IndustriesProfessional servicesConsulting firm
DukeOS for consulting firms · AI operating systemCRM, ERP and AI agents in one system. From $49 a month per business. About DukeOS
CRM for consultantsMore engagements signed, fewer loose ends.
DukeOS is the AI operating system for consulting firms: leads, proposals, engagements, invoices and email in one app, with Duke, an AI assistant that prepares the work for your approval. Discovery calls, proposals, engagements and milestone invoices in one place. Duke follows up proposals that have gone quiet, keeps each engagement's tasks on track and finds answers in your past work.
01Duke at your firm
Duke briefs you before every client call.
It pulls a client's notes, emails, proposal and open tasks into one summary, finds what you recommended in past reports, and keeps proposals from going cold. Milestone invoices and follow-ups are drafted for a partner to approve, never sent on its own.
Who decides
- Waits for your approvalIt prepares it and shows a one-line preview. Nothing changes until you approve.
- Just answersReading needs no approval, and it sees only what the person asking may see.
- Ready when you open the appInsights are made from your own numbers when you open the app.
- Checked every morningGoals are measured every morning, with a forecast.
A day with Duke
A Thursday at a supply chain consultancy- Had the week's read readyYou open the Dashboard: 4 proposals waiting on clients, 7 engagement tasks past their date.InsightsReady when you open the app
- Briefed you on Meridian FoodsBefore the 9:00 call: the proposal, Sarah Lin's last two emails and 3 open tasks.CRMJust answers
- Found an old recommendationYour Northgate Retail review: pool safety stock across two depots, cut it by 18%.Doc searchJust answers
- Drafted two proposal follow-upsHalden Logistics and Crane & Webb, both quiet for six days, ready for the partner.AI agentsWaits for your approval
- Prepared the Phase 2 invoiceRecommendations signed off: $24,000 to Meridian Foods, waiting for your approval.InvoicingWaits for your approval
03In the app
A closer look.
Screens from our live demos, and what each part does for the business.
Milestone billing
Fees split by phase.
Split an engagement fee into named parts that match your phases. Each part is its own invoice, so a late milestone payment is obvious.
Payment plan · Meridian Foods, supply chain review
Proposals
Every proposal and where it stands.
Write proposals from your service lines with the fee and tax included. Each one is sent, accepted or declined, and an accepted proposal becomes the signed engagement.
Engagements
Each engagement on its own board.
Discovery, analysis, recommendations, handover: name the columns to match how you deliver. Every task has an owner and a due date.
Pages Duke can build for you
Pages built for a consulting firm.
We build your pages during guided setup, or you ask Duke for them. For example:
04Related
Also for
The same apps, set up in the words of other businesses.
06Start free
Build your wholebusiness, free.
Free to build. Pay when you publish.
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