AI for professional services firms

The problem

Where billable hours go missing

Professional firms often run Microsoft 365 or Google Workspace, a CRM such as HubSpot or Salesforce, a project tool such as Monday.com, Workbook or Deltek, and Xero for finance. The knowledge lives in past reports, proposals and inboxes.

Senior staff write the same proposal sections repeatedly. Juniors spend hours formatting reports. Meetings generate actions nobody captures.

Your stack

Business systems professional firms use

Checklist

A firm wide checklist for AI

• ProposalsAssemble proposal drafts from past winning sections, team bios and scope templates.
• Meeting notesTurn Teams or Zoom transcripts into decisions, actions and owners.
• Report draftingDraft report sections from analysis notes, consistent with your style guide.
• Knowledge searchAnswer internal questions from past reports and policies, with sources.
• ResourcingShow who is available next month and flag over allocation.
• TimesheetsSuggest time entries from calendar and document activity.

Over time

How knowledge stops walking out the door

Most firms hold their best thinking in a few senior heads and a SharePoint folder nobody can search. When a principal leaves or retires, years of proposals, methodologies and lessons learned become hard to find. A well set up knowledge assistant reads that material with permissions respected, answers questions with links to the original document and shows juniors how the firm has handled similar problems before. Over time the firm builds a living library rather than a graveyard of old reports. It also makes onboarding faster: new starters ask the assistant how the firm writes a scope or structures a report, and senior staff spend less time answering the same questions. Engineering, planning, environmental and management consulting firms each have their own templates and review culture, so we start by mapping how a document moves from first draft to issued report, who signs it off and where version control breaks down. Then we automate the steps that cause rework, such as cross referencing, figure numbering and checking that recommendations match the findings.

First steps

First moves for a professional firm

Guardrails

Advice quality and confidentiality

Professional advice carries liability. We keep qualified people responsible for every piece of advice, use business accounts that keep data private and respect any confidentiality or security clauses in your contracts.

People first

Graduates, seniors and directors

Graduates still learn the craft, with faster feedback on structured drafts. Seniors spend less time formatting and more time reviewing and advising. Directors see utilisation and pipeline more clearly. We plan training by role and seniority, and we agree how AI assisted work is reviewed before it reaches a client.