Solutions · Consulting firms
Keep every client relationship and project lesson — even when consultants move on.
Your best proposals, the reasons a phase slipped, what a client’s procurement team really cares about: it is all in email. Correly turns it into a client history and a project knowledge base the whole firm can use.
The problem
What gets lost today
Knowledge walks out the door
When a consultant leaves, their client relationships and project experience leave with their inbox.
Bids start from scratch
Finding a comparable past project, its scope and its price means asking around and digging through old threads.
Silos between teams
One team’s lessons from a client never reach the team pitching to that client next year.
How Correly helps
What you get
Client relationship graph
Every contact, decision-maker and project per client, with the full communication history behind it.
Project knowledge base
Payment patterns, negotiation positions and lessons learned, distilled from several threads and cited to the source emails.
Faster onboarding
A new consultant reads an AI summary of the client and the project instead of six months of email.
Bid support
Ask for similar past projects, their proposals and quoted fees — in plain language.
Template
Objects ready on day one
Applied in one click; every object and field can be changed afterwards.
Proposal
client · project · status · fee · submitted on
Workstream
project · lead · status · start / end
Deliverable
project · workstream · due date · status
Ask
Questions your team can ask
What did we quote for similar supply-chain diagnostics?
Which clients have we not heard from in two months?
What did Northwind push back on in the last contract?
See Correly for consulting firms
See Correly on realistic sample data in 30 minutes — or on a sample of your own mail, if you prefer.