AI for Consultants

AI for Consultants: data analysis, reports, client communication and project tracking.

approx. 70% · Less note-taking

Conversations are transcribed and structured into a summary.

approx. 5 hrs · Freed up for clients weekly

The time saved adds up across the working week.

approx. 24 hrs · To the meeting record

The draft is ready right after the meeting.

Every · follow-up point is recorded

Every agreed next step is created as a task.

All figures are model calculations based on the stated assumptions and are not measured customer data. The full calculation is under “Why?” in each case.

How an AI Chatbot Supports Management Consulting and Strategy Consulting

In consulting, good consulting software decides how many projects a team can handle. An AI chatbot from Yura works as your digital AI assistant and complements the programs you already use. With the AI Mail Assistant you summarize long market research emails quickly, and with the Hands-Free Hub consultants record meeting notes by voice.

On top of that come analyses in real time and automated client communication via WhatsApp.

Consulting Use Cases

Summarizing Projects

Well prepared for every meeting

Summarizes the status, key figures and next steps of a project before the meeting.

Planning Appointments

Appointments without overlaps

Coordinates the availability of clients and team and plans appointments according to project priorities.

Distributing the Inbox

Inquiries with the right team

Classifies incoming messages from clients and partners and forwards them to analysis, strategy or project management.

Creating Reports

Summaries as drafts

Turns your analyses into a summary for management that you review and adjust.

Tracking Projects

Deadlines in view

Keeps deliverables, milestones and deadlines in view and reports possible delays.

AI in Management Consulting & Strategy Consulting

Software for Consultants: Hand Off Routine, Strengthen Advice

Good consulting needs time for the client. With Yura in your existing consulting software, you automate meeting preparation and report drafting. Your AI chatbot handles the first coordination with prospects and arranges appointments via Google Calendar.

With the Task Magnet, key insights from consulting sessions become tasks right away, so nothing from a conversation gets lost.

More Time for Clients with AI Assistants

In strategy consulting, routine takes a lot of time. With our consulting software and the Smart Strategist module, you organize your working day and gain time for the actual work with the client. An AI chatbot summarizes industry data and prepares it in an understandable way.

Your personal AI assistant keeps you up to date on the status of all projects, and Strategic Send makes sure your messages arrive at the right time.

How Yura makes consulting easier

Support throughout the consulting project, from inquiry to result

• Client Research The AI summarizes information on your client's industry, competitors and market trends as a basis for your recommendations
• Report Generation Automatic drafts for reports, presentations and strategic documents
• Data Analysis Evaluate data to recognize patterns and derive concrete recommendations
• Stakeholder Communication Record client communication, meeting notes and next steps automatically
• Project Tracking Keep deliverables, milestones and client satisfaction in view throughout the project
• Knowledge Management Build and maintain a searchable knowledge base with proven approaches and case studies

For Solo Consultants and Large Firms

Whether you are looking for software for consultants as a solo practitioner or work in a large firm (see our solutions for lawyers), Yura adapts to the way you work. An AI chatbot takes administrative tasks off your hands so you can concentrate on your clients. Learn more about our consulting software and the Todo Creator on our homepage.

Questions about AI in Consulting

Answers to what gets asked most. Something else on your mind?

How does AI support a modern management consulting firm?

AI takes over time-consuming tasks such as research, reports and appointment coordination. In management consulting, results are available sooner, and in strategy consulting more time remains for analysis.

Is Yura suitable for a small consulting agency?

Yes. A smaller consulting agency in particular benefits, because it can look after more clients in strategy consulting and in improving processes with the same team.

How does AI help with process optimization within consulting projects?

The AI evaluates existing workflows, recognizes bottlenecks and suggests concrete steps for improvement. In strategy consulting, that helps speed up implementation at the client.

Can reports in strategy consulting be created automatically?

Yes. Yura creates organized drafts for reports from existing data and notes. That saves consultants in management consulting a lot of time on documentation.

How secure is the data of my consulting agency?

All data is transferred encrypted and processed GDPR-compliant on servers in Germany. You can find more about our security standards on the privacy page.

Try Yura in your consultancy

More time for your clients, because notes, reports and appointments run alongside. Contact us for a free consultation.

Free initial consultation · Non-binding · Quick response