Does analyzing client data feel like scaling Mount Everest? Or do you feel like predicting trends is akin to reading tea leaves? With the right AI tools in your corner, you’ll turn these complex tasks into a magical experience—both for your clients and your sanity.
Whether you’re a seasoned consultant or you’re new to the game, AI tools for consulting simplify your consulting business, give your clients better insights, and up your game. In this guide, we’ll explain how to choose the best AI tools for consulting services and share our top 10 favorite tools for the job.
What Are AI Tools for Consulting?
Artificial intelligence (AI) tools are a type of software consulting firms use to do data-driven decision-making in less time. AI tools follow some pretty advanced machine learning algorithms to analyze an insane amount of data, identify patterns, predict trends, and spit out helpful insights at a speed and accuracy that outpaces even the most seasoned data science pros. 🤖
Most consultants use AI tools for:
- Data analysis: AI interprets huge datasets and makes sense of numbers faster than humans—usually without errors
- Predictions: Through machine learning, AI tools anticipate market shifts and changes in consumer behavior. They aren’t a magic crystal ball, but they’re the next best thing
- Natural Language Processing (NLP): NLP does sentiment analysis, which is a fancy way of saying the AI tool correctly gauges human emotion from written text
- Computer vision: Did you know that some AI tools can “see?” They use computer vision to make decisions about visual data, like images, videos, and data graphs
AI consulting tools make it possible for even small consulting startups to offer cutting-edge solutions to their clients, which is a real game-changer.
How to choose the best AI consulting tools for your firm
You’re trusting an AI with your client or customer data and your reputation. You need to pick a high-quality tool to churn out smart insights and impress your clients.
Look for these features to get the most mileage out of your AI consulting tools:
- User-friendly interface: You shouldn’t need special training to use AI-powered tools. Go for intuitive options without the mind-melting learning curves
- Data visualization: Go for AI consulting tools that generate gorgeous graphs from your client or customer data data. This feature gives your reports an extra dose of professionalism, which is a must in consulting
- Workflow automation: You can’t be everywhere at once, so go with AI consulting tools that automate repetitive processes like task handoffs and data entry
- Forecasting: Future projections and trend-spotting are must-haves for consulting services. Your clients trust you to keep them on the cutting edge of their industry, after all
- Writing tools and templates: Your AI writing tool should be able to handle search engine optimization (SEO), social media posts, and report summaries. Consulting templates are also a must for creating pro-level reports in just a few clicks
10 Best AI Tools for Consulting in 2024
It seems like everyone and their mother has an AI tool these days, but not all of the tools on the market are AI tools for consulting, specifically.
There’s no need to scour the interwebs yourself: Check out this list for the top 10 AI tools for consulting in 2024.
1. ClickUp
That’s right: The world’s favorite project management platform also just happens to be an incredibly useful AI tool for consulting services.
ClickUp AI is the only AI-powered assistant tailored to your unique role. Simply open the AI, tell it you’re in consulting, and the assistant takes care of the rest.
Use ClickUp AI to:
- Summarize client meeting notes or chat threads
- Generate action items from meeting agendas
- Write, edit, and format any content you need
- Compose client surveys
- Plan events for your clients
Oh, and have you heard about ClickUp Automations? ClickUp comes pre-loaded with over 100 automations to seriously simplify your workday. They aren’t pure AI, but these trigger-based automations handle everything from task creation to posting comments and moving statuses.
ClickUp best features
- ClickUp tasks holds your team accountable with projects and subtasks, checklists, comments, and a lot more
- Create gorgeous client reports, data tables, roadmaps, and more with ClickUp Docs
- Use templates like the ClickUp Consulting Agreement Template to create ironclad agreements in less time
- ClickUp CRM logs all of your customer relationships in one platform, visualizing your current customer pipeline while encouraging deeper relationships with your clients
- Easily track your time, budget, and client communications alongside your projects
ClickUp limitations
- ClickUp AI is only available on paid plans
- Some users find ClickUp’s features a little overwhelming at first—there’s a lot in there!
ClickUp pricing
- Free Forever
- Unlimited: $7/month per user
- Business: $12/month per user
- Business Plus: $19/month per user
- Enterprise: Contact for pricing
- ClickUp AI is available on all paid plans for $5 per Workspace member per month
ClickUp ratings and reviews
- G2: 4.7/5 (8,300+ reviews)
- Capterra: 4.7/5 (3,700+ reviews)
2. Neurons
Most AI tools do generative AI, which creates new content. But Neurons Predict is a little different: It’s a predictive AI that generates creative visuals for you.
