Proposal & pitch drafting
Assembles an 80%-complete first draft from past winning bids and firm credentials, cutting response time 30–40% so partners sharpen strategy, not formatting.
AI for professional services, on the work around the work.
Your firm runs on expertise and relationships — neither is for sale to a model. We put AI on the proposals, research, drafting, and admin that drain billable time, so your people spend more of the day on the judgment clients actually pay for.
Adoption nearly doubled. Organization-wide AI use hit ~40% in 2026, up from 22%, per Thomson Reuters.
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The work around the work.
AI drafts, researches, captures, and monitors. The advice, the judgment call, and the client relationship stay human — that's the premium your firm sells.
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Recover leaking time.
Roughly 30% of professional work never reaches billing. Time capture, notes, and status drafting turn invisible hours back into billable ones.
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Governed by default.
Client-confidential and privileged material never touches consumer tools. We deploy in a governed environment, because with AI, only ~18% of firms even track ROI — implementation is the edge.
Where AI fits in professional services
Research & first-draft analysis
Runs first-pass research and produces a structured draft memo for an expert to correct — McKinsey's internal RAG cut precedent search 74%.
Client comms & updates
Drafts client-ready status notes and follow-ups from meeting and project data, saving 45–90 minutes per client per week.
Knowledge & precedent retrieval
A search layer over the firm's own repository so anyone can find the right prior work — the use with the highest compounding value.
Document & contract review
Flags risks, missing clauses, and deviations from standard positions across long document sets in minutes — the reviewer still owns the call.
Time capture & health
Reconstructs billable time from activity and watches project signals to surface overruns and cooling relationships before they become write-offs.
How it works.
Start where your most expensive people lose the most time. Usually proposals or research.
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We find the billable-time drain.
The drafting, research, and admin that pulls senior people off client work — and where a safe first win lives.
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We install it, governed.
The right models on a posture where client-confidential material stays inside a controlled environment your risk team signs off on.
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We train and embed it.
Each role learns where AI fits their real work, and we measure the hours returned to billable use.
This is for you if:
- A $5M–$25M consulting, accounting, engineering, or law firm.
- Senior, billable people spend hours on drafting and admin.
- You want to protect client trust while moving faster.
This is not for you if:
- You want AI making the professional judgment call or giving advice unreviewed.
- You'd put privileged client data through ungoverned tools.
- You're not willing to change how the work gets produced.
Go deeper on AI for professional services
The guides and case studies behind this page.
In partnership with
FAQs
What is the best first use of AI in a professional services firm?
Proposals or research. Both consume senior, billable hours on low-judgment drafting, so AI returns time immediately while the expert keeps ownership of the output.
Will AI replace consultants, lawyers, or accountants?
No. It removes the desk work around expert judgment — drafting, summarizing, research, follow-ups — but the judgment, advice, and client relationship stay human. Firms that use it well bill their expertise, not their typing.
Is it safe to use AI with client-confidential information?
Only inside a governed environment where the model doesn't train on your inputs and access is controlled. The biggest real risk is staff pasting client material into consumer tools, which a managed rollout and clear policy remove.