Bill More Of Your Week
As an independent consultant you’re the expert, the project manager and the billing department. Your agent takes the proposals, recaps and invoices off your plate, working in the apps you already use.
From $10/month 30 days free No credit card
Where The Day Goes
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Admin Isn’t Billable
Proposals, scheduling, recap emails and invoicing all come out of hours you could sell.
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Time Slips Through The Cracks
Half of Tuesday is gone from memory by Friday, so the invoice undercounts the work.
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Scope Creeps Quietly
Small extra requests pile up in email, and by the end you’ve done a second project for free.
What Your Agent Does For You
In the tools you already use, with your own login, one item at a time.
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Draft Proposals From Past Work
Point it to a past proposal and your discovery notes. It drafts the new one in your template, and you set the price.
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Send The Recap After Every Call
From your notes or a meeting summary, it drafts the recap email with decisions, owners and the next date.
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Fill Timesheets From Your Calendar
Every Friday it lists the week’s client meetings and emails by project and drafts time entries for you to confirm.
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Invoice And Chase Late Payments
It prepares invoices from approved time and drafts reminders for overdue ones. Sending waits for your OK.
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Watch The Scope
It compares new client requests with the statement of work in the project folder and flags what falls outside it.
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Book Client Sessions
It offers times from your calendar and books the session once the client picks one.
Ask In Your Own Words
Type it in a project chat, or send it from your phone. Your agent does the work and reports back in the thread.
- Draft a proposal for Meridian Health based on the Harbor Clinic one, with the three phases we discussed Tuesday.
- Write the recap from this morning’s call with Jenna: decisions, owners, next meeting date.
- Fill my Harvest timesheet for this week from my calendar. Ask me about anything you can’t place.
- Prepare October invoices for Fenwick and Atlas from approved hours, and hold them for me.
- Fenwick asked for a second training session. Is that in the SOW?
- Which invoices are more than 30 days late? Draft polite reminders.
The Plan That Fits
Built for one person running their own practice; move to Team when you bring in associates.
Personal
$10/mo
For 1 person and 5 AI agents. Try it free for 30 days, no card. Your agents run on your own AI plan.
Questions From Consultants
Can it do research for my deliverables?
It can gather and summarize sources you point it to and draft sections. The analysis and recommendations are yours to check and own.
Which invoicing tools does it use?
Any you use in a browser, like QuickBooks, FreshBooks, Xero or Stripe, with your own login.
Does it keep clients separate?
Give each client a project with its own folder and log, so notes and files don’t mix.
Can it join client meetings?
You can invite your agent to a calendar event, and Octopus Prime meetings come with a transcript and summary written by your own AI. Ask the client before you record.
Do I need to change my tools?
No. It signs in to the apps you already use with your login, kept in the Vault.
Does my agent see my passwords?
No. Your logins stay in your Vault, a safe your agents can use but never read. You connect each app once at Settings › Connections and choose which agents can use it, and you can remove that access at any time.
Hand the busywork to your agent. You stay in charge.
From $10/month 30 days free No credit card
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