AI Solutions for Professional Services
Spend less time on admin and more time delivering value. Automate the repetitive work that eats into your billable hours.
Challenges We Solve
Proposal Writing
Every proposal is slightly different, but you're rewriting the same sections over and over. It's tedious and time-consuming.
Time & Expense Tracking
Your team forgets to log time, entries lack detail, and end-of-month reconciliation is a nightmare.
Client Reporting
Creating progress reports, status updates, and executive summaries pulls people away from actual client work.
Knowledge Management
Institutional knowledge lives in people's heads or scattered across drives. New team members take forever to ramp up.
How We Help
Custom AI workflows that maximize your team's billable hours and client impact.
Smart Proposal Generation
AI drafts proposals based on your templates, past wins, and client context. Review, refine, and send—instead of starting from scratch.
Intelligent Time Capture
AI monitors calendar, email, and tools to suggest time entries. Your team approves with a click instead of reconstructing their day from memory.
Automated Client Reports
Weekly status updates, project summaries, and executive dashboards generated automatically from your project management tools.
Knowledge Base Assistant
AI that understands your firm's methodologies, past projects, and best practices. Team members ask questions and get instant, sourced answers.
Example: Weekly Client Reporting
Turn hours of report writing into minutes of review.
Data Collection (Automatic)
AI pulls updates from your project management tool, time tracking system, and team communications. No manual data entry.
Report Draft Generated
AI creates structured report: accomplishments, blockers, next steps, budget status. Uses your firm's format and tone.
Team Lead Review
Project manager gets draft Friday morning. Makes quick edits, adds context, approves for delivery.
Client Delivery
Report automatically sent to client stakeholders. PDF and online dashboard versions available. Client can ask follow-up questions via AI assistant.
Most firms report saving 2-4 hours per client per week on reporting alone. That's billable time back in your pocket.
Reclaim Your Billable Hours
Let's discuss how automation can reduce admin overhead and increase your team's capacity for high-value work.