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Consulting & Services

Run engagements, not spreadsheets.

An agent tracks your active engagements, enforces SOW milestones, and compiles client reports — so you deliver expertise, not admin.

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Sound familiar?

Here's what changes.

The old way

  • Engagement status tracked in spreadsheets
  • SOW milestones drift without anyone noticing
  • Client reports take hours to compile
  • Resource allocation is guesswork

With Onnie

  • Structured tracker with stages, dates, and values
  • Agent flags milestones approaching deadline
  • Agent writes the report from engagement data
  • Utilization visible across all active engagements

How Onnie solves it

Three building blocks — tailored for consulting & services.

01Data

Engagement Tracker

A table tracking every engagement — client, value, status, dates, and lead consultant — from proposal to completion.

02Agents

Engagement Bot

An agent that monitors timelines, flags at-risk deliverables, and maintains client communication cadence.

03Workflows

SOW Template

A reusable statement of work document that the agent populates for new engagements — consistent and fast.

Your Consulting's First Week

One workspace, one agent — here's what it does without being asked.

  • 01
    Monday

    Agent maps your engagements

    It creates the engagement tracker, imports active clients, and links each to their SOW documents.

  • 02
    Wednesday

    At-risk milestone flagged

    An engagement deliverable is approaching deadline with incomplete tasks. Agent creates a priority activity.

  • 03
    Thursday

    Bi-weekly client report drafted

    Agent compiles progress from engagement data and produces a formatted report for your review before sending.

  • 04
    Friday

    Utilization snapshot

    A summary of team allocation across engagements — who's overloaded, who has capacity, and what's coming up.

Describe your project. AI builds the structure.

Tell Onnie what you are working on and it generates the tables, tasks, documents, and goals — ready to customize.

Ready to try it?

Join the closed alpha and get your consulting & services workspace set up with an agent in minutes.