Solutions · Consulting & advisory firms
A client portal for consulting firms. AI drafts the first report.
Deliver more engagements with AI built into your everyday work. We audit how you deliver, design the portal around it, and deliver it.
Free. 30 minutes with the founder. No slides.
Peligent is a Toronto team that builds custom client portals with AI inside for consulting and advisory firms. We audit how you deliver, design the portal and deliver it in weeks. It collects client data, drafts first assessments for partner review, keeps client dashboards current and finds good-fit prospects. Your partners sign off on every report.
Sound familiar?
Where do a consulting firm's hours go?
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Partner hours on diagnostics
Every assessment is built by hand, so delivery cannot scale.
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Chasing client data
Spreadsheets by email, missing numbers, weeks of back and forth.
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One-off projects end
The report ships and the revenue stops.
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Deal flow by luck
New clients come from referrals, not a steady pipeline.
What you get
What we'd build for your firm.
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Client portal with intake
Intake forms, data requests and file uploads with automatic reminders.
Client data arrives complete and on time.
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Live client dashboards
Each client's numbers update on their own after the project ends.
One-off projects become monthly retainers.
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AI-drafted reports
Turns client data and team notes into a first-draft assessment.
Partners review in an hour, not build for a day.
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Deal-flow engine
Finds companies that fit your offer and moves them through stages.
A steady pipeline, not just referrals.
Watch it work
From client data to draft report.
The portal collects the data, the AI drafts the assessment, a partner signs off.
Assessment delivery · this week
live
Proof, not promises
Parts we already run in daily use.
2 custom portals we built run intake, sales pipelines, AI drafts and dashboards daily. Yours uses the same parts.
See a portal we built in daily use →- Mon ✓ intake 2 new clients onboarded
- Tue ✓ data missing files requested
- Wed ✓ reports 1 assessment drafted
- Fri ✓ deal-flow 9 good-fit companies staged
Want partners reviewing, not building?
Fixed price before each stage. You own the code and the client data.
Free. 30 minutes with the founder. No slides.
How we work
We audit, design and deliver.
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01 · 1-2 weeks
Audit
We map your workflows and find where AI adds growth or saves hours.
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02 · You approve it
Design
We design a solution tailored to how your team already works.
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03 · 2-6 weeks
Deliver
We build it into your everyday work, connected to your tools.
Fixed price before each stage. Running it after is optional, and you can cancel anytime.
Questions
What consulting firms ask us.
Who is this for? +
Consulting and advisory firms, like franchise advisors and management consultants, who deliver repeat assessments.
Does AI write the final report? +
No. It writes a first draft. Your partners edit and sign off on every report.
Can clients see their own dashboard? +
Yes. Each client logs in and sees only their own data, updated on its own.
How long until it is live? +
The audit takes 1-2 weeks. The first working part of your portal usually ships 2-6 weeks after that.
Turn projects into retainers.
Walk us through one engagement on a free call.
Free. No obligation. Fixed price before each stage.