summaries: Automatically generate concise, accurate summaries of Zoom meetings, highlighting key decisions and action items.
• CRM sync: Seamlessly integrate meeting notes with CRM systems to keep client records up-to-date and accessible.
• Timestamped highlights: Capture important moments during calls with time-stamped markers for easy reference and follow-up.

Pros

• Time-saving: Reduces the need for manual note-taking, freeing consultants to focus on client engagement during calls.
• Improves follow-up accuracy: Ensures all action items and decisions are captured. This minimizes communication issues with clients.
• Supports multi-call workflows: Helps consultants manage insights across several client meetings without losing context.

Cons

• Dependence on Zoom: Primarily designed for Zoom, it limits usefulness for meetings held on other platforms.
• AI summary limitations: Occasionally, nuanced discussions may not be perfectly captured or prioritized in summaries.

Pricing

• Free forever plan available
• Paid packages start at $16 per user per month

5. AlphaSense: Fast Vendor Research with AI

AlphaSense is an AI-powered research platform that helps consultants quickly perform competitor and vendor analysis using semantic search and curated insights. By streamlining due diligence and solution comparisons, it saves time during proposal preparation and RFP evaluations. This enables consultants to make data-driven recommendations faster.

Key Features

• Market insights: Access AI-curated reports and data to quickly understand industry landscapes and competitor positioning.
• Trend monitoring: Track emerging market trends and shifts to stay ahead of competitors and identify opportunities.
• Semantic search: Uses advanced AI-driven search to find relevant information across documents and transcripts and provides accurate reports.

Pros

• Time-efficient research: Speeds up data collection and analysis, reducing hours spent manually sifting through reports and documents.
• Enhanced decision-making: Provides actionable insights that help consultants make informed recommendations for clients.
• Supports proposal prep: Facilitates quick competitor and vendor comparisons. It also improves the quality and speed of RFP responses.

Cons

• Complex interface: Some users may find the platform’s tools and navigation overwhelming at first.
• Limited coverage for niche markets: May not have comprehensive data for highly specialized industries or emerging sectors.

Pricing

• Free trial available
• You’ll need to reach out to AlphaSense directly for a custom quote based on your unique needs

6. Jasper AI: Content Creation for Thought Leadership

Jasper acts as an AI-driven writing assistant that helps consultants build authority by rapidly creating LinkedIn posts, whitepapers, and email sequences. With features like tone selection, voice customization, and AI-assisted editing, it serves as one of the leading productivity tools for consultants to consistently produce high-quality, on-brand content.

Key Features

• AI copywriting: Generate high-quality content quickly for posts, emails, or long-form documents, reducing the time spent writing from scratch.
• Tone control: Adjust the style and tone of your content to match your brand voice or target audience.
• Voice customization: Tailor content to reflect your unique professional voice, ensuring consistency across all client communications.

Pros

• Speeds content production: Helps consultants maintain a consistent publishing schedule without sacrificing quality.
• Versatile content formats: Supports a wide range of content types, from social media posts to long-form reports and newsletters.
• Collaboration-friendly: Enables teams to work together on content, streamlining review and approval workflows.

Cons

• Occasional content inaccuracies: AI-generated content may require fact-checking to ensure accuracy and relevance.
• Learning curve: New users may need time to fully leverage advanced features and achieve optimal output.

Pricing

• Free trial available
• Paid plans start at $59 per user per month

7. Henchman: AI Contract Review for Legal Consultants

Henchman is an AI-based platform designed to help legal consultants and generalists efficiently manage contracts by identifying risks, extracting key clauses, and streamlining reviews. Whether processing NDAs, validating SOWs, or reviewing other agreements, it accelerates contract analysis while reducing manual errors and oversight.

Key Features

• Contract clause detection: Automatically identifies and extracts important clauses from contracts, saving time on manual review.
• Risk analysis: Highlights potential legal or compliance risks within agreements to support informed decision-making.
• Review automation: Streamlines the contract review process by prioritizing critical sections and suggesting next steps for faster turnaround.

Pros

• Time-saving: Reduces hours spent manually reviewing contracts, allowing legal consultants to focus on higher-value tasks.
• Improves accuracy: Minimizes the risk of overlooking critical clauses or potential liabilities in agreements.
• Supports compliance: Helps ensure contracts meet legal and regulatory standards, reducing organizational risk.

Cons

• Limited to contract-focused tasks: Not designed for broader legal research or case management outside of contracts.
• Subscription cost: Pricing may be a barrier for solo consultants or small firms with limited budgets.

Pricing

• You’ll need to reach out to the company directly for a personalized quote based on your unique needs 

8. Clockwise: AI for Time & Calendar Optimization

Clockwise serves as an intelligent scheduling tool that enhances consultant productivity by optimizing calendars to reduce conflicts and wasted time. With smart scheduling, team sync, and meeting prioritization, its AI eliminates “calendar clutter,” ensuring consultants focus on high-value work without constant manual adjustments.

Key Features

• Calendar AI: Automatically analyzes and organizes your calendar to maximize focus time and reduce scheduling conflicts.
• Meeting optimization: Suggests the best times for meetings and adjusts durations to minimize disruption and improve efficiency.
• Team sync: Coordinates schedules across team members, ensuring collaborative availability while protecting individual focus blocks.

Pros

• Boosts productivity: Frees up time for meaningful work by minimizing calendar gaps and unnecessary meetings.
• Reduces scheduling stress: Automatically handles rescheduling and prioritization, easing the mental load of managing multiple commitments.
• Supports hybrid teams: Ensures smooth coordination across remote and in-office team members for better collaboration.

