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Professional Services

Give your experts more time for client work.

Consulting, accounting, legal support and agency teams sell expertise, yet much of their week goes to searching, summarizing and formatting. We build AI that handles the preparation.

Book an AI Discovery CallSee an example workflow

Industry challenges

Where time and money leak

  • 01

    Non-billable preparation

    Research, formatting and document assembly eat into billable or client-facing time.

  • 02

    Knowledge that walks out the door

    Past work and expertise are hard to find and reuse.

  • 03

    Proposal workload

    Each proposal is assembled from scratch from past documents.

  • 04

    Long document reviews

    Reviewing contracts, reports and correspondence takes hours.

Relevant AI use cases

What AI can take off your plate.

Typical starting points. We confirm feasibility against your systems and data during discovery.

  • Firm knowledge assistant

    Search past proposals, deliverables and templates and get sourced answers in seconds.

  • Proposal first drafts

    Assemble a first draft from requirements, past work and pricing rules for partner review.

  • Document summarization

    Summarize long contracts or reports and highlight key terms and dates.

  • Client intake automation

    Collect client information, documents and engagement details in a structured way.

Example automated workflow

Example: proposal preparation

Hypothetical example for illustration.

  1. 01

    RFP received

    Requirements document arrives by email.

  2. 02

    Requirements extracted

    AI lists scope, deadlines and evaluation criteria.

  3. 03

    Relevant work retrieved

    Similar past proposals and case material located.

  4. 04

    Draft assembled

    A structured first draft prepared from approved content.

  5. 05 Human

    Partner review

    A senior team member edits and approves the proposal.

Potential benefits

What improves

  • More time spent on advisory and client work
  • Faster access to firm knowledge
  • Quicker, more consistent proposal drafts
  • Faster first-pass document review

Potential benefits; actual results depend on scope, data and adoption.

Security & human oversight

  • Client confidentiality

    Access controls ensure matter and client information is only visible to authorized staff.

  • Professional judgment

    AI drafts and summarizes; professionals remain responsible for advice and final deliverables.

  • Source transparency

    Answers reference source documents so work can be checked.

Relevant solutions

Solutions for professional services

Let's find the right first automation for your professional team.

Share the process that takes the most manual effort today. We'll help you assess where AI fits and what oversight it needs.

Book Your AI Discovery CallTell Us What You Want to Automate