Good morning, Laura
- Active projects18
- Open proposals6
- Upcoming deliverables12
- Meetings this week47
- Blocked tasks8
- Clients waiting3
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.
Meeting
45 min · summary ready
6 decisions · 4 tasks · 2 risks → update project
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
Commercial transformation · ACME
Copilot: questions about status, decisions and documentation
ACME · Retail
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
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
- 01
Brief
Client, need and scope.
- 02
History
Similar cases and methodologies.
- 03
Draft
Scope, team, timeline, pricing.
- 04
Review
The team refines and decides.
- 05
Send
Proposal ready for the client.
- 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
Prep
Automatic brief with what’s happened on the project.
Capture
Audio or notes → structured summary.
Decisions
Tasks, risks and open questions.
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
- EMClient ACME
3 files · added to the project
- SLInternal team
Timeline risk · needs a decision
- WASponsor
Asks for a deliverable update
- DOCReport 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.
Advisory · Operations
- 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
- Slack
- Teams
- Calendar
- Notion
- Jira
- 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
Understand
Clients, projects, team, tools and processes.
Detect
Where time or knowledge gets lost.
Prioritise
What is truly worth improving.
Design and build
A first useful solution.
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…
Automatic brief
Laura joins the meeting with project context.
Meeting done
Decisions and tasks ready for review.
New opportunity
Three similar projects found.
Proposal
First draft with existing experience and methodology.
Client feedback
Automatically linked to the project.
“Have we solved this before?”
An answer in seconds.
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.
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