Industry · Professional Services
AI for professional services: spend your time on clients, not admin.
Proposals, onboarding, status reports and meeting notes quietly eat the hours you’d rather bill. We build AI that drafts, tracks and reports for you — and makes your firm’s knowledge easy to find.
- Projects from
- $3,000
- Ongoing
- Your software & AI
- Live in
- 30 days
- Ownership
- Yours from day 1
The friction
Where professional firms lose their week.
Proposals from scratch, every time
01Each proposal takes a day or more, and warm leads cool while you write.
Meeting notes go nowhere
02Action items from calls live in someone’s notebook instead of your task list and CRM.
Status reports eat Fridays
03Pulling updates together for every client is hours of copy-and-paste.
Know-how lives in people’s heads
04Past work, templates and lessons learned are buried in folders only one person can navigate.
What we automate
What we build for professional firms.
Every build is custom.
These are common starting points.
Proposal first drafts
01Your call notes and past proposals become a tailored first draft in minutes, ready for you to refine.
Meeting notes to action
02Calls are summarized, action items become tasks, and your CRM gets updated automatically.
Client onboarding
03Contracts, welcome emails, intake forms and kickoff scheduling run on their own once a deal is signed.
Weekly client reports
04Progress reports assembled from your project tools and sent for your approval.
Firm knowledge assistant
05Ask a question in plain English and get answers from your own documents, templates and past work.
Time & invoice reminders
06Nudges for time entry and automatic invoice follow-ups keep cash flowing.
How it works
Five steps. Live in thirty days.
You approve the plan
before we build.
Discover
Prioritization map with build costs.
Design
A build plan you approve first.
Build
Built and tested on your real work.
Launch
Switched on, team trained.
Improve
Watched, measured, tuned.
Professional Services · FAQ
Professional Services questions.
Anything else? Book a free 30-minute call. No pitch deck — and if we’re not the right fit, we’ll tell you.
Book a free call →Won’t AI-drafted proposals sound generic?
Not when they’re built from your own past proposals and call notes. The AI drafts; you edit and send. It gets you to a strong first draft fast.
Can the knowledge assistant see confidential client files?
Only what you allow. We set up access by folder or client, in accounts you own.
We’re a five-person firm. Is this overkill?
Small firms often feel the difference most, because every hour of admin comes out of billable time. We scope to your size.
What does it cost, and who owns it?
Projects start at $3,000. You get a written build price at the end of Discovery, and the $1,000 Discovery fee is deducted if we build it. Everything is built in accounts in your name, so you own it from day one — the only ongoing costs are the software and AI usage you pay for directly.
Where to start
Let’s find your first hour back.
Thirty minutes, no pitch deck. We’ll look at how your business runs, find the busywork worth automating first, and explain how Discovery works and what it costs. If AI isn’t the answer, we’ll say so.
- From $3,000
- Live in 30 days
- Yours from day one
- No lock-in