Generate Demand
Marketing, outreach, and a website studio tied to your social presence , with a booking page for every consultant.
CONSULTING & PROFESSIONAL SERVICES
The whole engagement, end to end.
One operating system for boutique consulting firms and expert-driven teams , connect pipeline, delivery, and institutional knowledge in a governed platform. Then scale without scaling headcount.
THE REALITY
Talent was always the strength.
- Capacity-constrained but still hands-on , margin pressure as demand grows.
- Proposals, decks, and deliverables rebuilt from scratch or copy-pasted from ChatGPT.
- Institutional knowledge lives in decks, docs, and tribal memory.
- Five disconnected tools for pipeline, delivery, billing, and clients , data falling between the cracks.
- Clients ask about your AI; you need to show it without risking credibility.
THE PLATFORM, MAPPED TO YOUR WORK
One workflow, not five tools.
Win the Work
CRM & business development, proposals & SOWs, engagement pricing , branded pitch decks on demand.
Deliver
Engagements & project management with RAID logs, secure data rooms, and a branded client portal.
Bill & Realize
Time capture to invoice with WIP, dunning, and live realization & margin by engagement, client, and grade.
Grow
Expansion pipeline, NPS & renewals , the morning brief tells you which relationships need a call today.
Firm Brain
Ask-anything search across all client work , client-ready deliverables in minutes, with your knowledge behind every answer.
RELEVANT SKILL FAMILIES
- Client Comms & Reporting (20 skills)
- Document Intelligence (23)
- Markets & Data (22)
- Compliance & KYC (29)
PROOF
Consulting firms, amplified.
TRAINING · CONSULTING FIRM
7×
growth while protecting margin
From 3 to 20 employees in under two years , the team trained on AI-assisted email management, project workflows, and client delivery as headcount grew.
Read the case study →CASE STUDY · LOGISTICS PORTCO
20+
work packages built from the ground up
A custom platform plus five live AI workflows , prospecting, outreach, SEO, PR, and reputation monitoring , scaling operations at constant headcount.
Read the case study →Syntari supports research and financial analysis. The investment team makes every investment decision.