The problems you already know about
These are the things that slow your professional services down every day. AI fixes them.
Admin eats billable hours
Proposals, status reports, timesheets, and client emails pile up. Your most senior people spend hours on work that does not bill, and margin leaks one task at a time.
AI drafts proposals from your past wins, assembles client reports from project data, and handles the repetitive correspondence. Your team gets the hours back and spends them on billable work.
Client onboarding is slow and manual
Every new client means forms, contracts, document collection, and system setup, handled by hand and different every time. Onboarding drags and the first impression suffers.
AI reads incoming documents, extracts the details, populates your systems, and flags what is missing. Onboarding becomes a consistent, fast workflow instead of a scramble.
Knowledge is rebuilt from scratch every time
Proposals, scopes, and deliverables get rewritten for each engagement. The firm has done the work before, but the leverage lives in individual inboxes, not across the team.
AI turns your past proposals, scopes, and project knowledge into a base the whole team draws on. Drafting starts from your best prior work, not a blank page.
What results look like
These are the improvements our clients typically see within the first 3 months.
How it works
We profile where the hours go
Proposals, onboarding, reporting, timesheets, client comms. We find the repetitive, non-billable work that drains the most capacity and pick the workflow that pays back fastest.
We ship a working automation
Built into your CRM, document store, and practice tools. Drafting, extraction, and routing with a human review step where judgement matters. The first automation lands in weeks.
You expand from a stable base
Once the first workflow runs reliably, the next ones reuse the same foundation: your knowledge base, extraction models, monitoring, and review queues. Each one ships faster than the last.
Free tools to get started
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Common questions
What is AI automation for professional services firms?
It is using AI to handle the repetitive, non-billable work that runs a professional services firm: drafting proposals, onboarding clients, assembling reports, processing documents, and routing requests. The goal is to give billable hours back to your team while keeping a human review step where judgement matters.
Which workflows should a consultancy or agency automate first?
Start with the high-volume, repetitive work that does not bill: proposal drafting, client onboarding, status reporting, and document handling. We map your workflows in a Discovery Sprint and score them by time saved, complexity, and risk, so you automate the fastest payback first.
Can you automate proposal and client onboarding workflows?
Yes. AI proposal automation drafts from your past wins, pricing, and the new brief, then your team edits and sends. Client onboarding automation reads incoming documents, extracts the details, populates your systems, and flags anything missing. Both are common first projects because the payback is fast and visible.
Will the automation fit the tools we already use?
Yes. We build into your existing stack: CRM, document storage, practice management, and email. The automation runs as a capability inside the tools your team already works in, not as a separate system to learn and maintain.
Do you publish pricing?
No. Every engagement is bespoke and the scope drives the cost. We scope to the size of your firm and start with one or two high-volume workflows rather than a full transformation, so the investment lands where the payback is fastest.
Ready to give billable hours back to your team?
Book a free 15-minute feasibility triage. We will find the admin worth automating in your firm and give you an honest read on the time you could save.