HOW IT WORKS

Built for retainer-driven practices.

From the warm intro to the monthly invoice — the four moves that keep your book healthy.

01 THE LEADS

Warm leads, surfaced from your network.

The best consulting clients are second-order intros — people you almost worked with, companies your past clients moved to, intros you never followed up on.

Every Agent surfaces them from your inbox, calendar, and CRM. Real leads, not cold lists.

Every Agent · CRM · AI data enrichment
02 THE ENGAGEMENT

Engagement proposal, drafted in your voice.

First call to sendable engagement in one chat thread. Every Agent drafts the scope, fees, and retainer terms — formatted, branded, ready to send from your branded subdomain.

Past engagements become templates.

Every Agent · AI Proposals · branded subdomain
03 THE RETAINER

Pipeline that shows your real book.

Active retainers, ramping engagements, projects winding down — Pipeline gives you the live view of who's paying, who's at risk, where capacity is.

Every Agent drafts client follow-ups, meeting recaps, and the next-step nudges that keep the relationship warm.

Pipeline · CRM · skills & automations
04 THE BILLING

Recurring invoicing, on the 1st.

Monthly invoices fire on schedule without you touching them. Time tracking rolls into the invoice if you bill hourly. Auto-chase handles overdues so you stay billable, not collecting.

Invoicing · time tracking · auto-chase overdues
THE PRODUCT

See how Every works for solo consultants.

The all-in-one platform that replaces your CRM, engagement letters, retainer invoicing, and time tracking. The front-office clients see, the AI back-office that runs underneath.

Win your next deal.

Every finds you leads, drafts proposals, and gives clients a place to go.

Prospecting Agent
New
$58k0
Qualified
$72k2
Verne Ho4d
Director · Opus Studio
New reply
Wants timeline before signing.
Open Draft
Mara Klein8d
Founder · Helix Health
Sent proposal — awaiting sign-off.
Send Follow-up
Won
$32k1
Jamie Wu
CEO · Acme Co.
Signed $32k retainer — kickoff Monday.

Automate your back office.

Every learns the way you run your business and handles the rest.

Context

Send Sarah a proposal for brand strategy

Drafted a proposal for Sarah at Meridian Labs using your Brand Strategy Package ($6,500). Included your Opus rebrand case study since they're in the same industry.

Pulled rates from your uploaded price list
Matched case study by industry
Ready to review and send

Now invoice her for it

Works with the tools you already use

Google
Stripe
Xero
HubSpot
Granola
Claude
ChatGPT
FAQ

Questions solo consultants ask.

What kinds of consultants is Every built for?

Every fits solo consultants and fractional executives — strategy consultants, fractional CFOs/CMOs/COOs, management consultants, lawyers, AI/IT consultants, executive coaches. The shared pattern is retainer-driven engagements, repeat clients, and a high need for the back-office to run itself.

Does Every handle retainer / recurring monthly invoicing?

Yes — recurring invoicing is a core surface. Set the cadence (monthly on the 1st, quarterly, etc.) and the invoices fire on schedule without you touching them. If you bill hourly, time tracking rolls into the invoice automatically.

Can Every draft engagement letters and SOWs?

Yes. Every Agent drafts the scope, fees, retainer terms, and engagement-letter language in one chat thread — formatted, branded, and sent from your branded subdomain (you.every.ai). Past engagements become reusable templates.

How does Every find new consulting leads?

Every Agent reads your existing network — past clients, almost-clients, dormant intros, companies your contacts moved to — and surfaces second-order leads. It's not cold outreach; it's the warm network you already have but don't have time to work.

Is Every secure enough for consulting work with sensitive client data?

Every uses row-level security on every customer record, scoped per-organization. Auth is enterprise-grade (Clerk → Supabase JWT + RLS). Client data is never shared across orgs. For specifics on compliance posture, contact us.

Can I use Every from inside ChatGPT or Claude?

Yes. Every exposes an MCP server — you can ask ChatGPT or Claude things like "which client invoices are overdue?" or "draft a follow-up to last week's meeting" and Every Agent does the work, with the answer right in your AI chat.

Ready to run your solo consultant business with AI?

Onboarding is automated. You're working in minutes.

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