Client intake agent
Qualifies inquiries, collects missing information, runs conflict or fit checks and sets up the engagement in your systems.
Industry · Professional Services
AI automation for professional services firms
Consultancies, agencies, legal, accounting and advisory firms sell expertise — yet a large share of every week goes to intake, document handling, status updates and reporting. We automate that non-billable work so your experts can focus on clients.
Where time goes
Common bottlenecks we see
- Client intake and engagement set-up handled manually across email, CRM and project tools
- Proposals, statements of work and reports rebuilt from old documents each time
- Knowledge scattered across past engagements, drives and people’s memories
- Time spent chasing documents, approvals and status updates from clients
Opportunities
AI agents and automations for professional services
Proposal & report drafting
First drafts assembled from approved templates, past work and client context — ready for expert review.
Firm knowledge assistant
Search and answers across precedents, methodologies and past deliverables, with access controls.
Document collection & reminders
Automated requests, reminders and checklists that track what each client still owes.
Guardrails
Designed for your constraints
Client confidentiality is paramount. We design role-based access to documents, keep sensitive processing within approved providers and regions, and require professional review of any client-facing output.
Every engagement starts with an audit of your processes, systems and data, so recommendations reflect your real environment — not a generic template.
Explore AI automation for your professional services business
Book a free 30-minute strategy call. We’ll look at one or two of your processes, tell you honestly whether AI is the right fit, and outline what a first project could look like.
- 30 minutes, no obligation
- Honest fit assessment
- Clear next step