Built for solo consultants and boutique firms

Your consulting
business, on autopilot.

Clone is the AI that runs your consulting practice end to end. Invoicing, follow-ups, CRM updates, reporting. Just tell it what you need in plain English. It uses the tools you already have. No new software to learn.

Watch 60s demo
Runs on your computerWorks with any appNo new tools
clone · consulting workspace
Set up a dashboard where I can monitor all my clients.
Dashboard created. 4 clients synced.
Issue all my client's invoices.
4 invoices issued and sent.
Export all my Zoom transcripts to the CRM.
12 transcriptions exported to CRM.
Clone is ready for your next task

Demo

See Clone run a consulting business

Watch Clone set up a client dashboard, issue invoices, sync Zoom transcripts to a CRM, and send follow-up emails, all from four plain-English instructions.

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Drives the tools you already use

GmailGoogle DocsGoogle SheetsZoomNotionHubSpotPipedriveQuickBooksFreshBooksStripeCalendlySlackAirtableDocuSignGmailGoogle DocsGoogle SheetsZoomNotionHubSpotPipedriveQuickBooksFreshBooksStripeCalendlySlackAirtableDocuSign

Features

Every back-office task,
handled before you ask twice.

Clone takes over the repetitive operational work that clogs a consulting practice. Finding clients, delivering engagements, closing them out, and running the business in between.

Invoicing on autopilot

Clone reads your time tracker, applies the right rate per engagement, generates branded invoices in QuickBooks or FreshBooks, and chases late payments with polite follow-ups you approve once and forget.

Works across hourly, retainer, and fixed-fee models. Handles late fees, partial payments, and multi-currency.

Client onboarding in minutes

Drop a signed proposal into a folder. Clone provisions the shared workspace, drafts the kickoff agenda, books the call on your calendar, sends the welcome email, and files everything in your CRM before your coffee is done brewing.

Pulls from your proposal templates and existing client taxonomy. No rigid workflows.

Zoom calls to CRM, automatically

Every client call gets transcribed, summarized by outcome, tagged by project, and logged against the right contact. Next steps turn into tasks. Decisions turn into memos. Nothing important slips through the cracks.

Integrates with tl;dv, Fireflies, Otter, or your native Zoom transcripts.

Follow-ups that feel personal

Clone drafts follow-up emails for every client using your voice and the context of your last conversation. You review, you tweak, you send, or you let it send on a schedule. Template fatigue, gone.

Learns your tone from past emails. Respects your opt-outs and do-not-contact list.

A dashboard you never had to build

Ask for a client health board and Clone assembles it from your Sheets, CRM, and invoicing tool. Pipeline, utilization, outstanding invoices, upcoming renewals, all in one place. Refreshed every morning.

Reports live in Google Sheets or Notion. Export to PDF for client updates in one click.

Hours back every week

Solo consultants report reclaiming 10 to 15 hours a week within the first month: less admin, more billable focus, and a business that actually runs when you take a Friday off.

Average ROI in the first 30 days: 11x based on reclaimed billable hours at typical consulting rates.

How It Works

Four habits.
A business that runs itself.

01

Tell Clone what you need

No workflow builder. No drag-and-drop automations. Just type what you want, the way you'd ask a junior employee. Clone figures out which apps to open, which files to touch, and which data to pull.

You:  Set up a dashboard where I can
      monitor all my clients.

Clone  → Scanning HubSpot, Sheets, Stripe...
         Found 14 active engagements.
         Building client health board in
         Google Sheets.

Clone  ✓ Dashboard ready. Pinned to your
         bookmarks bar.
02

It drives your real apps

Clone operates your actual computer. It opens Gmail, fills in the CRM, edits the spreadsheet, clicks the invoice button. Same software your clients see when they get your work. No middleware. No brittle integrations to maintain.

Clone  Opening Gmail...
Clone  Drafting 4 follow-up emails using
       template: 'post-kickoff-checkin'
Clone  Personalizing each with notes from
       last week's calls.

  ▸ Sarah @ Acme — ready to review
  ▸ Daniel @ Nexora — ready to review
  ▸ Priya @ Holloway — ready to review
  ▸ Miguel @ Stellar — ready to review

You:  Send them all.
Clone ✓ Sent.
03

It learns your way of working

Clone picks up your voice, your formatting habits, your escalation rules, and the small judgment calls you make without thinking. After a week it feels less like a tool and more like a second version of you at the keyboard.

Clone  Noticed a pattern in your last
       12 kickoff emails:

       • You start with a personal line
       • You always attach the SOW PDF
       • You cc your assistant when the
         contract is above $10K

       Should I apply this template going
       forward?