Cons

• Dependence on calendar platform: Primarily integrates with major calendar tools, limiting flexibility for alternative scheduling systems.
• Limited control over automated changes: Some users may feel uneasy with AI automatically shifting meetings or focus blocks.

Pricing

• Free Forever plan available
• Paid plans start at $6.75 per user per month

9. Taplio: Build a Personal Brand on LinkedIn

Taplio AI acts as a LinkedIn-focused platform that helps consultants plan and schedule posts to generate leads and build professional credibility. With features like post inspiration, audience targeting, and engagement tracking, it enables consultants to consistently create useful content that drives meaningful interactions.

Key Features

• Post scheduling: Plan and automate LinkedIn posts to maintain a consistent publishing cadence without manual effort.
• Analytics: Track engagement metrics and audience interactions to measure the performance of each post and refine strategy.
• Content inspiration: Access AI-generated ideas and prompts to create relevant, quality posts that connect with your target audience.

Pros

• Lead generation support: Helps consultants attract and engage potential clients through consistent, targeted LinkedIn content.
• Builds professional credibility: Strengthens personal and firm authority by showing expertise and thought leadership online.
• Time-efficient: Reduces the effort needed to come up with ideas, create, and post content manually.

Cons

• Platform-specific: Primarily focused on LinkedIn. Usefulness is limited for consultants who are active on other social networks.
• Learning curve when it comes to strategy. Users may need time to interpret analytics and adjust content approaches effectively.

Pricing

• Some free tools are available
• Paid plans start at $39 per month

10. DocuSign AI: Contract Automation & Risk Detection

DocuSign is a leading e-signature platform that uses AI to go beyond signatures by automating redlines, surfacing potential risks, and streamlining contract reviews. For consultants, it speeds up the proposal-to-contract transition, and ensures agreements are accurate, compliant, and executed faster with minimal manual effort.

Key Features

• Clause detection: Automatically identifies and extracts key clauses from contracts, making review faster and more accurate.
• AI analysis: Uses artificial intelligence to surface risks, suggest edits, and highlight important changes within agreements.
• Automated redlines: Streamlines contract negotiation by generating suggested edits and tracking changes efficiently.

Pros

• Widely recognized and trusted: Offers standard electronic signature solutions that clients and partners readily accept.
• Improves turnaround time: Speeds up contract execution by eliminating paper workflows and manual signatures.
• Integration-friendly: Easily connects with popular CRMs, document management systems, and productivity tools.

Cons

• Limited offline functionality: E-signature and AI features are largely cloud-based; requires internet access for full use.
• Customization limits: Some complex contract templates or workflows may require manual adjustments beyond the platform’s automated capabilities.

Pricing

• Free trial available
• Paid plans start at $10 per month

Why Knack Wins: 5 Key Advantages for Consultants

Every solution on this list offers valuable support for agencies and consultants. However, many users favor Knack for its winning combination of ease of use, flexibility, and comprehensive feature set. Acting as an all-in-one platform, it replaces multiple tools by consolidating client onboarding, workflow automation, and data management in a single solution.

Just a few of the many reasons why users love Knack include:

• No-code customization: Allows agencies and consultants to build and modify workflows, databases, and applications without any coding expertise.
• Client portal features: Provides secure, branded portals for clients to submit information, track progress, and interact seamlessly with your team.
• AI automation: Streamlines repetitive tasks such as onboarding, approvals, and data processing to save time and reduce errors.
• Secure compliance: Ensures sensitive client data is protected with role-based access controls and adherence to HIPAA, PCI, and other regulatory standards.
• All-in-one solution: Consolidates multiple tools—workflow management, data collection, and client communications—into a single, centralized platform.
• Scalable for growth: Easily adapts to increasing client volumes and expanding project complexity without requiring additional software or technical resources.

Start building smarter workflows with Knack today!

Final Thoughts + Try Knack Free

In today’s fast-paced consulting landscape, AI is transforming the way firms operate by streamlining workflows, accelerating client onboarding, and enhancing engagement. The 10 tools highlighted in this guide each offer powerful capabilities to boost productivity, simplify processes, and support smarter decision-making, making them worth exploring for any modern consulting practice. 

Among these solutions, Knack stands out for its unrivaled ease of use, flexibility, and robust feature set, serving as an all-in-one solution that consolidates multiple tools and empowers agencies and consultants to work more efficiently and effectively than ever before.

Start your free trial of Knack today!

Frequently Asked Questions (FAQs)

What is the best AI tool for client onboarding?

It depends on your needs. Tools like Olive are great for automating intake forms and discovery workflows. However, Knack stands out if you want to fully customize your client onboarding experience without writing code. With Knack, you can build secure portals, intake automations, and logic flows tailored to your process.

Can AI tools really improve consulting productivity?

Yes, especially for solo consultants or small teams. AI tools like Clockwise and Fathom help automate time management and meeting follow-ups. Others, like Knack, enable end-to-end workflow automation. Hence, they reduce manual tasks so consultants can focus on higher-value client work.

Which AI tools help consultants write proposals faster?

Qwilr and DocuSign AI are excellent for speeding up proposal creation and contract workflows. They provide AI-generated suggestions, reusable templates, and even risk detection. And for consultants needing more control, Knack can also automate proposal approval flows using custom no-code logic.