Industry: consultancies and professional services

BiVelio for consultancies and professional services

Automate your consultancy operations with visual workflows, AI agents and centralized document management. Less manual work, more time for your clients.

Operational challenges for consultancies

Manual processes, scattered documentation and project tracking that consumes more time than it should.

Repetitive manual processes

Quotes, proposals, reports and follow-ups done by hand, one by one, consuming hours of senior consultants who should be with the client.

Scattered and uncontrolled documentation

Client documents across emails, local folders, shared drives and chats. No single version, no traceability and no efficient search.

Project tracking without visibility

Not knowing what phase each project is in, which tasks are pending, who is responsible and whether deadlines committed to the client are being met.

How BiVelio solves each challenge

A platform that centralizes operations, automates the repetitive and gives full visibility over every project and client.

Workflows that automate your operations

Design processes for proposals, client onboarding, project delivery and billing. Each step executes automatically with conditions and approvals.

AI agents for support tasks

Automatic email classification, report draft generation, document data extraction and automatic responses to frequent queries.

Real-time project dashboard

Visualize each project's status, hours spent, milestones met, SLA and profitability per client. All updated automatically.

How it works for consultancies

From manual operations to automated consultancy in 4 steps

Centralize your clients and projects

Integrated CRM with records per client. Each project has its profile with documents, tasks, communications and full history.

Design your key processes

Create workflows for commercial proposals, onboarding, project delivery and billing. Conditions, approvals and automatic notifications.

Activate AI agents

Assign agents to classify emails, extract contract data, generate report drafts and automatically respond to client queries.

Monitor and optimize

Dashboards with performance metrics per project, team and client. Detect bottlenecks and optimize resource allocation.

Key features for consultancies

Functionalities designed for the daily operations of professional services firms.

Project delivery workflows

From kickoff to close: assigned tasks, dated milestones, client approvals and billing on completion. All automatic.

Centralized document management

Each document linked to its client and project. Smart search, automatic versioning and permission-controlled access.

CRM with client records

Single client profile with project history, proposals, contracts, invoices and communications. Without switching tools.

Project-linked billing

Generate invoices automatically on milestone completion. Payment tracking, reminders and reconciliation with received payments.

Automate your consultancy operations

14-day free trial with full access. Set up your first workflows and see the impact from day one.

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