The operating system for consulting firms
You consult.
Consee remembers.
Meetings, summaries, tasks, WhatsApp and a client portal — gathered into one file per client that keeps moving while you are in your next meeting.
- One file per client
- Automatic meeting summaries
- Password-free client portal
The client file
Everything about a client, on one screen
Meetings, documents, tasks, finances and WhatsApp threads — under one name, instead of scattered across a calendar, folders and your phone.
- A timeline with an insight for every meeting
- A health score and its trend across the engagement
- The client's Google Drive, synced into the file
The meeting pipeline
From recording to summary to tasks — no manual work in between
The bot joins
It joins the Google Meet from your calendar about a minute after it starts — or upload a recording yourself. No meeting goes undocumented.
The transcript lands in the file
The recording and transcript are saved to the client's Drive, and attendance is picked up from the transcript.
The summary writes itself
A fixed template: overview, topics, decisions and tasks with an owner and a due date — ready to approve in one click.
The client is already up to speed
A client-friendly version goes out on WhatsApp and appears in the portal, and the next meeting is booked from there.
Tasks and WhatsApp
What you agree in the meeting doesn't get lost on your phone
Every task is born with an owner and a date and is grouped by consultant, and the client's conversation is kept right next to their tasks — the full context on one screen.
- AI-suggested tasks reach the board only after you approve them
- The assistant's draft reply is sent only after you approve it
- One notification when a task is assigned or completed
Leads and finances
From the first lead to the monthly target
A lead comes in with a source and a stage and closes into a client file in one click. In the file, the monthly target is read from the client's Drive and shown against actuals.
- Source, stage and close for every lead — a won lead becomes a client file in one click
- Monthly target, gap and trend from the client's Drive files
- AI-suggested updates — approve or reject, no surprises
The client portal
Your client stops asking "what's the status?"
Sign in with Google, no password. Clients see their tasks, summaries, goals, workshops and courses — and book their next meeting themselves, within their plan.
- My home
- Chat
- My tasks
- My goals
- Metrics
- Book a meeting
- Focus session
- My summaries
- Company events
- Course library
- My Drive
Got a link from your consultant? Open the client portal
Security and permissions
Permissions enforced on the server
Mentors see only the clients they support, viewers see without editing, and the firm owner manages everything.
Password-free client sign-in
Clients sign in with the Google account the invitation was sent to. No passwords to forget.
Every firm kept apart
Each firm's data is fully isolated from every other firm on the platform.
A day with Consee
From the morning's lead to the next meeting — nothing falls through the cracks
Seven points in a consultant's workday. At each one the system does its part.
- 8:30
A new lead comes in from your website
Contact details and the likely package, on the leads board — before your first coffee.
Screen: Leads
- 10:00
The bot joins the meeting
A minute after the Meet opens the recording is running, and all you do is consult.
Screen: Meetings · Transcription bot
- 10:47
The summary is ready, three tasks await approval
A fixed template, an owner and a date for every task — approve in one click.
Screen: Meeting summary · Tasks
- 12:30
The assistant drafts, you approve
A reply ready in the client's WhatsApp, sent only after you approve it.
Screen: WhatsApp
- 1:15
The client books the next meeting themselves
From their plan, in the portal — no message at ten at night.
Screen: Portal · Booking
- 4:00
The monthly target updates from Drive
A new file in the folder, an AI-suggested update — approve or reject.
Screen: Client file · Finances
- 5:30
End of day: it's all in the file
Tomorrow you pick up where you left off — today's meetings, tasks and conversations wait in one place.
Screen: Dashboard
FAQ
Before you start
How do I join Consee?
We're onboarding a small group of design-partner firms first. Apply, and if it's a fit the firm owner opens the account, invites the team's consultants and mentors, and sends each client a link to their portal.
What does my client see in the portal?
Only what you share: tasks marked visible to the client, meeting summaries you approved, meeting dates and the balance of their plan. The rest of the file — internal notes, team conversations — stays with you.
Do I need to install anything?
No. Everything runs in the browser — for you and for your client, who can sign in from a phone with a Google account, without downloading an app or remembering a password.
Who on the team sees what?
Every file has a lead consultant. Mentors see only the clients they support, viewers see everything without editing, and the firm owner sees and manages it all. Permissions are enforced on the server, not just on screen.
Everything about a client, in one file
Less time on follow-ups and updates, more time on the consulting itself.