AI systems built for how consultancies actually deliver.
Agencies, consultancies, and specialty firms lose hours a day to proposals, staffing, delivery admin, and reporting. We build the automation layer that keeps senior time on client work.
Senior hours get eaten by admin.
Proposals, staffing puzzles, status reports, and invoice hygiene pull principals away from actual client work.
Proposals get rebuilt from scratch every time.
Staffing conversations happen in DMs and spreadsheets.
Weekly client updates and utilization reports eat Fridays.
One workflow first. Then the operating system.
We start where the friction is loudest, prove the ROI, then connect the next workflow. Same operating layer, growing coverage.
Draft from your past work and case studies with reviewer sign-off.
Availability, fit, and utilization recommendations for delivery leads.
Status updates, risk logs, and check-ins wired to your PSA.
Passive time capture and invoice assembly workflows.
Scheduled updates and quarterly business reviews from live data.
Utilization, realization, and pipeline dashboards.
Client-safe and IP-protective.
Client confidentiality and your own IP are the moat. Leaks and off-brand output cost trust and renewals.
Client data scoped per matter, IP-scoped drafting, reviewer sign-off on client-facing outputs, and audit trails on every automated action.
Connected to the systems your firm already runs.
PSA, CRM, docs, and the productivity tools your delivery team already lives in.
Salesforce
HubSpot
Kantata
Harvest
Notion
Google Workspace
Microsoft 365
OpenAI
Anthropicand many more…“Our principals got their Fridays back. Proposals ship faster and delivery status writes itself.”
The pieces that fit professional services best.
Professional services AI, answered.
Anything else, book a free 30-minute scope call. We'll map proposal-to-invoice and tell you where automation pays back first.
Will this leak client data?+
No. Data is scoped per matter and never used to train foundation models.
Does it replace our proposal team?+
No. It removes rewriting so your team focuses on strategy.
Which PSAs do you integrate with?+
Kantata, Rocketlane, Harvest, and others.
Can we start small?+
Yes. Most firms start with proposals or delivery status.
How fast can we go live?+
Three to five weeks for the first flow.
Same principles, different constraints.
Ready to rebuild professional services operations?
Pick a time below. We'll map the first workflow worth automating and outline what a working system looks like for your team.
required
24 hours
worldwide