Professional Services
AI business systems for professional services firms.
The work may be different. The friction is remarkably familiar: documents, research, proposals, client communication, deadlines, knowledge, and expensive people doing repetitive work.
Find the version of this that looks like your firm.
Each practice type has its own information, its own deadlines, and its own review requirements. The systems are built accordingly.
Accounting & CPA Firms
Client documents, recurring extraction, engagement status, and reporting.
Law Firms
Matter organization, review support, deadlines, and client updates.
M&A & Transaction Advisory
Deal research, diligence handling, issue tracking, and status reporting.
Consulting & Advisory
Proposals, research, project status, and knowledge reuse.
The systems almost every firm needs.
Whatever the practice, the same handful of workflows absorb the most time and produce the most dropped follow-up.
Proposal generation
Draft scope and proposal material from prior work and the current conversation, ready for review.
Meeting follow-up
Turn client meetings into summaries, commitments, owners, dates, and follow-up that persists.
Knowledge retrieval
Ask the firm's own history a plain-language question and get an answer with its source attached.
Client reporting
Assemble recurring status and reporting from the systems that already hold the information.
Content and case study reuse
Turn completed work into reusable content and credibility material with review built in.
Document intake and routing
Identify, extract, file, and chase the documents that engagements and matters depend on.
These systems handle information, drafting, and follow-up. Professional judgment, verification, and client advice stay with your people.
Not sure which category you fall into?
If your firm runs on documents, deadlines, research, and client communication, the same approach applies. Start with the friction, not the category.