Stop losing a day a week to paperwork. Tell Accordio what you need, and every working hour goes back to your clients.
Retainers, day rates, project fees, value-based. The agent learns your structures and reuses them on every new client.
Turn a discovery call into a scoped proposal with pricing and timeline the same afternoon, not three days later.
Invoices go out on schedule and bank transfers reconcile automatically. Card payments run through your own Stripe.
Message the agent after the call. A scoped proposal is ready while the conversation is still warm.
Scope boundaries, confidentiality, and liability caps. Your standard terms, applied every time.
Set hour caps and billing dates once. The agent invoices monthly and flags overages.
Proposal, contract, signature, invoice. One thread, and payments reconcile themselves.
Message the agent after the call. A scoped proposal is ready while the conversation is still warm.
Scope boundaries, confidentiality, and liability caps. Your standard terms, applied every time.
Set hour caps and billing dates once. The agent invoices monthly and flags overages.
Proposal, contract, signature, invoice. One thread, and payments reconcile themselves.
The same agent that handles your paperwork keeps your inbox, calendar, and follow-ups moving.
Hi Matt, I wanted to follow up on a few things from our call. Pricing breakdown is coming today, security doc by Friday.
Drafted by AccordioAccordio reads every email, labels what needs you, and drafts replies in your voice. Review, tweak if needed, and send.
Hi Matt, I wanted to follow up on a few things from our call. Pricing breakdown is coming today, security doc by Friday.
Drafted by AccordioAccordio reads every email, labels what needs you, and drafts replies in your voice. Review, tweak if needed, and send.
Accordio finds a time that works, sends the invite, and reschedules when plans change. No more back-and-forth.
Accordio finds a time that works, sends the invite, and reschedules when plans change. No more back-and-forth.
Accordio pulls action items from your emails and meetings, reminds you what is due, and keeps you on track so nothing slips through the cracks.
Accordio pulls action items from your emails and meetings, reminds you what is due, and keeps you on track so nothing slips through the cracks.
Independent operators who want their hours going to clients, not paperwork.
Fractional CMOs, COOs, and CFOs running several companies at once, each with its own engagement structure.
Independent advisors in strategy, operations, or technology with no back office behind them.
Strategy and ops consultants working on retainers or fixed-scope projects.
Two to fifteen person firms that need every proposal, contract, and invoice to read the same.
Not for large consulting firms with a dedicated back office. You have people for this.
You duct-taped a back office together.
Accordio is one AI that runs all of it.
Connects to your tools.
It is your tools. Contracts, invoices, meetings live inside. Ask, and it's done.
Yes. You can set up monthly retainers with hour caps, automatic invoicing, and overage tracking. AI handles renewals and scope adjustments too.
Yes. Hourly, project-based, retainer, value-based. Accordio supports every engagement model, and you can mix them across 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. Every account gets a 14-day free trial of Legend — full access, no credit card required. After that, Legend is $39/month or $29/month billed yearly.