Consulting Firms
Proposal generation support, project reporting, client communications, and internal knowledge management — automated.
More billable time. Less time running the business of the business.
We build AI systems for consulting, legal, accounting, and advisory firms that handle the operational overhead — so your practitioners spend their time on client work, not admin.
Book a Discovery Call
What we hear from professional services firms
"Our senior people are prepping proposals, formatting reports, and chasing documents. We're billing them out at rates that don't reflect what they're actually doing."
"Time entry is always behind. Which means billing is always behind. Which means cash flow is always a conversation."
"Onboarding a new client takes two weeks of back-and-forth before anyone does any actual work."
87%
Of professional services firms with highly integrated AI report revenue growth
40%
Average cycle time reduction across automated professional workflows
85%
Reduction in rework from AI-assisted document and data processing
53%
Of high-growth firms are more likely to have highly integrated AI systems
Workflow
Client Intake & Engagement Setup
Every new engagement starts the same way — chasing documents, waiting on signed agreements, manually setting up the file. Two weeks pass before anyone does billable work.
After AI
- Document collection sequenced and followed up automatically
- Engagement setup triggered from signed agreements — no manual file creation
- Billable work starts faster — the setup happens around it
Workflow
Document & Knowledge Work
Proposals start from scratch because nobody can find the last one. Templates exist but don't get used consistently. Institutional knowledge lives in one person's head or an inbox nobody searches.
After AI
- Relevant past work surfaced automatically when a new engagement opens
- First drafts of routine documents generated from templates and existing data
- Knowledge base maintained and searchable without manual curation
Workflow
Billing & Utilization
Time entries submitted days after the work. Invoices go out late. AR follow-up is manual. Utilization reporting requires someone to pull it together before every partner meeting.
After AI
- Time entry prompts sent automatically while work is still fresh
- Invoices generated and delivered on schedule
- Utilization and pipeline reporting available on demand — not assembled under deadline
Use Cases
Across the professional services spectrum.
Legal & Law Firms
Matter setup, document intake, deadline tracking, client communications, and billing workflow automation.
Accounting & CPA Firms
Client document collection, workflow routing, and deadline management across seasonal peaks without adding staff.
Financial Advisory
Client reporting, meeting prep, compliance documentation, and CRM hygiene — handled without taking advisor time.
HR & Recruiting Firms
Candidate intake, screening workflow automation, client reporting, and placement documentation — without the manual back-and-forth.
Marketing & Creative Agencies
Brief intake, project setup, time tracking, client reporting, and invoicing — so your creatives create, not administrate.
Why Better Intelligence
We protect your practitioners' time. That's the whole point.
- Process-mapped first — we document the actual workflow before we touch anything. No assumptions about how your firm operates.
- Practitioner judgment stays intact — AI handles prep, routing, and admin. Your people own the client relationship and the decisions.
- Fits your existing tools — practice management, billing, document management. We integrate with what you already use.
- Measured in billable hours — we track time recovered, not just automation activity. You see the business impact directly.
Want to see how many billable hours you're leaving on the table?
Start with a discovery call. We'll map where your practitioners' time is going — and show you exactly what we can give back.
Book a Discovery Call