FOR CONSULTING FIRMS

Every client thread, deliverable, and utilization gap — in one place

Ostavio connects your client inboxes, project tracker, and CRM, so slipping deliverables, quiet accounts, and bench time surface before they cost you a renewal. It flags what needs a principal's attention, ranked by revenue at stake.

SOWengagementutilizationbenchreadoutbillable rate

At-risk engagements, flagged early

Ostavio reads client sentiment, milestone slippage, and go-quiet gaps across email and your project tracker, then ranks accounts by renewal value and risk. You see the fire before it spreads — Ostavio suggests the next move but never sends without your sign-off.

Deliverables that stay on track

Milestones, SOW commitments, and client asks are tracked across Asana and inbox, so nothing promised in a readout gets forgotten. Ostavio drafts the status update with progress attached for your approval.

Utilization you can actually see

Ostavio spots who's rolling off, who's on the bench, and which proposals could fill the gap by reading your tracker and CRM together. It proposes staffing and follow-up moves — a principal always makes the call.

One dashboard, tuned to consulting

Click a question to run it against sample data.

Ostavio/ ConsultingDEMO
AT-RISK ENGAGEMENTS
3
OPEN PROPOSALS
$240k
BENCH DAYS
12
TRY ASKING — CLICK TO RUN
LIVE ACTIVITY
ASANAClient Northwind — milestone slipped 4 days5m
HUBSPOTSOW renewal — $85k engagement up in 3 weeks1h
GMAILClient sponsor — went quiet since last readout2h
SLACKDelivery team — consultant free after Friday3h

Sample data · clickable preview · no account needed

YOUR COMMAND CENTER

Everything in one place — analytics, actions, inbox

The same control center inside Ostavio, previewed with sample consulting data. Click around — it's live and sandboxed.

Ostavio Control Center/ Consulting
● LIVE PREVIEW
CONTROL CENTER
Good morning, Alex
OPEN TASKS
12
OVERDUE
1
THIS WEEK
8
OPEN DEALS
6
PIPELINE
$66k
REMINDERS
4
REMINDERS4
Add a reminder…
Follow up: Client Northwind
Overdue · yesterday
Prepare notes: SOW renewal
in 4d
Chase invoice for Client sponsor
tomorrow
Review before EOD: Delivery team
tomorrow
TASKS DUE SOON4
CON-42 Verify: SOW renewal
Overdue · yesterday
CON-55 Draft reply: Client sponsor
tomorrow
CON-84 Summarize: Delivery team
in 2d
CON-77 Reconcile: Client Northwind
in 4d
UPCOMING MEETINGS3
Client sponsor — sync
Today 2:00 PM
Delivery team — sync
Tomorrow 10:30 AM
Client Northwind — sync
Thu 4:15 PM
PIPELINE
Lead
$17k3
Qualified
$14k2
Proposal
$12k2
Won
$23k2
AI ACTIVITY
OSTAVIODrafted reply to Client Northwind1h ago
OSTAVIOCategorized SOW renewal3h ago
OSTAVIOReconciled Client sponsor5h ago
Ostavio — ConsultingDEMO
What needs my attention in consulting today?
3 flagged under at-risk engagements. Top priority: "Client Northwind — milestone slipped 4 days".
Ostavio general Q&A· 2.4s
⚡ ACTION PROPOSAL · 91%
I can draft a follow-up on "Client Northwind" and queue it for your approval. Proceed?
Action router(91%)
ALSO BUILT FOR
What could you recover?

Your team spends real hours on repetitive ops — triage, chasing, re-keying, reconciling. Estimate what handing that to an agent gives back. Deliberately conservative.

People doing manual ops8
Hours/week each spends on it4h
Blended hourly cost$55
Share an agent can take over60%
RECOVERED PER YEAR
$50,688
HOURS / WEEK
19h
HOURS / YEAR
922h
Estimate only, over 48 working weeks. Real results depend on your workflows — we map them before quoting anything.

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