AI for consultants
Brea preps you for every steering meeting, drafts the Friday status email from your Notion project page and follows up on proposals that went quiet. You approve everything a client sees.
A day with Brea
- 9:00 am
Proposal follow-up
A week after you sent the Halvorsen SOW with no reply, Brea drafts a short follow-up.
- 10:00 am
Invoice aging
On Mondays, Brea finds invoices more than 30 days past due in QuickBooks and drafts each reminder.
- 11:30 am
Signed SOW
The Meridian SOW completes in Docusign. Brea sets up the engagement page in Notion and drafts the kickoff invite.
- 2:00 pm
Interview notes
Your Zoom recording is ready. Brea adds the stakeholder interview notes to Notion.
- 3:00 pm
Status email
On Fridays, Brea drafts the Meridian status email from your Notion page: progress, what's next and the decisions you need.
- 6:00 pm
Steering prep
The evening before each steering meeting on your calendar, Brea sends the last status email, open decisions and what's due.
Things to text Brea
Steering meeting prep
The evening before each steering meeting on my calendar, send me a prep packet: the last status email, the open decisions on the client's Notion page, and what's due this week.
Brea gathers the thread, the decisions, and the deadlines into one brief the night before.
Proposal follow-up
When I send a proposal or SOW from Gmail, check a week later whether the client replied, and if not, draft a short follow-up for me to approve.
Brea notices each proposal as it goes out and only drafts a nudge when the client goes quiet.
- Reminders on a schedule
Invoice aging
Every Monday, check QuickBooks for invoices more than 30 days past due and draft a polite reminder to each client's billing contact with the engagement, invoice number, and amount.
Brea reads your aging list and drafts each reminder for you to approve.
Milestone status email
Every Friday at 3, draft the status email for the Meridian engagement from my Notion project page: progress against the SOW milestones, what's next, and the decisions I need from them.
Brea writes the weekly update from your project notes, held for your OK.
In the apps you already use
Notion
Keeps each engagement: decisions, milestones and interview notes.
Gmail
Follows up on proposals and drafts status emails for your OK.
Google Calendar
Times prep packets off each steering meeting.
Zoom
Turns call recordings into interview notes.
QuickBooks
Finds invoices more than 30 days past due.
Docusign
Sends SOWs and tells you when they're signed.
What the busywork costs.
- Faster consulting work with an AI assistant
- 25%
- A year independent consultants work but can't bill
- 45 days
How consultants text Brea
Brea acts. You stay in charge.
Brea does the work, but nothing important happens without you. Your agent runs in its own private, isolated workspace.
You approve what matters
Before Brea sends, deletes, shares, or changes a setting, it asks you in iMessage. Reply allow, always, or deny.
Every payment is yours to approve
Brea pays only after you approve the payment in Link by Stripe. Each purchase uses a new one-time card.
Passwords stay out of chat
You save site logins on a secure Brea page, not in a text. They are encrypted, and the AI never sees them.
You control what it remembers
See and delete what Brea remembers about you, or just ask it to forget.
By now your agent could already have started.
Your to-do list, handled. Send Brea a text in iMessage and let it take it from there. Free, with every feature included.