The agent toolkit for multiplayer collaboration in Professional Services & Consulting
Everything Professional Services & Consulting teams run on, connected for multiplayer collaboration with Claude Code, Codex, and AI teammates. The deliverable-and-billing backbone of a services business: engagement/resource/time tracking, client documents and e-sign, light CRM, accounting/invoicing, and a knowledge base for IP.
Integrations the Professional Services & Consulting stack runs on
Connect the apps your team already uses and put Claude Code, Codex, and AI teammates to work across them, with governed access and human review.
Collaborative customer onboarding and implementation platform for professional services teams.
Wrike is a project management and collaboration tool offering customizable workflows, Gantt charts, reporting, and resource management to boost team productivity
Manage Asana tasks, projects, and team workflows — Type can pull task lists and surface deadlines into channels.
A Modern and Smart Resource Management, Planning & Scheduling tool with Time Sheets and Powerful Reporting. Ideal for Managing Global Teams of Resources.
Toggl is a time tracking application that helps users monitor and manage their work hours efficiently.
ClockifyClockify is a free time tracking software that allows individuals and teams to track work hours across projects.
Everhour is a time tracking and expense management software equipped with budgeting, forward resource planning, expense tracking, dashboards, and reports.
PandaDoc offers document creation, e-signatures, and workflow automation, helping sales teams and businesses streamline proposals, contracts, and agreement processes
DocuSign provides eSignature and digital agreement solutions, enabling businesses to send, sign, track, and manage documents electronically
Better Proposals is a web-based proposal creation tool that enables users to send professionally designed proposals.
Bidsketch is a proposal software that helps businesses create professional proposals quickly and efficiently.
Proposal software that both you and your clients will love. Stop fighting with Word, InDesign and PDF's. Create beautiful proposals in less time, every time with Nusii.
Carbone is a fast and simple report generator that converts JSON data into various document formats such as PDF, DOCX, XLSX, ODT, and more, using templates.
Docmosis generates PDF and Word documents from templates, letting developers merge data fields to produce reports, invoices, or letters quickly
Pipedrive is a sales management tool built around pipeline visualization, lead tracking, activity reminders, and automation to keep deals progressing
Capsule CRM is a simple yet powerful CRM platform designed to help businesses manage customer relationships, sales pipelines, and tasks efficiently.
folk is a next-generation CRM designed for teams to manage and nurture their relationships efficiently.
Quickbooks is a cloud-based accounting software that helps you manage your finances, track your income and expenses, and get insights into your business
Xero is a cloud-based accounting software for small businesses, providing invoicing, bank reconciliation, bookkeeping, and financial reporting in real time
FreshBooks is a cloud-based accounting software service designed for small and medium-sized businesses, offering features like invoicing, expense tracking, and time management.
Zoho Invoice simplifies billing, recurring payments, and expense management, helping freelancers and small businesses send professional invoices
A tool for team collaboration and knowledge management.
Connect Granola for AI meeting notes — agents can pull transcripts, summaries, and action items into Type.
Search meeting notes, transcripts, and summaries from Fireflies.ai — give agents access to recent conversations.
Skills your AI teammates run on the Professional Services & Consulting stack
Pre-built skills that turn Professional Services & Consulting tools into agent workflows your team can run and review.
Generates client statements of work and proposals in PandaDoc or Better Proposals from a scoping brief, pulling rate cards and reusable clauses from your Confluence knowledge base.
Queries Toggl, Clockify, or Harvest time entries to compute per-consultant billable utilization, budget burn vs. SOW, and overruns across active engagements.
Cross-checks logged hours against QuickBooks, Xero, or FreshBooks invoices to flag unbilled time, draft monthly invoices, and surface AR aging by client.
Assembles a one-page status brief for any Rocketlane or Wrike project by combining milestones, open tasks, time spent, and recent client notes from HubSpot.
Reads Toggl entries and Harvest forecasts to surface upcoming bench time by seniority and recommends resource shifts or staffing changes for active engagements.
Pulls milestone completion, budget-to-actual hours, and client sentiment from Wrike and Everhour to score each engagement on trajectory, satisfaction, and profitability.
Automations that fire across your Professional Services & Consulting tools
Put agents on a schedule or trigger them from events across the Professional Services & Consulting stack, with humans in the loop.
Posts a per-consultant billable-utilization and budget-burn summary pulled from Toggl and Rocketlane to the practice channel.
When a PandaDoc or DocuSign proposal is signed, kicks off project setup in Rocketlane and alerts the delivery lead to staff the engagement.
Scans QuickBooks and Xero for invoices past their due date and drafts reminder emails plus an AR-aging summary for the finance channel.
Watches Wrike and Everhour for any engagement that crosses 80% of its SOW hours and pings the engagement manager before it overruns.
Compiles project status, hours remaining, and next milestone from Rocketlane into a templated monthly pulse-check email for the engagement manager to send.