Solutions for Professional Services
Complete automation for consulting, legal, accounting, and advisory firms.
Industry-specific solutions
Our platform addresses the unique challenges of professional services firms, from client engagement to knowledge work. We've built specialized AI agents specifically for optimizing high-value professional workflows.
Key features for professional services
- Client Engagement Automation
Fully automated client onboarding, communication, and relationship management
- Knowledge Work Amplification
Research assistance, document analysis, and pattern recognition across client work
- Project Management
End-to-end project tracking, resource allocation, and timeline management
- Client Reporting Automation
Automated generation of client-ready reports, presentations, and insights
Research-Based Business Impact
Potential reduction in non-billable administrative time
Projected investment recovery timeline
Potential increase in revenue per professional
Client service capability with AI agents
Common use cases
Automating client intake and onboarding
Eliminate manual data collection and setup with AI-driven workflows
Knowledge mining and insights generation
Extract actionable insights from previous engagements and industry knowledge
Time and billing automation
Automated time tracking, billing, and reconciliation across client engagements
Research-Based Impact Analysis
Management Consulting Research
Our internal analysis of automation potential for client reporting, knowledge management, and engagement staffing.
- • 70% reduction in report generation time
- • $3.2M annual savings in administrative costs
- • Full ROI achievable in 5 months
- • 15,000+ consultant hours redirectable to client value delivery