Professional services firms sell time, but most of that time leaks into non-billable work — proposals, scoping, internal admin, document review, time tracking. Here's where AI gives you back hours each week, per professional.
Proposals taking 8-15 hours to assemble
Time tracking forgotten or estimated retroactively
Client onboarding (NDA, master agreement, kickoff) taking weeks
Document review (contracts, due diligence) eating senior time
Internal knowledge scattered — past work hard to find
Brief in → proposal out in 30 minutes. Pulls from past similar projects, your standard pricing, your case studies. Sales/partner reviews and edits.
From calendar + email + Slack + git activity, auto-suggest time entries. Approve in batch, no more end-of-week guessing.
From contract signature → KYC, MSA, payment setup, kickoff scheduled, materials prepared, all parallel. From weeks to days.
Standard contracts checked in minutes against your firm's standards. Senior reviews flagged clauses only.
Semantic search across past project deliverables, client notes, internal memos. New consultant gets up to speed in days, not months.
Time entries → invoice draft → review → send → track. With dunning automation for late payments.
Most firms benefit from custom because workflows are firm-specific (your scoping logic, your billing rules, your knowledge structure). Off-the-shelf tools handle pieces but rarely the end-to-end.
No. AI removes administrative weight so professionals can focus on advisory work — where they bill the highest rates and add the most value.
Critical. We use EU-hosted or on-premise models for any client data. Never send to consumer LLM services. Privilege requirements respected.
Typical: 8-15 hours per proposal → 1-3 hours. For a partner billing $300/hr, ROI obvious within 5-10 proposals.
For identification/flagging — yes, with 95%+ accuracy on standard contracts. Final advice stays with the lawyer. AI compresses the prep, not the judgment.
We integrate with the major practice management systems and CRMs. For unique stacks, we build custom integrations.
30 minutes, no pitch — we’ll tell you honestly if it’s worth automating.
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