AI Agents and Custom Solutions

Our Platform. Your AI Agent.
Get The Job Done.

We've built hundreds of AI Agents and customizations.
Are you ready for more?

Custom solutions starting at $999

Book a discovery call → See the difference ↓
★
Assignment streak
+250 pts earned
Maya's Portal
Welcome back,
Maya Bryant
12 Colleges
84% Complete
920 Points
Pitt essay draft Due in 3 days
Recommendation requests Done ✓
Application readiness 45%
On Track Writer Streak ×7
⟲
Auto-synced from CRM
New client onboarded
What we build

Custom builds from our client portfolio.

AI Agents
After a Zoom meeting, the agent reads the transcript and gets to work in your voice — everything lands in CounselMore as a draft for your one-click approval.
CounselMore Agent Meeting processed
3 action items 2 schools 1 essay topic
Live
Account ⌄
Dashboard Light Horizons
Today's Priority Summary
5 New
✉
Follow-up email to Sofia R. Drafted in your voice from today's meeting
Draft
✓
3 new assignments for Sofia R. Tulane supp · Common App · testing plan
Pending
🏫
Add school to list for Sofia R. + Northeastern · − Lincoln State
Pending
Custom Student Portal Dashboard
Surface a family's top action items, their readiness score (as you define it), and upcoming meeting times — all under your logo, colors, and voice.
Everton Strategy
Dashboard Tracker Essays
Welcome back, Sofia.

You're on pace. Here's where you stand this week.

84 %
Readiness score
Top action item
Pitt supplemental — first draft due in 3 days
One more pass on the closing paragraph and you're in great shape.
Personalized Assignment Views
Show families the road ahead their way — a roadmap, visual tiles, or a Gantt chart. Birds-eye confidence; drill down on what matters right now.
Cedar Path
Your plan Library

Jordan's senior year, mapped.

A clear path from list-building to enrollment — with check-ins built in along the way.

List built
Jun
Drafts done
Jul
Essays complete
Nov
RD submit
Jan
Decisions
Apr
This week Tulane supplemental · final review
Next week Coach Hall rec letter · follow-up
In 3 weeks Common App lock-and-submit
Assignment Gamification
Students earn badges or points for timely completion. Redeem points for prizes, or surface where they rank on an anonymous leaderboard. Make the process feel like a game they want to win.
Vanguard Counsel
My rewards Tasks
1,240 pts
Earned this season
★ On Track ✎ Wordsmith ⚡ Streak ×7 ◇ Early Bird
500 pts · Starbucks gift card
1,500 pts · SAT prep voucher
This week · anonymous
01 Anon. Cardinal 1,840
02 Anon. Falcon 1,510
03 You 1,240
04 Anon. Otter 1,180
05 Anon. Heron 980
Sell Your Products
Families purchase a package and their portal automatically unlocks the right tabs, tools, and assignments. Seamless upsell. Zero manual setup. Pure scalability.
Atlas Advisors
My plan Packages
Purchased
Senior Year Complete
Package · $14,500
Full college list build-out, app tracker, 8 essay reviews, and monthly strategy calls.
Provisioned in 4 seconds
→
Portal unlocks
✓ App Tracker live
✓ Essay Reviews 8 left
✓ Strategy Calls monthly
✓ College List build
Smart Auto-Reminders
Send a reminder three days before a deadline, the day after it passes, or any timing you choose — with copy written in your voice. Stay top of mind without lifting a finger.
Bryant Consulting
Automations Templates
Trigger rules
3 days before due 9:00 AM
Morning of due date 7:30 AM
1 day after missed 10:00 AM
Signed by you. Copy in your voice. Edit anytime.
M
Mariana from Bryant Consulting [email protected]
Northwestern ED — five days to go, Devon.
Hi Devon — quick check-in: your Northwestern ED1 application is locked and loaded except for the Why Northwestern essay. One more pass on it Thursday and we're set for the Tuesday deadline.
— Mariana

Standard vs. Custom Student List.

Two practices. Same credentials. Same results. One shows families exactly what premium looks like.

Default student list
Default student list view
Custom student list
Custom-branded portal example

Your CRM. Our platform. One flow.

Autogenerate complete client records in CounselMore from any CRM the moment a new lead converts. No copy-pasting. No missed details. Just a seamless pipeline from prospect to enrolled student.

Zoho
Dubsado
Kajabi
ActiveCampaign
+ Whatever CRM you choose, it works.
How it works

From idea to live in four steps.

01
Discovery call

We learn your practice, your students, and the experience you want to create. No jargon, just listening.

02
Scoped proposal

You receive a clear, itemized proposal — what we'll build, how long it takes, and exactly what it costs.

03
Build & preview

Our team builds your customizations. You review, give feedback, and approve before anything goes live.

04
Launch & support

Go live with confidence. We're here for questions, tweaks, and whatever comes next as your practice grows.

The families we work with are making life-changing decisions. Their portal should feel like it was built just for them — because now, it is.

The CounselMore Promise
100%
Built on your account
∞
Possibilities
1
Team you trust

Ready to build your
dream platform?

You've already chosen the best college consulting platform. Now let us make it unmistakably, powerfully, yours. Book a free discovery call — no commitment, just possibilities.

Book a discovery call → See the difference ↑