Give one consultant the execution power of an entire team—capturing decisions, advancing open items, and delivering work using ai running locally or on your firm's infrastructure.
Consultants are being asked to use AI on the work they are least able to expose.
Implementation decisions.
Configuration evidence.
Meeting transcripts.
Client emails.
Commercial commitments.
Generic AI tools ask you to move that context into someone else’s environment.
ConsultOS moves the agent into private infrastructure you control.
Calendar
Client email
Meetings
Oracle
Private compute boundary
ConsultOS
Waiting for approved context
Meeting briefReady
Decision recordReady
Configuration evidenceReady
Public cloudOff
Only the sources you approve enter.
Calendar, selected email, meeting context, and Oracle activity pass through explicit gates. Everything else stays outside.
Per-source permission
Visible processing location
Revocable at any time
The working boundary stays private.
The agent and project memory run on your machine. Model inference can stay on the device or run on any private compute your firm approves.
Agent process on your machine
Project memory on your machine
Model inference in private compute
The work comes back ready to move.
ConsultOS turns captured context into decisions, evidence, follow-ups, and client artifacts without sending the project to a generic AI workspace.
Meeting brief prepared
Decision record updated
Configuration evidence linked
Private compute, wherever your firm controls it.
Run models on the device in front of you or on private infrastructure your firm controls. As local models and hardware improve, ConsultOS carries those gains forward.
Every route is visible. Every source is reversible. Local operation is the default.
SourceAccessProcessingState
Project calendarRead approved eventsOn device
Client emailSelected foldersOn device
Oracle browserActive sessionOn device
Cloud model routePrompt contextExternal
The harness stays. Private compute is your call.
Inside your private boundaryOn-device processing
ConsultOSAgent harness
Runs today’s capable local models, including firm-tuned ones, and the ones that come next.
Trust boundary
Optional external routesOff by default
Cloud models are available only when you deliberately enable them.
This device selected. Model inference and project context remain on it.
One project record. Always moving forward.
An illustrative project record, not a product screen.
Prepare the meetingPREP / 001Meeting brief
Oracle HCM design workshop
ConsultOS assembles project history, unresolved decisions, and the questions that need answers before the client session begins.
Capture decisionsDEC / 014Decision record
Absence approval routing confirmed
The meeting conclusion, owner, rationale, and affected requirement are captured while the consultant remains focused on the conversation.
Preserve evidenceCFG / 028Configuration evidence
Absence accrual rule preserved
The Oracle task, relevant configuration, and supporting evidence are linked to the decision that required the change.
Build the briefOUT / 007Client project brief
Design decisions and next actions
Captured work becomes a reviewable client artifact with decisions, open items, configuration evidence, and clear ownership already assembled.
What one consultant learns, the whole firm keeps.
Every consultant builds a private knowledgebase as they work. The learnings that matter distill into the firm’s shared brain.
HCM leadIndividual knowledgebase
Payroll leadIndividual knowledgebase
Integrations leadIndividual knowledgebase
Distilled learnings
Firm shared brain
Every consultant draws on it from day one
Distilled practice knowledge moves up. Client-confidential context stays inside each engagement.
The firm scales. The payroll doesn’t.
ConsultOS changes the unit economics of delivery work.
More contracts, same headcount.
Take on additional client engagements without growing the bench. Revenue scales while employee costs stay flat.
More projects per consultant, no burnout.
Consultants carry more engagements at once, without deliverable quality slipping, because preparation, capture, and follow-through stop consuming the calendar.
Experts reach further. New hires bill sooner.
Your best people guide more projects in parallel, and new consultants work inside the firm’s captured knowledge from their first week.
Better implementations, more referrals.
Decisions, evidence, and deliverables stay complete on every project. Quality rises, and satisfied clients become your next references.
Power without custody is not enough.
Enterprise consultants need both: an agent capable enough to change how they work, and a deployment model responsible enough for sensitive client context.
Local is a working mode, not a privacy badge.
Every source is approved by the consultant.
Cloud capability never becomes cloud dependency.
The consultant retains judgment and accountability.