You sell expertise.
Not your time doing paperwork.
Consultants spend 30% of billable time on admin—proposals, contracts, invoicing, follow-ups. Accordio handles all of it from a single message so you can focus on client work.
Built for consultants
Retainers, hourly, project-based, or value-based. AI adapts to any engagement model you use.
Proposals that convert
Turn a discovery call into a structured proposal with scope, timeline, and pricing—in minutes, not hours.
Recurring billing built in
Retainer invoicing, hourly billing, milestone payments. All connected to Stripe. Set it and forget it.
Sound familiar?
Advise more. Admin less.
Discovery to Proposal in Minutes
After a client call, message Accordio the key details. AI writes a structured proposal with scope, deliverables, timeline, and pricing. Send it while the conversation is still warm.
Engagement Letters That Protect You
AI generates consulting agreements with scope boundaries, out-of-scope clauses, confidentiality, and liability limits. Professional terms—every single time.
Retainer Management
Set up monthly retainers with hour caps and automatic invoicing. When a client burns through their hours, AI flags it and can generate an overage invoice or renewal proposal.
Time-to-Cash Compression
From proposal to signed contract to first invoice—all in one flow. No switching between tools. No end-of-month scramble. Revenue recognized the moment work is delivered.
Discovery to Proposal in Minutes
After a client call, message Accordio the key details. AI writes a structured proposal with scope, deliverables, timeline, and pricing. Send it while the conversation is still warm.
Engagement Letters That Protect You
AI generates consulting agreements with scope boundaries, out-of-scope clauses, confidentiality, and liability limits. Professional terms—every single time.
Retainer Management
Set up monthly retainers with hour caps and automatic invoicing. When a client burns through their hours, AI flags it and can generate an overage invoice or renewal proposal.
Time-to-Cash Compression
From proposal to signed contract to first invoice—all in one flow. No switching between tools. No end-of-month scramble. Revenue recognized the moment work is delivered.
What consultants use most
Copy a prompt and paste it into the Accordio agent.
For consultants who bill their brain
Independent consultants and boutique firms who want to spend time advising, not administrating.
Solo Consultants
Independent advisors handling strategy, operations, or technology without a back-office team.
Boutique Firms
2–15 person firms managing multiple engagements that need consistent proposals and billing.
Management Consultants
Strategy and ops consultants with retainer-based or project-based engagements.
Fractional Executives
Fractional CMOs, CTOs, and CFOs juggling multiple clients with different engagement structures.
Not for: Large consulting firms (McKinsey, Deloitte) with dedicated back-office operations. You have people for this.
The math
Without Accordio
With Accordio
At $25/month, Accordio pays for itself after one contract.
From sign-up to signed contract
Sign up and connect
Sign up and connect WhatsApp or Slack.
Define your engagement models
Tell the AI about your rates, retainer structures, standard terms, and typical engagement types. It learns and reuses them.
Win clients faster
After a discovery call, message: “Proposal for [client], [type], [scope], [price].” AI writes it, you send it, client signs.
Bill automatically
Monthly retainers, milestone payments, or hourly billing—invoices go out on schedule via Stripe.
Frequently
asked questions
Yes. You can set up monthly retainers with hour caps, automatic invoicing, and overage tracking. AI handles renewals and scope adjustments too.
Absolutely. Hourly, project-based, retainer, value-based—Accordio supports all engagement models. You can even mix them across different clients.
Under 3 minutes. Message the key details from the discovery call and AI generates a structured proposal ready to send.
Yes. Consulting agreements include NDA clauses, limitation of liability, indemnification, and professional standards—all customizable to your practice.
Yes. 20 free AI messages per day. That’s enough to manage proposals, contracts, and invoicing without paying a cent.