Technology for consultancies · advisory · professional services

Internal software & AI for consultancies

Turn your knowledge, projects and processes into tools that work with your team.

We design internal software, automations and AI tools adapted to how your consultancy actually works.

  • Clients
  • Proposals
  • Projects
  • Documentation
  • Meetings
  • Knowledge
  • Without forcing you to reshape your business around generic software.
Consulting OSToday

Good morning, Laura

  • Active projects18
  • Open proposals6
  • Upcoming deliverables12
  • Meetings this week47
  • Blocked tasks8
  • Clients waiting3

Meeting

45 min · summary ready

6 decisions · 4 tasks · 2 risks → update project

Email

Client · attachments included

Project detected · 3 files → added

Proposal

ACME · first draft

Scope · team · timeline · pricing · similar cases

Search

Have we done a similar project before?

7 projects found

A consultancy sells knowledge.

But much of that knowledge ends up scattered.

  • Email

    Important decisions buried in endless threads.

  • Documents

    Proposals, reports and deliverables spread across folders.

  • Knowledge

    What one person knows isn’t always available to the team.

  • Meetings

    Hours of conversation that still need to become actions.

  • Repetitive work

    Similar proposals, reports and updates again and again.

  • Disconnected tools

    CRM, Drive, email, Slack/Teams, calendar, Notion and Excel.

Your knowledge should compound. Not start from scratch on every project.

We can connect the tools you already use and build an internal layer designed specifically around your processes.

01 / Custom software

An operating system for your consultancy

A full platform or a focused tool that complements your current stack.

Consulting OS

  • Clients
  • Opportunities
  • Proposals
  • Projects
  • Meetings
  • Documents
  • Knowledge
  • Team
  • Portal
  • AI

02 / Projects

All project — and client — context in a single view

Project 360ºIn progress

Commercial transformation · ACME

Client
ACME Retail
Lead
Laura
Team
4 people
Next deliverable
in 5 days
Risks
2 open
Last meeting
yesterday

Copilot: questions about status, decisions and documentation

Client 360ºACME

ACME · Retail

Projects
3 active
Past
7
Proposals
2 open
Contacts
6

Context, preferences and communication in one place

03 / Knowledge

Before you start from scratch, ask your own firm.

Turn years of projects into reusable knowledge.

New opportunity

Commercial transformation · Retail

“Have we done a similar project before?”

4

Similar projects

2

Proposals · 3 frameworks · 8 relevant deliverables

Knowledge SearchAsk

Ask your consultancy’s knowledge…

“Have we worked with a logistics company in Portugal before?”

Projects · reports · proposals · methodologies · templates · research

04 / Sales

Preparing a proposal no longer has to start with a blank page

  1. 01

    Brief

    Client, need and scope.

  2. 02

    History

    Similar cases and methodologies.

  3. 03

    Draft

    Scope, team, timeline, pricing.

  4. 04

    Review

    The team refines and decides.

  5. 05

    Send

    Proposal ready for the client.

  6. 06

    Project

    From sale to kickoff without rewriting.

Sales CRM

Opportunities, pipeline and follow-up adapted to advisory work.

From sale to project

Context, team and documents move into delivery.

Status reports

Nearly ready weekly updates from real work.

Deliverables

Assisted generation from templates and project data.

05 / Meetings

From a meeting to knowledge and tasks — without losing the thread

  1. Prep

    Automatic brief with what’s happened on the project.

  2. Capture

    Audio or notes → structured summary.

  3. Decisions

    Tasks, risks and open questions.

  4. Project

    Everything stays reviewable and linked.

Meeting · 45 min

Summary generated · 6 decisions · 4 tasks · 2 risks

Laura reviews

“Confirming the tasks. Update the deliverable timeline.”

Project updated · status report prepared

06 / Communication

Email, Slack, Teams or WhatsApp — contextualised to the project

  • EM
    Client ACME

    3 files · added to the project

  • SL
    Internal team

    Timeline risk · needs a decision

  • WA
    Sponsor

    Asks for a deliverable update

  • DOC
    Report v2.pdf

    Classified · linked to Workstream B

07 / Collaboration

A client portal for fewer emails and more clarity

Project status

Milestones, deliverables and next steps in view.

