AI that works for Professional Services
Your margin is the gap between what you bill and how long the work takes. Most of that gap is currently spent on drafting, formatting and chasing rather than on the thinking clients pay for.
Are these Professional Services challenges familiar?
Senior people doing junior work
Partners and directors spend evenings formatting decks and rewriting first drafts because delegating them takes longer than doing them. That time is the most expensive in the firm and none of it is billable.
Every engagement starts from a blank page
The firm has produced something close to this proposal, this report or this scope forty times before. Nobody can find those forty, so the forty-first is written from scratch.
Knowledge walks out at 6pm
What the firm knows lives in the heads of a handful of long-tenured people and in folders only they can navigate. Onboarding is slow and departures are expensive.
What we would look at first.
We usually start with whichever document your team produces most often and likes least. It is the fastest thing to measure, the easiest to prove, and it buys the credibility needed for anything larger.
Drafting that starts at 80 percent
Proposals, engagement letters, reports and client updates generated from your own past work and your own house style, so the first draft is an edit rather than a blank page.
Custom Tools & AgentsAnswers out of your own archive
A search layer over the documents, matters and engagements you have already delivered, so precedent takes a question rather than an afternoon.
Data FoundationsClient intake without the retyping
Onboarding documents read once and pushed into your practice management system, with anything ambiguous routed to a person instead of guessed at.
Process Automation