AI for Professional Services
AI that turns billable hours into automated hours.
For law firms, accountancies, and boutique consultancies where partners spend nights on proposals, matter reports, and doc review — work that AI can do in minutes. Fixed price. Live in 3 weeks. 90-day ROI guarantee.
- Fixed-price pilotNo hourly billing
- 3-week deliveryOr your deposit refunded
- 90-day ROIOr we keep working, no extra cost
Three ways we'd use AI in your prof. services business
Pick one for your pilot — live in your stack within 3 weeks.
Proposal & scope-of-work drafter
Feed the AI a discovery-call transcript. It drafts a full proposal — scope, deliverables, timeline, pricing — in your firm's house style, ready for a partner review and 15-min edit.
Typical outcome
Cut proposal turnaround from 2 days to 20 minutes.
Client-matter reporting AI
The AI reads timesheets, correspondence, and matter files — drafts the monthly client-status report in the tone your senior partner uses, and flags any budget risks proactively.
Typical outcome
Eliminate 5–10 hrs/week of associate reporting work per partner.
Document extraction & review
A pipeline that reads contracts, financial statements, or discovery bundles — extracts the fields you care about into structured data, and flags any clauses/values that deviate from firm norms.
Typical outcome
Cut doc-review time by 60–80% with a full audit trail on every extraction.
Built for prof. services realities
What separates AI that ships from AI that stays a demo.
On-prem or private-cloud deployment for client-confidential matters
Integrations with iManage, NetDocuments, Xero, QuickBooks, Practice Panther, Clio
Every output is fully cited to source documents — no hallucinated case law
Ready to talk about your prof. services project?
Book a free 30-minute strategy call. We'll tell you honestly whether AI is the right lever for your business — and if so, exactly what to build first.
Book a Free Strategy CallServing other industries too