Documents

Versions and folders without getting lost in the thread.

Requests

Information requests to the client with follow-up.

Feedback

Comments that flow back into the project.

08 / Operations

Automations, capacity and leadership

Kickoff

Create the project, folders and checklist.

Deliverable

Reminders and internal review.

Status

Weekly draft from the actual work.

Risks

Alerts when something gets stuck.

Laura

6 projects · 38 active tasks

Carlos

4 projects · capacity available

Marta

8 projects · 2 blocked

Find the right person and spot leadership blockers without another Excel sheet.

09 / Digital presence

A website that communicates your specialisation

Not another consulting site saying “we transform organisations”. Services, industries, cases, insights and lead generation around your real offer.

Contact
  • Sector · Need · Urgency
  • Approximate scope
  • Engagement type
  • Team involved
  • What you want to reuse
  • Current sources
  • Size · Roles
  • Current tools
LeadHigh

Advisory · Operations

Sector
Industrial
Need
Operating model
Source
Web · Insights
Assign
Partner
Typographic composition of a modern consultancy website
  • Technical SEO
  • Structured Data
  • Sitemap
  • Core Web Vitals
  • IndexNow
  • llms.txt
  • Services · Industries
  • Cases · Insights

10 / Integrations

We don’t want to create another island

Consulting OS

  • CRM
  • Drive
  • Email
  • Slack
  • Teams
  • Calendar
  • Notion
  • Jira
  • WhatsApp
  • APIs

A few possibilities

  • Consulting OS

    Custom internal system.

  • Project Copilot

    Questions about active projects.

  • Knowledge Search

    Search across historical knowledge.

  • Proposal Builder

    Assisted proposal generation.

  • Client 360

    Full context for every client.

  • Project 360

    All project information in one place.

  • Meeting Copilot

    Meetings → knowledge + tasks.

  • Document Hub

    Organised, searchable documentation.

  • AI Inbox

    Contextualised email.

  • Client Portal

    Collaboration with clients.

  • Resource Manager

    Team and capacity.

  • Management Dashboard

    Business and operations view.

If an existing tool already does the job well, we use it.

Custom development makes sense when the process is specific, knowledge is scattered, or tools don’t talk to each other.

11 / Process

First we need to understand how your consultancy works

  1. Understand

    Clients, projects, team, tools and processes.

  2. Detect

    Where time or knowledge gets lost.

  3. Prioritise

    What is truly worth improving.

  4. Design and build

    A first useful solution.

  5. Evolve

    New capabilities as you need them.

You don’t need a full system from day one

  • Knowledge Search
  • Meeting Copilot
  • Proposal Builder
  • Project 360
  • Client Portal
  • Dashboard

Client knowledge and data under control

  • Permissions

    Access by role and project.

  • History

    Change logs when you need them.

  • Privacy

    Each user only sees what they should.

  • Integrations

    Limited access to authorised systems.

We can stay on as your technology team

  • Infrastructure

    Hosting, APIs, backups, monitoring.

  • Security & AI

    Updates, prompts and costs.

  • Evolution

    New capabilities and technical SEO.

Imagine tomorrow…

  1. Automatic brief

    Laura joins the meeting with project context.

  2. Meeting done

    Decisions and tasks ready for review.

  3. New opportunity

    Three similar projects found.

  4. Proposal

    First draft with existing experience and methodology.

  5. Client feedback

    Automatically linked to the project.

  6. “Have we solved this before?”

    An answer in seconds.

  7. Weekly status

    Practically prepared.

None of these actions is complex. The problem is repeating them across folders, emails and tools.

Your knowledge should grow with every project.

Not stay buried inside each one.

You don’t need to arrive with a solution already figured out

Then we decide what is worth doing: connect, automate, improve or build.

  • Acquisition and proposals

    How work is won.

  • Projects and documentation

    Where knowledge lives.

  • Meetings

    How conversation becomes action.

  • Tools

    What already works and what doesn’t communicate.

  • Repeated tasks

    What the system should remember.

Frequently asked questions

How much does internal software or an AI tool for a consultancy cost?

