Professional Services
AI for Professional Services
AI employees for consultancies, agencies, and professional-service firms. Proposal drafting, client research, project documentation, meeting prep, deliverable assembly, and engagement coordination across multiple clients and matters.
What we ship
What an AI employee does here.
Workflow mapped to your stack
We document the real cycle that an AI employee can own end-to-end, including handoffs and exception rules.
Production AI employee shipped
Custom-built, trained on your past outputs, integrated into your tool stack, and live inside the channels your team already uses.
Closed-loop learning installed
Every cycle feeds the memory layer. The agent gets sharper at your specific business with each pass.
Audit-trail by default
Every action logged, every decision attributed. Critical for industries where the answer matters more than the speed.
Team enablement included
Your team learns to operate with the AI employee, not around it. Hand-off documentation included.
Continuous refinement
We refine against real usage data after launch. Coverage expands across your org as the patterns stabilize.
Related
Departments most often deployed in this industry.
From the field
Case studies shipped in professional services.
- HealthTech9.1 hrs/day capacity recoveredA 3-coach health company was capped by manual meal plans, blood test analysis, and CRM admin. Three integrated AI agents now recover 9.1 hours a day and turned blood test reports and meal plans into two new billable service lines.
- Legal Advisory3-5x more qualified leadsA firm closing $25K-75K engagements was bottlenecked on manual lead research. One AI agent now scans federal filings every 5 minutes and delivers complete call packs to Slack within 10 minutes, giving the same sales team 3 to 5x more qualified leads.
Audit your fit for professional services.
30 minutes. A written roadmap. No commitment.
Use cases
Common use cases in professional services.
Related industries