Industry · Professional Services
AI for professional services firms that sell expertise, not admin time.
We build AI for consultancies, agencies, and advisory firms: client intake, proposal preparation, knowledge reuse, reporting, and project operations.
The challenge
Where professional services teams lose time
- Senior people spending time on proposals and admin
- Past work and know-how hard to reuse
- Client reporting compiled manually
- Inconsistent intake and scoping
- Utilisation lost to internal coordination
AI opportunities
Where AI makes a practical difference
Proposal preparation
First drafts assembled from past proposals and scoping notes.
Knowledge reuse
Cited search across deliverables, templates, and methods.
Client reporting
Recurring reports compiled from project data.
Project operations
Status updates, timesheet reminders, and handoffs.
Agent examples
AI employees for this industry
Agent
Proposal Assistant
Drafts proposals from scoping notes and approved past work.
Agent
Knowledge Assistant
Finds relevant past deliverables with sources.
Agent
Project Coordinator
Prepares status updates and chases inputs.
Automation workflow
Enquiry to proposal draft
- 1
Enquiry
Client need captured.
- 2
Research
Client and context.
- 3
Retrieve
Relevant past work.
- 4
Draft
Proposal outline.
- 5Human
Refine
Partner finalises.
Software systems
The software around the AI
Client portals
Deliverables, status, and communication.
Internal knowledge tools
Search across firm know-how.
Operations dashboards
Projects, utilisation, and pipeline.
Integrations
Systems we connect
- CRM
- Project management
- Document storage
- Time tracking
- Email and calendar
- Accounting
Security & compliance
Considerations we design for
Client confidentiality is central to professional services.
- Client data separated and access-controlled
- No client data used for model training
- Human review of all client-facing output
- Audit trails for AI-prepared deliverables
FAQ
Frequently asked questions
01Can AI write our deliverables?
It can prepare drafts and research, but deliverables should be shaped and approved by your experts. The value of your firm is its judgment.
02How do we reuse past work safely?
A knowledge system with client-level permissions and redaction rules lets teams reuse methods and structure without exposing other clients' confidential details.
Related services
How we help
Service
RAG & Knowledge Systems
We build retrieval-augmented generation systems that search your documents, wikis, tickets, and databases, then answer questions with citations — respecting who is allowed to see what.
Service
AI Copilots
We build AI assistants embedded in your internal tools and products — grounded in your data, aware of the user's context, and designed to speed people up rather than replace their judgment.
Service
AI Automation Engineering
We engineer automations that combine dependable workflow logic with AI where it adds value — reading documents, classifying requests, extracting data — so repetitive work moves without manual effort.
Next step
Tell us about your professional services workflow.
A strategy call is a working conversation about one workflow: what it involves today, what could be automated, and what a first build would look like.
What happens next
- 1Tell us about one workflow
- 2We review it before replying
- 3A working session, then a first-build proposal