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Run your engagements. From a chat.
Cole is the AI coworker for boutique strategy and management consultancies. Proposal and deck prep, meeting prep packets, deliverable status tracking, client comms drafting, billing chase - across WhatsApp, Slack, email, and SMS. Your CRM, project tools, and accounting software stay the system of record.
Cole - Pocodot
online
Cole, forwarded sub from Acme Manufacturing - need GL, Umbrella, WC quotes for 1/1.
9:14 AM
Got it. Routed to Maya (commercial) with a draft acknowledgement and a quote-checklist for the carriers. X-date 12/31 tracked.
9:14 AM
Just finished call w/ Rivera, $2M umbrella renewed. Log it.
11:48 AM
Logged. Note: Renewed $2M umbrella - Rivera Co. Drafted thank-you email + queued cert-on-file refresh for review.
11:49 AM
Sound familiar?
Teams in this space fight these every day. Cole was built to take them off your plate.
Proposals take a full day
Every RFP response, every engagement proposal, every scope addendum - rewritten from scratch because nobody can find the version from six months ago.
Meeting prep is a scramble
The partner asks for the prep packet at 8:55am. The analyst scrambles for last meeting notes, open deliverables, and the client's latest email. Nobody has all of it.
Deliverable tracking lives in someone's head
Three workstreams, two sub-teams, one client expecting a Friday update. The project manager rebuilds the status from Slack threads and calendar invites every week.
Billing chase falls to the partner
The invoice goes out, the client goes quiet, and six weeks later the partner realizes collections is three months behind because nobody sent a reminder.
What Cole does for your team
Six superpowers, one chat thread.
Proposal and deck prep
Cole drafts proposals, engagement letters, and scope addenda from your firm's prior work and a short brief. You edit the strategy and terms. He handles the structure, boilerplate, and formatting notes.
Meeting prep packets
Two hours before a client meeting, Cole drops a prep packet: engagement history, last-touch notes, open deliverables, recent client emails, and three suggested talking points. No more scrambling.
Deliverable status tracking
Cole collects status from each workstream via chat, assembles the client-facing update, and drafts the Friday summary. The project manager reviews and approves - no more rebuilding from Slack threads.
Client comms drafting
Status updates, scope-change discussions, timeline confirmations, stakeholder intros - drafted in your firm's voice from a short note. You review, adjust, send.
Billing chase
Cole drafts the invoice from the engagement terms, sends it at the agreed cadence, and chases payment at 7/14/30 days in the client's preferred channel. Your bookkeeper sees clean AR.
Relationship health tracking
Cole flags engagements trending toward scope creep or budget overrun, surfaces clients going quiet, and queues the renewal or extension conversation 30 days before the engagement ends.
How it works
Forward your first RFP
Forward an inbound RFP, referral, or engagement request to Slack or WhatsApp. Cole drafts the qualifying reply and initial scope outline in your firm's voice.
Connect your inbox and calendar
Consultants connect Google Workspace or Microsoft 365. Cole watches inbound client mail, your meeting calendar, and your team channel. Your CRM and project tools stay the system of record.
Delegate the rest from chat
Tell Cole to draft the proposal, prep tomorrow's client meeting, chase the late invoice, collect workstream statuses, or build the Friday client update. Just ask in plain English from anywhere.
Built for the work you actually do
< 1 hr
first-touch reply to inbound RFPs
vs. next-business-day turnaround
8 hrs
reclaimed per consultant / week
proposals + prep + status updates
30 days
earlier renewal conversations
before the engagement term ends
Workspace-isolated
data segregation
encrypted at rest, audit-logged
What does this save your team?
Defaults to a 3-person team at $85/hr fully-loaded cost. Slide to match your shop.
ROI calculator
- 8 hours saved per agent/week
- 73% less manual task routing
- 40% faster turnaround
- 24/7 availability - no sick days
- Zero hiring costs, benefits, or downtime
Based on Pocodot customer data + h/person/week reclaimed on client comms, call notes, and follow-up chase. Your mileage will vary by team mix.
What we will tell you about our security posture
Workspace-isolated data with row-level tenancy checks on every query. Encrypted at rest and in transit. Our SOC 2 audit is in progress and we publish status candidly - we will not claim a certification we have not earned. Enterprise identity federation is on the roadmap, not shipped. No protected-health-information coverage today, so we are not the right fit for benefits work that requires it.
Related reading
Deep dives, comparisons, and how-to guides for your industry.
Questions teams ask us
Ready to take the busywork off your team?
A 20-minute demo on a real workflow in your shop. No slide deck.