AI for professional services

Make more of what your team knows.

AI can help your team use what it knows, from past client work to your firm’s methods. We help you find the right starting point and build it with you.

Explore what’s possible

A free 15-minute chat about what your business could do next.

Your firm’s knowledgeExample

See how your team solved it before.

Past projectsYour methodsClient brief

Relevant experience, ready to use

The approach, supporting documents and lessons from similar work, ready to use in a proposal or client conversation.

Your specialist decides what applies to this client.

An example of what we could build with your team.

Where AI can help.

A few possibilities for consultancies, advisory firms and other businesses built on expertise.

Find past answers

Ask how your firm handled a similar problem. Find the relevant project, method and source documents in one answer.

What it needs

Data to start with: Reviewed project records, templates and guidance, with client access permissions in place.
A focused pilot: One practice area and a set of questions checked by experienced team members.
Your team’s role: Specialists verify the sources and decide what applies to the current engagement.
What we would measure: Time to find an answer, source accuracy and the number of questions that need escalation.

Answer routine questions

Let clients ask routine questions using your approved guidance. Pass unusual or sensitive requests to the right person.

What it needs

Data to start with: Approved client guidance, service boundaries and access permissions for each client.
A focused pilot: One service and a small set of routine questions, checked by specialists before a supervised client trial.
Your team’s role: Specialists approve the guidance and handle questions that need individual advice or fall outside the agreed scope.
What we would measure: Answer accuracy, response time, client use and whether questions reach a specialist when they should.

Prepare a proposal

Turn a new brief into a first proposal using relevant past work and approved service details. Flag requirements that need specialist input.

What it needs

Data to start with: Client briefs, approved proposal sections, service descriptions and reusable project examples.
A focused pilot: One repeatable service, comparing drafts with proposals your team has already reviewed.
Your team’s role: Your team approves suitability, claims, scope, fees and every client commitment.
What we would measure: Drafting time, review effort and requirements missed before approval.

Unsure where to start? We explore the possibilities with your team in an AI Strategy Workshop.

About the workshop

Your expertise could help clients between meetings too. Explore how AI could make a new service possible, with your team’s judgment built in.

Read about building a new service

Questions.

Can we start with the tools we already use?

Yes. We start by mapping where the work and information live today. A first pilot can use a reviewed set of documents before we scope connections to your document store, CRM or project system.

How do you approach confidential client information?

We agree which records a workflow needs, who may access them and where they can be processed. Client permissions, retention and the choice of AI provider are part of the design before live data is connected.

Where should our firm begin?

You do not need a project in mind. We look at how your team works and help you choose where AI could make a useful difference.

Let’s find your next step.

Tell us about your firm. We’ll explore where its knowledge could do more.

Explore what’s possible

A free 15-minute chat about what your business could do next.

Make more of what your team knows.

See how your team solved it before.

Where AI can help.

Find past answers

Answer routine questions

Prepare a proposal

New ways to help clients.

Questions.

Let’s find your next step.

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