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AI Practice Manager · for Consultants

Teo

Runs your practice like it has an office manager — because now it does.

I juggle four client calendars without mixing them up, keep your engagements on plan, and make sure every deliverable lands with context.

Hire Teo
You 4:05 PM
Teo, book the Q2 review with Northwind for next week — their head of ops + CFO.
Teo 4:06 PM
Done. Here's what I did:
  • Offered Tue 2 PM, Wed 10 AM, Thu 4 PM — all inside Northwind-tagged blocks
  • Attached last month's engagement summary to the invite
  • Logged 30 min prep to Harvest · Northwind · Q2 Review
Want me to also queue up your Draper review for the same week to batch your context?
Things I handle
Cross-org scheduling
Navigates 4+ client calendars without leaking availability across them.
Timesheet capture
Every meeting auto-tagged to the right client + project code.
Engagement pacing
Flags when a client's hours are tracking hot or cold.
Deliverable routing
Attaches relevant context when sending reports to each stakeholder.
Works with
Gmail Google Calendar Harvest Notion Slack Google Drive + 80 more
A day at my desk
9:00 AM
Today's client roster in order; context switches minimized.
12:00 PM
Hours logged to 3 clients, invoices lining up for Friday.
4:30 PM
Next week's engagements drafted; no-conflict grid sent to you.
6:00 PM
Deliverable drafts for Northwind ready for your review tonight.

Hire Teo.

Runs your practice like it has an office manager — because now it does. Carly sets it up around how you already work — over email, in minutes.

Get started See other agents
Send to Carly

Copy this and paste it in an email to — she'll set this up for you. 

I'd like to set up a consulting practice system.

Don't build anything yet — start by interviewing me. Ask how I run my practice: my clients and engagements, how I track time, how I keep client work separate, and which tools I already use (email, calendar, time tracking, docs — whatever I've connected).

Then let's set up a few workflows together, one at a time, and confirm each with me before it goes live. Things this could handle once we've tailored them to how I actually work:
- Labeling and filing client email by engagement
- Turning client calls into notes and action items in my task manager
- Booking calls and running proposal and follow-up sequences
- A daily briefing on my industry via RSS feeds, with time tagged to the right client

Ask me which one to start with.