Shared Platform Features
Many AtlasOS features work identically across all verticals, including Consulting Firm. Rather than duplicating that documentation here, this page provides direct links to the relevant guides.
Smart Inbox
Route emails to the correct engagement, auto-generate tasks from client correspondence, and manage follow-ups from a single view.
AI Advisory
Use Atlas Chat for AI-powered assistance with research, drafting, and data analysis.
Practice Administration
Configure your practice profile, manage team members, set up roles and permissions, and customise your branding.
Dashboard
View practice-wide metrics, engagement performance, and key indicators at a glance.
Client Portal
Provide clients with secure access to deliverables, invoices, and progress updates.
Chat
Internal team messaging organised by engagement or topic.
All shared features respect the Consulting terminology mappings. Where the accounting docs refer to "Projects", your interface will display "Engagements". The functionality is identical.