AI intake for IT consulting firms
Porto learns what the company needs, the systems it runs today, its size and its timeline, so your consultants open the discovery call with a scope in mind.
Kestrel IT Consulting
AI assistant
Hi, I’m Kestrel IT Consulting’s AI assistant. What would you like help with?
We need to move our file servers to the cloud. We have three offices and about 120 users.
Size and locations already covered
So it asks about timing
Got it. Is there a deadline driving this, like a lease ending or hardware going out of support?
What Porto does for IT consulting firms
Porto replaces the contact form on an IT consulting firm’s website with a short AI conversation. It learns the project or problem, the current systems, the company size, the timeline and who decides, and sends your consultants a brief before the discovery call.
What Porto works out in the conversation
These are the topics, not a script. Porto asks only what it still needs, so a visitor who mentions their timeline in the first message never hears that question.
Project
Migration, upgrade, integration or a strategy review
Environment
Current systems, vendors and pain points
Size
Users, offices and internal IT staff
Timeline
Hardware end of life, renewals or other deadlines
Decision
Who approves budget and signs off
The brief your team gets
Every conversation ends with a one page summary and a fit score, sent to the tools you connect. Your team reads it before the first call.
See how it works
LEAD BRIEF
Halston Engineering Group
81
Strong fit
Need
File server migration to the cloud
Size
120 users across three offices
Timeline
Servers out of support in June
Decision
Operations director and CFO
Questions from IT consulting firms
Can it tell projects from support requests?
Yes. Porto asks early and routes each inquiry to the right person.
Will it keep up with technical answers?
Porto adapts to each answer and skips what the visitor already explained.
Can it share our case studies?
Yes. Add them to the knowledge base, and Porto answers from it.
See Porto set up for IT consulting firms
Bring what your team asks on a first call. We’ll set up the conversation around it and show you on the demo.
Book a demo