EPiC Consultant Assistant

What it does

Admin eats a consultant's week. There is the inbox to get through, invitations to answer, write-ups after every meeting, backlogs to build from workshop notes and run sheets to prepare. None of it is the client work you're paid for.

EPiC Consultant Assistant runs in the Claude desktop app on your computer and takes that admin off you. You ask in plain words, it does the work and shows you what it did, so you spend more time with clients.

Who it is for

Independent consultants, coaches and contractors who work across several clients from their own mail and calendar.

If your week fills up with replies, invitations, meeting write-ups, backlogs and run sheets, it takes that work off you and leaves you the work that needs your judgement.

Key features

• Inbox drafts

  It reads your recent mail, lists what needs you, and puts reply drafts with your signature in your mailbox for the ones you pick. It never sends, and never archives, deletes or labels unless you ask.

• Scheduling

  It answers invitations, finds a time, and books and moves meetings on your own calendar. It acts without asking only when you're free and the time is inside your business hours, and asks first otherwise. It always tells you what it accepted, declined, created or moved.

• Meeting transcript summaries

  Give it a transcript you already have, as pasted text or a file. It gives you the decisions, the actions (with an owner and due date only where they were stated), open questions and things to check, and offers follow-up emails as drafts.

• Backlog builder

  From notes, workshop output or a Jira export, it writes epics and stories with plain-language acceptance criteria. You get a CSV in Jira's import shape plus a readable copy.

• Review this

  It reviews a deck or document against plain-English rules and gives an overall mark, then the most important fixes first, each with where it is, what is wrong and a suggested fix. It changes nothing unless you ask.

• Workshop run sheet

  It agrees the purpose, people, length and outcomes with you, then makes a timed run sheet with facilitation notes.

• Your brand, and each client's

  Decks and documents such as letterheads are built in the right client's style, every time you ask for a pack.

How install works

You set it up yourself, with written instructions and an install video from EPiC.

1. 1Buy it. After purchase, you're sent a link to download the install file.
2. 2Add it to the Claude desktop app, following the written instructions and the install video.
3. 3Say "set me up". It asks your name, time zone, business hours and signature, and checks your mail and calendar are connected.
4. 4Tell it your brand style, and each client's. Each client's style is saved in that client's folder.
5. 5Ask in plain words: "check my inbox", "find a time with…", "summarise this meeting", "build a backlog", "review this", "prepare a workshop".

Benefits for your team

• You approve before anything goes out

  Replies are drafts in your mailbox. It never sends an email: you check it and send it yourself.

• Meetings only inside your hours

  It books on its own only when you're free and inside your business hours. Anything else, it asks you first.

• Owners and dates only where stated

  Transcripts and notes are treated as information, never instructions. A summary gives an owner and due date only where they were stated, and lists things to check.

• File in, file out backlog

  It never connects to a client's Jira and never imports. You get a file, and you decide what goes in.

• Your settings stay on your computer

  Your name, hours, signature and brand styles are kept on your own computer.

What it does not do

• Timesheets or time tracking
• Expense claims
• Client status reports
• Sending email. Replies are drafts you send yourself.
• Recording or transcribing meetings. It works from a transcript you already have.
• Connecting to your clients' Jira, Miro or other tools