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.
How success is measured
Illustrative target metrics for discovery. We agree the baseline, target, test set, and measurement period with each client; figures are not guarantees.
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 include a human review step where judgement matters, with timing set after discovery.
You expand from a stable base
Once the first workflow runs reliably, later workflows can reuse the same foundation: approved knowledge, extraction components, monitoring, and review queues.
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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. The document and request handling side is covered in more depth under back office automation.
Which workflows should a consultancy or agency automate first?
Start with high-volume, repetitive work that does not bill: proposal drafting, client onboarding, status reporting, and document handling. We map the workflow and score candidates by measurable value, complexity, and risk in the AI discovery sprint before selecting a first use case. Practices whose core work is document heavy, such as accounting firms, can start from AI for accountants and accounting firms. Firms delivering project work on site can compare the scheduling and document workflows in AI for construction companies.
Can you automate proposal and client onboarding workflows?
Yes. AI proposal automation can draft from approved prior material, pricing, and the new brief before a person edits and sends it. Client onboarding automation can read documents, extract details, populate systems, and flag missing information. We baseline the current process so any time saving can be measured.
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?
Yes. Starting figures for all three engagements are published on our pricing page, along with what moves the number. Scope still drives the final cost. We usually start with one bounded, measurable workflow rather than a full transformation, then agree a fixed figure against that baseline.
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.