AIVA for Consultants
Every client,every deliverable, on track.
Juggling multiple clients means multiple inboxes, meeting cadences, and deliverables — each with its own context. AIVA keeps every engagement straight, preps your meetings, and makes sure no client deliverable or follow-up slips.
What AIVA does for you
Multiple clients, zero dropped balls.
Keep each engagement straight
AIVA holds the context for every client — the people, the threads, the deliverables, the cadence — so switching between them doesn’t mean losing the thread.
Prep every client meeting
Before each call, AIVA assembles the attendees, the last conversation, the open deliverables, and the relevant docs.
Track deliverables
What’s due, for whom, and by when — with reminders timed so you deliver early, not apologetically late.
Never miss a follow-up
Proposals awaiting a yes, invoices unpaid, scopes to confirm — AIVA drafts the nudge and keeps the relationship warm.
Why it matters
What changes when AIVA has your back.
Every engagement, on track
AIVA keeps each client’s context, deliverables, and cadence straight — so switching between them never means losing the thread, and nothing is delivered late.
- Per-client deliverables and deadlines tracked
- Reminders timed to deliver early
- Account reviews in seconds
Working
- Scanned inbox & calendar
- Flagged what needs you
- Drafted the follow-ups
Client-ready, with your sign-off
Proposals, follow-ups, and cover notes are drafted and held for your approval. AIVA keeps the relationship warm; you decide what goes out.
- Proposals and invoices followed up
- Every message approved by you first
- Professional, never automated-feeling
Approval needed
AIVA drafted a reply to the investor. Send it?
Walk into every meeting ready
Before each call, AIVA assembles the attendees, the last conversation, the open deliverables, and the relevant docs — so you’re prepared without the scramble.
- Auto-assembled meeting briefs
- Client history at your fingertips
- No last-minute prep
Remembered
Example prompts
Try saying
What’s due for each client this week?
Prep me for the 2pm with Acme — last thread and open items.
Draft a follow-up on the proposal Acme hasn’t signed.
Which invoices are outstanding and how late?
Summarize where every active engagement stands.
Remind me to send the deliverable a day before it’s due.
What it stays on top of
Nothing slips.
Client context
People, threads, and history per engagement.
Meeting prep
Assembled before every client call.
Deliverables
Due dates tracked with lead-time reminders.
Proposals & invoices
Followed up until signed and paid.
Follow-ups
Every client kept warm.
Permission model
You stay in control of every consequential action.
Read-only work happens silently. Anything that changes the world waits for your approval — and destructive actions always ask prominently.
Common workflows
A day with AIVA.
Per-client brief
AIVA keeps a live picture of each engagement — what’s due, what’s waiting, what’s overdue — so account reviews take seconds.
Deliverable watch
Every deliverable on the calendar with a reminder timed to your real turnaround, plus a draft cover note.
Pipeline follow-through
Proposals and invoices tracked to signed and paid, with the follow-up drafted and ready.
Without your approval, AIVA won’t
No surprises.
These never happen on their own. AIVA drafts and asks; you decide.
- Send any email to a client
- Schedule, move, or cancel client meetings
- Delete engagement records
Local-first notes
Your data, on your machine.
Client context lives in AIVA’s on-device apps; in Local mode nothing leaves your Mac.
OAuth tokens are encrypted locally and revocable per connector.
Outbound client communication is always drafted and approved by you first.
Works across your apps
The tools that power this.
Connected app
AIVA for Gmail
AIVA reads the threads that matter, drafts replies in your voice, tracks the promises buried in your email, and follows up so nothing quietly dies in your inbox. It only sends after you say so.
Built-in app
AIVA for Calendar
Beyond your Google Calendar, AIVA keeps its own event timeline — the things it’s tracking on your behalf — with categories, statuses, notifications, and links to the contacts and tasks each event belongs to.
Built-in app
AIVA for Contacts
AIVA builds a deduplicated contact book from your email, calendar, Slack, and GitHub — with relationship context, identities across channels, and the history that makes “when did I last talk to Sam?” a one-line answer.
Connected app
AIVA for Email
Not on Gmail? Connect any provider over SMTP/IMAP — Fastmail, Migadu, ProtonMail bridge, self-hosted — and AIVA reads, drafts, and sends with the same approval-first care. It can even run its own mailbox on your behalf.
Connected app
AIVA for Notion
AIVA searches the pages you’ve shared with it, reads them as clean Markdown, and updates titles or bodies on request — inserting, appending, or replacing only after you approve.
Get started
Ready when you are.
Create your account on the web — it carries straight into the Mac app.