Wilard helps companies and partner firms improve how work gets done: value creation, business process improvement, strategic procurement and negotiations. We also set up small AI agent teams that help consulting and coaching firms stay organized on client engagements - starting with one engagement, with a person approving anything that goes out.
See Consulting Services Explore AI Back Office
One firm. Two practices. The same practical, structured approach.
Value creation, business process improvement, strategic procurement and sourcing, and negotiations - for Fortune 500 companies, private equity and startups.
See Consulting ServicesPer-client agent pods, a weekly partner digest, and written rules that keep client data separate and people in charge of every send.
Explore the AI Back OfficeBoutique firms spend too much time on email, calendars, files and drafts. Agents can take a first pass so your team keeps its attention on the client. You stay in control.
Watches email, calendar and Drive. Flags what needs a reply and keeps deadlines visible.
Pulls decks and files, drafts documents and does first-pass research - ready for your review.
Runs quality checks, tracks open items and keeps the pod coordinated.
A 30-day pilot on a single live client. Expand only if it helps.
Agents draft and organize. A person approves every outgoing email or message.
The model comes from pods we already run on live engagements - not from a lab demo.
Let’s schedule a short conversation to see how we can work together.