If you’ve tried making your own ads, images, videos, and designs but hate the process, you’re in luck! Neurons is a machine-learning tool that works well with your consulting business because it specializes in data-driven design.
Whether you need more results from your own ad campaigns or you offer market research consulting for a client, Neurons is a must-have tool for managing and visualizing customer data.
Neurons best features
- Compare your creative to industry standards
- Set benchmarks and compare all creatives to those benchmarks
- Pre-test creatives before releasing them into the world
Neurons limitations
- Neurons specializes in visuals to gain valuable insights, so it isn’t the best fit if you need help writing copy or generating consulting reports
- Some users say Neurons’ file spec requirements are hard to work with
Neurons pricing
- Contact for pricing
Neurons ratings and reviews
- G2: 5/5 (1 review)
- Capterra: 5/5 (2 reviews)
3. Tome
Tome uses AI and large language models (LLM) to summarize business agreements for you. It reads every single letter and offers redlines to help you spot any potential contract issues.
Now, is it as feature-rich as other AI tools for consulting? No, but if you’re in a field that deals with contracts, like law or investing, this tool is a must-have.
Even if you aren’t in a contract-heavy field, it’s nice having a specialized AI give your contracts a once-over for potential issues, especially if you’re working with enterprise clients.
Tome best features
- The redlines feature spots potential issues for you
- Generate “issues lists” in minutes to forward to clients or lawyers
- Quickly conduct market comparisons to see how your contract stacks up
Tome limitations
- You need to upgrade to Tome Pro for human customer support
- Tome doesn’t have a lot of reviews
- You probably know this, but FYI: Tome doesn’t replace a human lawyer
Tome pricing
- Contact for pricing
Tome ratings and reviews
- G2: 4.8/5 (2 reviews)
- Capterra: N/A
4. Validator AI
Validator AI is a unique type of AI tool for consulting that validates startup ideas—for free! Ask its mentor chatbot to validate your business ideas and answer common questions about launching a startup.
This AI is trained on data from thousands of startups, angel investor criteria, and lean startup methods. Think of it as a quickstart guide to all things startup. This tool is ideal for consultants working with startups, but it also works if you’re a scrappy startup yourself.
Validator AI best features
- Validate business ideas for free with the mentor chatbot
- Ask the AI to give you a customized “get started” guide to build your business
- Identify potential issues using AI concept analysis
Validator AI limitations
- Validator doesn’t have a lot of reviews
- It also doesn’t offer as many features as the other AI consulting tools on this list
Validator AI pricing
- Free
Validator AI ratings and reviews
- G2: N/A
- Capterra: N/A
5. Legal Robot
Have you ever signed a huge contract with tons of legal jargon and wondered, “What the heck did I just sign?” 🤯
Legal Robot is an AI consulting tool that translates legal agreements and contracts into plain English. Like Tome, it automatically generates an analysis of your legal documents and compares them to both case law and other legal documents.
Legal Robot best features
- Run contract analyses to find problems with legal style or language
- Translate “legalese” into plain language
- Legal Robot comes with a feature for managing GDPR and DMCA requests
Legal Robot limitations
- Legal Robot isn’t live yet as of September 2024
- Legal Robot is not legal advice
Legal Robot pricing
- Contact for pricing
Legal Robot ratings and reviews
- G2: N/A
- Capterra: N/A
6. Gong
Gong is all about sales data, baby. It uses generative AI to capture all client interactions with AI to inform your strategy and keep your team productive. Ultimately, Gong aims to boost your revenue by overhauling your sales practices.
Gong is a good bet if you need to improve your sales pipeline, but it’s a solid AI tool for consulting on sales, too. The AI tool takes your data to help you create winning sales playbooks, identify deal risks, and define next steps.
Gong best features
- Get a unified view of customer interactions and market dynamics
- See your team members’ metrics, like win rates, in a visual dashboard
- Automatically capture and update data across all platforms in real-time
Gong limitations
- Sometimes Gong fudges call transcripts and has a hard time understanding accents
- Some users say Gong has integration issues
Gong pricing
- Contact for pricing
Gong ratings and reviews
- G2: 4.7/5 (5,300+ reviews)
- Capterra: 4.8/5 (520+ reviews)
7. Fireflies
Do you have a lot of client phone calls? We know you definitely do—you’re a consultant, after all. 👀
You need Fireflies to simplify your meeting notes.
