Secure AI Agent · Consulting
AI applied to
your consultancy's delivery
A specialist configured to protect the signed scope, track logged hours, check deliverables before the client sees them, and keep the account growing.
Companies that trust UPX
Capabilities
What the Consulting Agent
can do
Main areas of work for the Consulting AI Agent in your operation.
Scope protection
Compares what is being delivered with what was contracted.
Time tracking
Identifies unlogged hours and what fell outside billing.
Deliverable check
Verifies consistency, standards, and completeness before partner review.
Project health
Shows deadline, effort consumed, and margin per project.
Account opportunities
Flags recurring requests that could become new scope.
Client memory
Organizes decisions, assumptions, and history for each account.
Skills
Capabilities that compose the specialist
Skills add specific capabilities to the Secure AI Agent according to the processes it needs to execute.
- Scope control
- Compares delivery and contract and flags what exceeds it.
- Time analysis
- Flags missing entries and unbilled hours.
- Consistency review
- Checks the deliverable's standards and completeness.
How it worksFrom scope to invoice,
From scope to invoice,
with review at every step
Connect your tools, define what the agent can do, and let the follow-up happen within your consultancy's limits.
- Connect project and time management
- The agent works where the project is already recorded.Connect the project tool, the time tracker, and the contract base so the Secure AI Agent has access only to what it needs to follow each account.
- Ask for the work
- Talk to the agent in natural language.Request project health, unbilled hours, or a deliverable check through the available channels. The agent understands the context, applies the configured skills, and follows the firm's rules.
- The agent flags. The partner decides.
- From follow-up to decision, with control.The agent compares, flags, and organizes within the defined permissions. Issuing invoices, negotiating change orders, and signing deliverables stay with the responsible partners.
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Integrations
Connected to the tools your consultancy already uses
The Consulting AI Agent can query your projects and run tasks in the systems your team already uses.
Asana ClickUp 
Flow
What goes in,
what the agent does, and what comes out
From the raw time entry to a project overview, following your consultancy's rules and permissions.
Inputs
- Time entriesCSV
- Project contractPDF
- Deliverable in reviewDOC
Processing
Secure AI Agent
Processing the task
- Read
- Compare
- Checkrunning
- Prepare
Skill appliedRules verified
Output
Completed
Overview prepared
- Unbilled hours listed
- Scope creep flagged
- Deliverable checked
Control
You define how far the Agent can act
Different actions can operate with different autonomy levels, always within your consultancy's rules.
- 1
Query
Reads projects and contracts and answers with the reference.
- 2
Prepare
Flags scope deviations and pending hours.
- 3
Request review
Waits for validation from the responsible partner.
- 4
Execute
Performs the action within the defined limits.
Levels are configured per type of action, according to each company's policy. Issuing invoices, approving change orders, and releasing deliverables to the client always stay under human approval.
Get started
Put a Secure AI Agent to work.
Start on the platform or choose the plan that fits the pace of your operation.
Security and compliance
Security that can be verified.
Certifications and attestations
UPX maintains SOC 2 Type II and ISO 27001, with independent audit over its information security controls.
Privacy and regulation
- LGPD
- Operations follow Brazil's Law 13.709/2018. In AI Agent contracts, UPX acts as data processor; the legal basis remains with your company.
- Zero Data Retention
- A product policy, not a certification: with compatible providers and configurations, processed content is not retained after execution.
- Retention and deletion
- The retention policy is defined by contract. Once the contract ends, data is deleted within the agreed period.
Frequently asked questions
Common questions about the Consulting Agent
What consultancies usually ask before putting an agent to support the operation.
Does the agent issue invoices?
Not by default. It flags unbilled hours and what exceeded the contracted scope. Issuing the invoice and negotiating change orders stay with the partners.Does the check replace partner review?
No. The agent verifies consistency, standards, and completeness before the material reaches review, cutting rework. Technical judgment and signature stay with the responsible professional.How does it identify scope creep?
The agent compares delivered requests with what is in the contract and flags when the team started delivering beyond plan, with the history that supports the conversation with the client.Does it help grow the account?
The agent flags recurring requests that are currently absorbed without billing and could become new scope. The commercial decision stays with the team.Is client data used to train models?
No. Content processed by Secure AI Agents is not used to train UPX models or third-party models.Can we audit what the agent did?
Yes. Every action is logged: what was queried, what was proposed, when, in which system, and under which permission. The history stays available for review and auditing.How long does it take to go live?
It depends on the tools involved. The starting point is connecting project management and time tracking, then expanding the scope as results come in.
Secure AI Agent
Bring a Secure AI Agent to your consultancy
Talk to our specialists and see how to adapt this AI Agent to your processes, systems, and needs.