Skip to content

AI for Professional Services

AI automation for professional services firms.

Consultancies, agencies and accountants use AI to draft proposals, onboard clients and produce reports, which frees senior people for billable work.

Book a Free Strategy CallCalculate AI ROI
Professional Services workflow Automated
  1. 01Notes
  2. 02AI draft
  3. 03Review
  4. 04Send
  5. Team notified

Solutions

AI systems we build for professional services.

Each one connects to the software you already use and keeps a human in the loop where it matters.

  • Proposal generator

    Drafts proposals from discovery notes and past winning proposals.

    1. Notes
    2. AI draft
    3. Review
    4. Send

  • Client onboarding

    Collects information, creates projects and sends welcome packs.

    1. Signed
    2. Forms
    3. Project
    4. Kickoff

  • Internal knowledge assistant

    Search past projects, templates and SOPs in plain language.

    1. Question
    2. Knowledge
    3. Answer
    4. Source

  • Report automation

    Pulls data and drafts client reports for review.

    1. Data
    2. AI draft
    3. Review
    4. Client

FAQ

AI for Professional Services: FAQs.

Can't find what you're looking for? Ask us directly. We reply within one business day.

Yes. We ground drafts in your approved templates and past work so the output matches your voice.