Projects at Digitup Studio, a technical studio in Madrid that designs and builds custom software, start at €1,000 and are delivered from 2 weeks. Beyond that, the price depends on what the tool has to do, which systems it connects to (CRM, Drive, email, Teams or Slack) and how much documentation it handles. Something contained, such as a web assistant with the consultancy's information, sits closer to the minimum; integrations or a full internal system raise the price. Depending on the project, payment is by milestones, over 6 or 12 months or as a monthly fee, as we explain in ways of working.

How long does it take to get a first tool up and running?

The minimum delivery time is 2 weeks, for small, well-defined scopes. A first working version can usually be validated within weeks if the scope is clear; if several tools must be connected or years of projects gathered into one search, the work is organised in more phases. We don't work with a standard number of weeks: we set the schedule once we understand how your consultancy works. You also don't need a complete system from the start: you can begin with one piece, such as Knowledge Search or Meeting Copilot, and add proposals, Project 360 or the client portal later. That is how we approach any custom software.

Can it connect to the CRM, Drive, Teams, Slack, Notion or Jira we already use?

Yes. We don't want to create another island: we can connect CRM, Drive, email, calendar, Slack, Teams, Notion, Jira, WhatsApp and other tools that have an API. Whether an integration is viable depends on the tool offering an API or a reliable data export, and that is the first thing we check before committing to anything. If an existing tool does the job well, we use it: we build a layer on top, sync data or develop only the missing part. When the problem is organising clients, opportunities and proposals, that part can be a custom CRM connected to the rest of your stack.

How are confidential information and our clients' personal data protected?

Each tool is designed with permissions by role and project, separation of information, action logging, protected credentials, backups and human review at critical steps. A consultancy handles strategic, financial and personal information about its clients, often under confidentiality agreements, so each user sees only what applies to them. The provider and the AI model are chosen with you based on privacy, cost and type of task, and an internal search can be limited to authorised sources using the technique known as RAG. Decisions on GDPR and confidentiality are the consultancy's to make: we do not give legal advice.

What can be automated in a consultancy, and what can't?

Repetitive work around knowledge and coordination automates well: summarising meetings and extracting decisions, tasks and risks; filing emails and documents under the right project; creating folders and checklists at each kickoff; preparing the weekly status report; reminding people of deliverables and flagging when something stalls; and drafting a first proposal from earlier cases and methodologies. All of it is built as automations with human approval where needed. What we don't automate is judgement: the diagnosis, the recommendation to the client, the final price or the decision to send. AI organises and prepares; your team reviews and decides.

Who runs the project at Digitup Studio?

The two partners of Digitup Studio, a technical studio in Madrid founded in 2019, run it. Stas Nikitin, CEO, defines the product, priorities and project management with you; Anton Zverev, CTO, with more than 10 years building digital products, decides the architecture and leads development. The project does not pass to a junior team after the first meeting: whoever talks to you is the person making the decisions. When the project calls for it, specialists from our network join in UX/UI, backend, data or AI. The team changes by project; the people in charge do not.

Do you have published case studies from consultancies?

Not yet. There is no published case from a consultancy on our website, and we would rather say so than pretend to a specialisation we cannot yet show. We have built more than 50 projects since we started, and the case studies include systems with similar logic: the backoffice with assignment of jobs and a state machine that we built from scratch for Tasaciones.com, or the RAG and recommendation chat over the Mundomar Cruceros catalogue, the same principle as a search across your projects and proposals. On the first call we can go through the projects closest to your case.

How do we start working with Digitup Studio?

The most direct route is to book a 30-minute call with Anton Zverev, the CTO, with no commitment; you can also write to us through the form on this page or at hola@digitup.es. You don't need to arrive with a solution in mind: it is enough to tell us how projects are won, where knowledge lives and which tools you use. We review the case, propose a technical approach and phases, and if it fits we start with a first version. If you have several ideas and don't know which to prioritise, an AI audit maps processes and opportunities before building. And if we think it isn't worth doing, we will tell you.

How much of your consultancy’s knowledge lives today in folders, emails and people’s heads?

We’re not here to sell you another project manager. We want to understand how you work and build technology around what actually makes you different.

Let's talk

A process, a tool or an idea. That’s enough to start.

Or email us at hola@digitup.es

We turn scattered knowledge into tools that work with your team.

Digitup Studio Madrid · Valencia · Remote hola@digitup.es