Consulting is, at its core, a profession built on conversation.
Every engagement unfolds through hundreds of hours of dialogue.
You meet with clients to understand their real problems.
You interview experts to uncover valuable new information.
You work through analysis with your team in meeting after meeting.
And when the work is done, you walk into a room and defend your recommendations.
Constant communications and back-to-back meetings take a real physical and mental toll on consultants. But in order to capture useful information and create stronger consulting reports, they need to stay focused throughout every conversation.
After conversations end, there is more: organizing notes, sorting findings by theme, and weaving them into analysis. This hidden processing work often stretches deep into evenings and weekends.
This is where Echo comes in.
Echo is an AI note taker built to process information from conversations and handle the post-conversation work that follows.
It captures conversations, transcribes them, and delivers structured summaries with clear insights.
With its built-in AI agent, Alivia, Echo can help complete post-conversation work such as drafting emails, sending follow-ups, setting calendar alerts, syncing updates in Slack, creating documents, and more.
Echo streamlines consultants' workflows, making demanding work more manageable.
How Echo Changes the Consultants' Workflow
At every stage of a consulting engagement, Echo plays a role.
Project Kickoff
The first client meeting sets the trajectory of the entire project.
When you are managing a notepad during the meeting, you are dividing your attention.
Clients pay for more than analytical capability. They pay for your attention and trust. If you are busy taking manual notes, you risk missing something important — and the client may feel it.
With Echo, you can record the full discussion while staying focused on the person across the table.
After meetings, Echo delivers a structured summary that makes key project details instantly clear, including the background, business problems, objectives, timeline, deliverables, and action items.
Before the next meeting, you can review what was said in seconds.
Expert Interviews
Information gathering is one of the most critical parts of consulting.
You interview employees, industry veterans, vendors, users, and other relevant experts for hours to understand the market, validate assumptions, and uncover insights that rarely appear in public research.
In the traditional workflow, you may need to send invitations one by one, schedule meetings, conduct interviews, take notes, and then manually extract conclusions afterward. Much of this work relies on manual effort and constant switching between apps.
With Echo, that workflow can change. Its built-in agent, Alivia, integrates with multiple third-party apps you already use, so you can complete most of this workflow in one place.
You can upload an expert list into Echo's knowledge base and ask Alivia to help build interview contact lists, extract contact information, draft personalized outreach emails, polish the message, and send them directly.
Once experts reply with their availability, you can ask Alivia to schedule the interview on Zoom or Teams. Echo can then join the meeting as a virtual bot, record the discussion, and generate a transcript and summary afterward.
More importantly, Echo offers a specific transcription "Highlights". It marks key moments during the conversation and presents expert interview content in a clear question-and-answer format, making both the questions and expert responses easy to review at a glance. You can also click on to play back that part of the conversation directly.
This significantly reduces the time spent cleaning up interview notes, allowing you to spend less time on manual processing and more time on high-value thinking.
Information Analysis
After information from expert interviews and other research sources has been collected, the real intellectual work begins: building a framework and forming a judgment.
This is where Echo's AI agent, Alivia, becomes a genuine partner.
You can upload all your research materials to the built-in knowledge base, select previous meeting summaries, and work through your analytical logic with Alivia — letting it organizes your structure, surfaces contradictions across sources, or tests your assumptions.
Think of it as an always-available junior consultant who has absorbed every interview and document in the project.
When ideas are ready to share, Echo's third-party integrations let you push findings to team members via email or slack, or export them directly to Google Docs.
Team Meetings
Consulting is collaborative.
Daily team check-ins, hypothesis reviews, and pre-client preparation meetings all generate decisions and action items that are easy to lose track of.
Echo ensures every internal discussion is documented, so nothing falls through the cracks and everyone, including those who could not attend, stays aligned.
Your colleagues missed the meeting? Just tell Alivia, and it can send the meeting summary directly to a colleague's Slack.
Want to set a follow-up meeting? Just tell Alivia, and it can book the meeting in Zoom or Teams.
A task came with a deadline? Just tell Alivia, and it can add a reminder to Google Calendar or Asana.
The administrative work that usually fragments the hours after meetings can now be handled by Echo and Alivia.
Client Updates
Client updates are often among the most stressful parts of a consulting engagement.
You need to present progress, discuss interim conclusions, respond to client challenges, and capture any new ideas, concerns, or changes in direction raised during the discussion.
These moments often contain critical details that determine how the project should move forward.
Echo helps you capture all of it. When it is time to revise the deck, update the model, or adjust the project direction, the team works with a reliable recording. That means fewer misunderstandings and faster turnaround.
Final Delivery
At the end of an engagement, you need to deliver a final consulting report.
Echo continues to support you at this stage.
With all the conversation recordings and project files integrated into Echo, it has already become your second brain.
You can ask it to draft report sections, build presentation outlines, and generate a first-cut deck. Then, you can keep asking Alivia to refine it until you are satisfied. Completed files can be uploaded directly to Google Drive or OneDrive with a simple command.
The full arc — from kickoff conversation to final deliverable — can run through a single platform.
What Changes When Echo Is in the Room
More Presence in the Conversation
Put Echo Pro on the table or wear Echo Mini with a lanyard. You do not need to reach for your phone or open your laptop during the conversation.
For consultants, maintaining eye contact, listening actively, and showing genuine engagement are not small details. They are part of how trust is built with clients and experts.
Echo removes the technology barrier between you and the clients.
Higher Work Efficiency
The time spent manually organizing meeting notes and extracting insights can be greatly reduced. You can spend less time on manual follow-up work and more time on strategic thinking — which is what clients are actually paying for.
An Exclusive "Second Brain"
Echo supports custom templates, so every meeting type — client kickoff, expert interview, team decision meeting, and more — generates output in a consistent, immediately usable format.
Over time, as more conversations accumulate, Echo becomes something more than a note-taking tool — it becomes an institutional memory.
Client concerns, expert perspectives, team decisions, past project context: all of them become traceable.
An All-in-One Work Platform
From the first kickoff meeting to the final deliverable, Echo follows the entire project lifecycle.
In one place, with connections to the third-party tools you already use, Echo can help complete much of the work that happens between meetings, reducing the time spent switching between different tools.
Investment firms, including Temasek, have integrated Echo into their expert interview workflows, reducing manual effort by 70% and improving knowledge extraction efficiency by 80%. For consultants operating under similar information density, those numbers translate directly into time reclaimed for higher-value work.
Consulting's competitive edge comes from analytical rigor, sharp communication, and the ability to keep learning across every engagement. The administrative burden of managing all that conversation should not get in the way.
Bring Echo Mini or Echo Pro to your next project — and bring your second brain into the room.
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