All Solutions
Win more business with AI-powered proposals and client management.
Professional Services AI
Law firms, consultancies, agencies, and accountancies spend billable hours on non-billable admin. Our AI automation handles proposals, client onboarding, document processing, and communication workflows so your team bills more and administers less.
10min
Proposal turnaround
45%
Higher win rate
20hrs
Saved per partner/month
2x
Faster client onboarding
The Challenges
Slow proposal creation
Proposals take days to craft manually, losing deals to faster competitors.
Manual client follow-ups
Partners and senior staff chase clients for documents, approvals, and payments.
Admin stealing billable hours
Professionals spend 30% of their time on admin that could be automated.
Inconsistent onboarding
New client onboarding is ad-hoc, creating poor experiences and setup delays.
Our Solutions
AI Proposal Generator
Input the client brief, get a tailored proposal in 10 minutes. Trained on your past wins and brand voice.
Client Onboarding AI
Automated workflows that collect documents, send welcome packs, and trigger internal setups without manual effort.
Invoice Processing
AI that extracts invoice data, validates against POs, and routes for approval automatically.
Meeting Summarization
AI that joins calls, generates summaries, action items, and follow-up emails instantly.
Case Study
Management consultancy cut proposal time from 3 days to 10 minutes
A boutique strategy consultancy deployed our proposal generator trained on 200 past proposals. Consultants now generate tailored first drafts in 10 minutes instead of 3 days. Win rate improved from 28% to 41% as faster turnaround impressed prospects.
Technology Stack
Geminin8nNotion / CodaDocuSignSupabaseZapier
Ready to automate your Professional Services operations?
Book a free 30-minute strategy session. We'll map your workflows and show you exactly what's possible.
Free Consultation
Ready to put your business on autopilot?
Book a free consultation. We'll map your automation opportunities and show you exactly where AI can save you time and money.