AI Operations for Professional Services Firms
Automate document handling, client communications, and knowledge management so your experts can focus on billable work.
Sound Familiar?
Senior staff spending hours on document preparation
Knowledge trapped in email threads and file shares
Client communications falling through the cracks
Manual reporting consuming end-of-month cycles
What We Automate
Document Intelligence
Automatically extract, classify, and organize information from contracts, proposals, and correspondence.
Knowledge Base Agents
AI agents that answer internal questions by searching your firm's accumulated knowledge and documentation.
Client Communication Automation
Draft responses, schedule follow-ups, and ensure nothing falls through the cracks across your client portfolio.
Proven Results
10x
Delivery speed improvement
5+
Product lines supported simultaneously
30+
Hours saved per week
Get Started
Workflow Diagnostic
$3,000 - $6,000
A focused audit of your current operations to identify the highest-impact AI automation opportunities. You get a ranked list of quick wins with ROI projections and a clear implementation roadmap.
Best for: Firms where senior staff spend hours on document prep or manual reporting.
- Map 3-5 key business processes
- Data readiness and compliance audit
- Ranked opportunity report with ROI estimates
- Effort/value matrix you can act on
- Implementation roadmap with timeline
Pilot Project
$8,000 - $25,000
We build a working AI solution using your real data and deploy it into your operations. You see measurable results before committing to a long-term engagement.
Best for: Professional services teams ready to automate document processing or internal knowledge search.
- Working prototype on your real data
- Weekly development sprints with checkpoints
- Performance report with accuracy and cost metrics
- Production-ready code repository
- Deployment to your cloud environment
Managed AI Operations
$2,500 - $10,000/mo
We run and optimize your AI systems so your team can focus on the business. Includes monitoring, model updates, performance tuning, and quarterly reviews.
Best for: Firms with live AI workflows that need ongoing optimization and quarterly reviews.
- Continuous monitoring and alerting
- Model retraining and performance tuning
- Monthly performance reports
- Quarterly strategy reviews
- Priority support with dedicated account contact
Ready to Automate Your Professional Services Operations?
A 30-minute call to see exactly where AI fits in your operations.
Book a Free Consultation