The Challenge
A consulting firm with 15 employees was drowning in administrative work. Client intake forms were processed manually, meeting scheduling required back-and-forth emails, weekly reports were assembled by hand, and no one had a clear picture of project status without asking around.
Our Approach
We implemented a multi-phase AI onboarding:
- Client Intake Automation - New inquiry forms are processed by AI, key data is extracted and populated into their CRM, and an intake summary is generated automatically
- Scheduling Automation - AI coordinates meeting times by reading availability and sending calendar invites, eliminating the email ping-pong
- Report Generation - Weekly client reports are auto-generated from project management data, requiring only a quick human review before sending
- Status Dashboard - A lightweight dashboard aggregates project status from multiple tools, giving leadership real-time visibility
The Results
- 20 hours/week saved across the team on administrative tasks
- Client onboarding time reduced from 3 days to same-day
- Weekly report preparation dropped from 4 hours to 30 minutes
- Team morale improved as employees focused on client work instead of admin
- The firm took on 3 new clients without adding headcount
What the Client Said
“Codulent didn’t just automate our tasks - they helped us rethink how we operate. We’re a leaner, faster firm now.”