For consulting and advisory teams

Your engagement context. Your firm’s approach. One AI workspace.

Delegent is an AI workspace for consulting firms. It brings meetings, emails, notes and files together by engagement, applies your firm’s templates and methods, and drafts reports, presentations and Excel workbooks you review before they reach the client.

Spend less attention setting up the next task

Consulting work moves between conversations, decisions and deliverables. Delegent keeps project context in the workspace where the team and AI work, so the next request can build on the information already collected.

Turn the context into work you can review

Use the engagement’s notes, files and decisions to prepare a draft. Apply your firm’s instructions and templates, then check the output before it reaches the client. Your judgment, recommendations and sign-off remain yours.

Use it with the AI you already have

Delegent connects over MCP to Claude, ChatGPT and Microsoft Copilot, and is an official Codex plugin. Those assistants can read cited engagement context and save notes, decisions and tasks back, so the team works from the same project knowledge in any of them.

Compare your options

Compare Delegent with Copilot Cowork, Codex, Notion AI and OneNote around the consulting workflow your firm actually needs.