Client Qualification Bot
Enquiries, practice routing, discovery
AI chatbot for
Consulting Firms
Clients, Proposals & Knowledge
When consulting firms customers ask about client enquiry qualification, proposal & rfp support, and project status & client updates after hours, someone still needs to reply. NIVA answers from your own info, books the next step, and notifies your team · so warm enquiries do not go cold overnight.
- No usage-based billing
- Live across 25 industries
- White-label ready
10+
Consulting Personas
60%
Admin Time Saved
0
Code Required
Built for
Management ConsultanciesStrategy FirmsTechnology ConsultantsBoutique SpecialistsTransformation Practices
Where consulting firms teams lose money every week
Not a tech problem. Missed replies, repeated FAQs, and overnight drop-off · on the website you already run.
They write while you're busy
A consulting firms enquiry about pricing or availability lands while you're with a customer · and dies in the inbox.
Your team repeats the same answers
Hours go to FAQs on phone and chat. Quotes, visits, and sales wait behind the queue.
Warm leads cool overnight
Night and weekend visitors leave with no next step. By morning they've booked someone who replied.
Work your Consulting Firms team still does by hand
Routine consulting firms questions, bookings, and follow-ups · answered on the website so your people stay on the hard cases.
- 01
Client Enquiry Qualification
Inbound client enquiries are qualified through chat · collecting sector, challenge type, budget range, and timeline. NIVA routes qualified opportunities to the right partner or practice area with a structured brief.
Enquiry Qualification · Practice Routing · Budget Discovery · Timeline
- 02
Proposal & RFP Support
Proposal teams query past engagement case studies, methodology frameworks, and approved pricing benchmarks through chat. NIVA retrieves relevant knowledge base content · cutting proposal preparation time significantly.
Case Studies · Methodology · Pricing Benchmarks · Proposal Research
- 03
Project Status & Client Updates
Clients query project milestone progress, outstanding deliverables, and next steps through chat. NIVA surfaces project status from your PSA system · reducing project manager time on status update calls.
Milestone Progress · Deliverables · Next Steps · PSA Integration
- 04
Knowledge Management & IP Retrieval
Consultants retrieve methodology frameworks, benchmarking data, and precedent deliverables through chat. NIVA indexes your internal knowledge library and surfaces the right content in seconds.
Knowledge Retrieval · Frameworks · Benchmarking · IP Library
- 05
Internal HR & Operations
Consultants query expense policies, utilisation targets, timesheet deadlines, and leave entitlements through chat · reducing HR and operations team call volume on routine internal queries.
Expense Policy · Utilisation · Timesheets · Leave
- 06
Business Development Analytics
Partners query pipeline value, win rates by sector, and proposal-to-engagement conversion through chat. NIVA surfaces CRM data to support BD decisions without manual report extraction.
Pipeline Value · Win Rates · Conversion · BD Analytics
Questions your consulting firms site already gets
Answered from your docs and policies · days, nights, weekends · so your team isn't repeating them.
Can you find case studies for supply chain network redesign projects we've done in the food and beverage sector?
Do you have consultants with S/4HANA migration experience available to start in Q4?
Not another chatbot.
A front desk that works overnight.
Missed enquiries after hours
Every website visitor gets a reply · days, nights, weekends
Your team repeats the same answers
Policies and pricing answered from your docs · consistently
Leads cool off waiting for a call back
Bookings, forms, and next steps happen in the chat
Teams already using NIVA
Ready-made consulting firms helpers
Sales, support, bookings · switch on the roles you need. No writing from scratch.
Proposal Support Bot
Case studies, frameworks, pricing
Project Status Bot
Milestones, deliverables, PSA data
Knowledge Retrieval Bot
Frameworks, IP, benchmarking data
Internal HR Bot
Expenses, utilisation, timesheets, leave
BD Analytics Bot
Pipeline, win rates, conversion
+ 4 more consulting firms roles available
Built around how consulting firms teams work
Practical pieces that save time · not a pile of AI features to configure.
Consulting Knowledge Base
Upload your methodology frameworks, case study library, industry benchmarking data, and approved proposal content. NIVA gives consultants instant access to the firm's collective knowledge.
Client & Engagement Memory
NIVA tracks each client's enquiry history, active engagements, and past interactions · giving client-facing consultants full relationship context instantly.
Enquiry-to-Proposal Flow Automation
Build client qualification and proposal preparation flows in NIVA's guided chat steps. Enquiry captured → qualified → partner briefed → discovery call scheduled, all automated.
CRM & PSA Integration
NIVA integrates with Salesforce, Microsoft Dynamics, Maconomy, and FinancialForce PSA. Client opportunities, engagement data, and billing records sync from your operational systems.
Client Enquiry Qualification Flow
Trigger
Client enquiry received on website
Qualify
Sector, challenge, budget, timeline
Route
Right partner briefed with context
CRM
Opportunity logged, discovery booked
What visitors can actually get done
Beyond FAQs · for consulting firms businesses that sell and support online.
Stop chasing
Work finished in the chat
Collect the right details, book the appointment, and notify your team · without bouncing visitors to another form.
See how it works Capture cleanlyDetails you can act on
When someone is ready, the chat asks for name, dates, budget, or requirements · and lands it in your inbox or CRM.
See how it works Feel humanThe right helper, every time
Sales, support, or bookings · visitors get the specialist answer they need, without choosing menus.
See how it worksTonight's visitors get answers. You set it up once.
No developer on retainer. Most consulting firms teams are answering overnight enquiries the same day they start.
- 01~15 min
Show us where leads slip
Website, WhatsApp, ads · we map the consulting firms questions that cost you money when nobody answers.
- 02Your call
Switch on the right helpers
Sales, support, bookings · pick personas that already speak consulting firms. Turn off what you don't need.
- 03Your docs
Feed it what you already trust
Price lists, FAQs, policies, page links. It only answers from what you approve · nothing made up.
- 04Same day
Go live as your brand
One line on the site you already run. Overnight visitors get replies while your team sleeps.
On your website. Looking like your brand.
Works on the site you already have · WordPress, Webflow, Shopify, or custom. Your logo, your colours, your name. Most owners are live the same week they start.
- No big rebuild of your website
- Changes show up for visitors without a re-launch
- We can add it with you on the demo call if you prefer
- Do I need a developer?
- Helpful if you have one · not required. Many consulting firms teams paste one line or let us place it.
- How fast will I see value?
- Most start capturing overnight enquiries in the first week once knowledge and booking paths are set.
- What if it's not a fit?
- Tell us how you work today. We'll say plainly if a simpler setup or a rival product is better.
Compliance & Security
Built for regulated consulting firms environments.
- GDPR / UK GDPR
- AML / KYC for Regulated Advice
- Bribery Act 2010
- ICAEW / ACCA Standards (Advisory)
- MCA Professional Standards
Common questions
Straight answers before you start.
No. NIVA handles information, qualification, and administrative conversations · not regulated consulting advice. Advice is always delivered by qualified consultants. NIVA's role is to surface the right information and connect clients to the right expert faster.
Still unsure? Send a short note about how you work · we'll reply with a fit recommendation for consulting firms.
Try NIVA free for Consulting Firms
Spin up a consulting firmschatbot on your site this week · or send a short note and we'll tell you honestly if it's a fit.
- Free to start · no credit card required
- Works on the website you already have
- We reply within one business day if you inquire
Prefer to ask first?
Tell us how enquiries come in today. We'll reply with a fit recommendation.
Solutions Focus
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Niva Ecosystem