AI intake for management consultancies
Porto learns the problem a company wants solved, its size, who sponsors the work and the timing, so your partners walk into the first meeting with context.
Ridgeway Advisory
AI assistant
Hi, I’m the AI assistant for Ridgeway Advisory. What challenge is your organization working through?
We merged with a competitor last year and our two operations teams still run completely different processes.
Background already covered
So it moves on to the sponsor
Thank you. Who is sponsoring this work internally, and is there a date you need results by?
What Porto does for management consultancies
Porto replaces the contact form on a management consultancy’s website with a short AI conversation. It learns the business challenge, the company’s size and industry, who sponsors the work and the timing, and sends your partners a brief before the first meeting.
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.
Challenge
The problem, in the visitor’s own words
Company
Industry, size and regions involved
Sponsor
Who owns the work and who approves it
Timing
Board dates, deadlines or a target quarter
Budget
Whether funds are set aside or still pending
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
Calloway Foods
79
Strong fit
Challenge
Integrating two operations teams after a merger
Company
Food distributor, about 900 employees
Sponsor
COO, with CEO approval
Timing
Plan needed before the next fiscal year
Questions from management consultancies
Will senior executives use a chat?
Porto says it is an AI assistant and asks only what your partners need, so the conversation stays short.
Can it explain our approach?
Yes. Add your methods and past work to the knowledge base, and Porto answers from it.
Can it route by practice area?
Yes. Porto routes each inquiry to the right partner based on the answers.
See Porto set up for management consultancies
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