Fireflies is an intelligent meeting note automation tool. It transcribes and summarizes your meeting notes and even creates a searchable database to help you easily find call notes. You can even use NLP to analyze voice conversations.
Fireflies best features
- Automatically transcribe meetings on multiple video-conferencing apps
- AI-powered search makes it easy to filter and identify key meeting topics
- Collaborate with co-workers via comments, soundbites, and shared meeting notes
Fireflies limitations
- Fireflies saves time for folks who have a lot of calls, but it doesn’t have a lot of non-meeting-related features
- Some users say the platform struggles with transcript accuracy
Fireflies pricing
- Free
- Pro: $10/month per user, billed annually
- Business: $19/month per user, billed annually
- Enterprise: Contact for pricing
Fireflies ratings and reviews
- G2: 4.5/5 (80+ reviews)
- Capterra: 4/5 (5 reviews)
8. Henchman
You don’t need to be an evil villain to have a Henchman. This legal AI consulting tool gives you instant access to your team’s collective legal knowledge. Like Fireflies, it allows you to search within your existing content to find clauses and definitions.
This is ideal for folks in the legal field because it enriches contracts with AI recommendations. It acts as a contract database and document management system that uses AI to analyze, organize, and streamline contract work.
Henchman best features
- Instantly review contract changes in just a click
- Henchman offers contract suggestions based on historical insights
- Use advanced filtering to filter by contract type, date, and party name
Henchman limitations
- Henchman is designed specifically for legal services, so if that isn’t you, you likely won’t get value from the platform
- Some users say the advanced filters are hard to find and they forget to use them
Henchman pricing
- Contact for pricing
Henchman ratings and reviews
- G2: 4.5/5 (10+ reviews)
- Capterra: N/A
9. Repurpose
Are you a marketing agency that creates content for clients? Repurpose is the AI consulting tool for you. This tool specializes in automated content workflows. Just create one post in Repurpose and the platform will post it to multiple platforms for you in mere seconds. 📚
This automation tool comes with workflow templates, step-by-step videos, and live chat support to cut down on the time you spend posting content for your clients.
Repurpose best features
- Integrate Repurpose with TikTok, Instagram, YouTube, Facebook, Zoom, and more
- Use the conversion tool to convert videos into audio podcasts
- Publish 10 audio files and videos for free during the 14-day free trial
Repurpose limitations
- Repurpose isn’t technically AI tool—it’s more of an automation platform
- Repurpose doesn’t have a lot of reviews
Repurpose pricing
- Podcaster: $12.42/month per user, billed annually
- Content Marketer: $20.75/month per user, billed annually
- Agency: $104.08/month per user, billed annually
Repurpose ratings and reviews
- G2: N/A
- Capterra: N/A
10. ChatGPT
OpenAI’s ChatGPT is an AI wunderkind. Need to write a breakup email for a difficult client? Done. Want a script for a client presentation? It’s yours in just a few clicks.
While other AI tools for consulting on this list specialize in visuals or legal contracts, ChatGPT specializes in text-based content creation. If you need help writing emails, social media posts, reports, or presentations, this is the tool for the job.
ChatGPT best features
- ChatGPT has a very simple chatbot-based interface
- Quickly summarize reports or simplify complex topics with a single query
- Ask ChatGPT to generate marketing campaign ideas, event plans, and more for your clients
ChatGPT limitations
- ChatGPT crashes often
- You need to know how to prompt ChatGPT to get the outcomes you want
ChatGPT pricing
- Free
- Plus: $20/month per user
ChatGPT ratings and reviews
- G2: 4.7/5 (340+ reviews)
- Capterra: 4.5/5 (20+ reviews)
Combine Your AI Consulting Tool With Your Workflows
AI tools are transforming just about every industry and consulting is no exception. Integrate AI consulting tools into your workflows to work smarter and generate outstanding results for your clients in the process.
As a consultant, you support your clients through thick and thin. But when you need support, go with the right AI tool for consulting: ClickUp. Combine your AI writing tool with templates, tasks, Docs, and your CRM to keep all of your work in the same platform.
Curious to see it in action? Try ClickUp AI for free right now.
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