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IndustriesProfessional Services

Less admin. More billable hours.

Consulting, legal, and accounting firms sell expertise — but a growing share of every consultant's week is consumed by admin: writing proposals, logging time, assembling client reports, and hunting for information. We build AI-powered tools and automation that strip the non-billable burden from your team so they can do more of the work clients actually pay for.

12 hrsadmin hours recovered per consultant per week
The problems

What we hear from professional services teams.

Proposal and document generation

Proposals, engagement letters, and statements of work draw on the same firm IP every time — but take days to assemble because they're rebuilt from scratch or assembled from disorganised shared drives. Senior time spent on formatting is senior time not spent on clients.

Time tracking compliance and accuracy

Timesheets are filled in at the end of the week from memory, or at the end of the month under pressure. Leakage between billable activity and recorded time is the silent margin drain in most professional services firms.

Client reporting overhead

Weekly status reports, monthly updates, and board pack contributions require pulling data from multiple project tools, formatting to client templates, and chasing contributors. Partners spend hours on reporting that should take minutes.

Knowledge management gaps

Prior work, precedents, and institutional know-how live in the heads of individual partners or buried in folder structures no-one navigates. New joiners take months to reach productivity. Repeat work is done from scratch.

What we build

Solutions designed for Professional Services.

AI Proposal & Document Generator

Briefed on client context and scope, the generator drafts proposals, SOWs, and engagement letters in your firm's voice and structure — pulling from approved content blocks, prior comparable engagements, and current rate cards. First draft in minutes; senior review, not senior authorship.

Automated Time Tracking

Passive activity capture from calendar, email metadata, and document access — with daily confirmation prompts rather than weekly reconstruction. Timesheet accuracy improves by 20-30%, leakage closes, and consultants spend less than five minutes a day on compliance.

Client Reporting Automation

Status reports and MI packs assembled automatically from project management systems, time records, and milestone trackers — formatted to client templates, ready for partner sign-off. Cuts reporting preparation from two hours to fifteen minutes per engagement per week.

Internal Knowledge AI

A searchable, conversational layer over your firm's prior work, playbooks, and process documentation. Associates get answers to procedural and precedent questions in seconds rather than interrupting a senior. New joiner ramp time reduced by weeks.

Where AI fits

Common automation workflows in professional services.

Workflow 1
AI Proposal & Document Generator data input
AI processing & classification
Automated ai proposal & document generator action
Data InputAI ProcessingAction / Output
Workflow 2
Automated Time Tracking event trigger
Rules engine & AI decisioning
Automated Time Tracking outcome delivered
Data InputAI ProcessingAction / Output
Workflow 3
Client Reporting Automation request
Integration & data sync
Client Reporting Automation result logged
Data InputAI ProcessingAction / Output
12 hrs
admin time recovered per consultant per week
3x
faster proposal turnaround
18%
utilisation rate improvement in year one
8 sec
average knowledge query response time

Our senior consultants were spending a day and a half a week on proposals and status reports. That time is now almost entirely back in client delivery. The utilisation impact showed up in the numbers within the first quarter.

FionaManaging Partner, Management Consulting Firm

Ready to solve your professional services challenge?

Book a free discovery call. We'll bring professional services-specific knowledge to the conversation.

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