You:  Yes, save it.
Clone ✓ Saved as 'default-kickoff'
04

It works while you don't

Clone runs on a schedule you set. Monday mornings it invoices. Fridays it files paperwork. Mid-engagement it nudges you about overdue deliverables. The business keeps moving whether you're in a call, on a flight, or taking the day off.

⏱  Every Monday 8:00am

  ✓ Pulled last week's billable hours
    from Timely
  ✓ Generated 6 invoices in QuickBooks
  ✓ Sent them to clients via email
  ✓ Logged outreach in HubSpot
  ✓ Drafted Friday retro in Notion

  4.2 hours of admin completed while
  you were asleep.

Comparison

What you get
vs. what consultants pay for.

Zapier needs you to wire every branch. HoneyBook locks you into their ecosystem. A good virtual assistant costs $3K to $6K a month and takes weekends off. Clone does the work of all three without the trade-offs.

CapabilityCloneZapierHoneyBookVirtual VA
Works in plain English
Uses the tools you already have
No workflow configuration
Works with custom or legacy apps
Runs 24/7 without breaks
Adapts to your voice and style
Data stays on your machine
No vendor lock-in
Scales with your client load
Set up in under 10 minutes
Typical monthly cost
$49
$49 to $599
$39 to $129
$3K to $6K

Consultants using Clone

Solo operators who stopped
running the business manually.

12 hrsreclaimed per week

I was about to hire a part-time ops person at $4K a month. Clone does the same work in less time, runs on weekends, and never forgets to cc finance. I got my Fridays back and my invoices go out on time for the first time in years.

Elena Voss

Independent strategy consultant

2xclients, same headcount

Our boutique firm was drowning in admin — CRM updates, Zoom transcripts, follow-ups, invoicing. Clone took it all off our plate in one afternoon of setup. We doubled active clients without hiring.

Jonah Reyes

Founder, Northlake Advisory

$0spent on automation tools since

The 'tell it in English' part sounds like a gimmick until you use it. I said 'renew every expiring engagement with a 5% increase and the standard thank-you note' and it actually did. No Zap to build, no template to wire up.

Priya Balakrishnan

Fractional CMO

How it fits together

No black boxes.
You own every layer.

Clone sits between your intent and your existing toolchain. It adds judgment and execution without replacing any app you already use or trust. Remove Clone and your business still runs, your data is still where it was.

You

Plain English instructions

Clone Planner

Understands intent, picks the right apps

clone

Clone Computer Agent

Reads the screen, clicks, types, scrolls

clone

Clone Memory

Your clients, voice, templates, history

clone

Your Apps

Gmail · Docs · Sheets · Zoom · CRM · Custom

Your Business

Invoices sent · Clients updated · Reports delivered

Clone layer (removable)
Your existing stack

Runs on your machine

Clone operates your desktop apps from your desktop. Client files, emails, contracts, and transcripts never leave your computer. Your engagements stay confidential by default.

Your workflows, your voice

Clone observes how you draft emails, format proposals, and close engagements, then mirrors that style. It's your working habits scaled, not a generic template library.

Tool agnostic by design

Clone uses the apps you already pay for. Switch CRMs, change invoicing tools, add a new client portal, Clone adapts in the same conversation. No re-wiring required.

Always reviewable

Every action Clone takes is logged and reversible. Preview drafts before they send. See every file it touched. Roll back an entire morning of work with one click if you need to.

Pricing

Less than one billable hour.
More than one full-time hire.

One week of reclaimed billable time pays for a year of Clone. Every plan starts with a 14-day free trial. Cancel in one click.

Most Popular

Solo

$49/mo

Everything a solo consultant needs to offload the back office to Clone.

  • Unlimited plain-English tasks
  • Runs on your Mac or PC
  • Drives Gmail, Docs, Sheets, Zoom, any app
  • CRM + invoicing integrations
  • Voice learning from your past work
  • Scheduled recurring tasks
  • Local data, private by default
  • Community support
Start free trial

Boutique

$129/seat/mo

For firms with a small team who want shared clients, playbooks, and rituals.

  • Everything in Solo
  • Shared client memory across team
  • Firm-wide playbooks and templates
  • Role-based permissions
  • Usage analytics and reporting
  • Scheduled firm-level rituals
  • Slack and Teams notifications
  • Priority support
Start free trial

Enterprise

Custom

For professional services firms with compliance and custom deployment needs.

  • Everything in Boutique
  • On-prem or private cloud
  • Bring-your-own-LLM (local or private)
  • SOC 2 Type II and audit logs
  • SSO and SCIM provisioning
  • Custom integrations
  • Dedicated success engineer
  • Procurement and security reviews
Talk to us

Hand off the busywork in 10 minutes.

Join the waitlist for Clone. Be the first to automate your consulting practice end to end. No credit card required.

10minfrom install to first task
11xaverage ROI in 30 days
0apps to replace