AI for professional & business services
Firms sell expertise, but a lot of time goes to the work around it: onboarding paperwork, proposal drafts, research, CRM updates, and status reports. AI can draft, gather, and organize so your people spend more time with clients and less on assembly.
Common challenges
- Proposals are rebuilt from old documents every time.
- Client onboarding involves chasing the same information repeatedly.
- CRM records fall behind because updating them is tedious.
- Research and briefing prep take hours before every meeting.
- Past work and know-how are hard to find.
Workflows we can help with
- Client onboarding
- Collect, check, and file onboarding information with automated reminders.
- Proposals
- Draft proposals from a library of approved content and past work for a person to tailor.
- Research
- Assemble background briefings on prospects, industries, or topics with sources.
- CRM updates
- Turn meeting notes and emails into suggested CRM updates for approval.
- Reporting & knowledge
- Produce client status reports and make internal know-how searchable.
Example scenario: meeting notes to CRM
- 01
Meeting notes saved after a client call
- 02
Key facts, next steps, and dates extracted
- 03
Suggested CRM updates prepared
- 04
Account owner reviews and approves
Person approves
- 05
CRM updated and follow-ups scheduled
Hypothetical example. Nothing is written to the CRM without the account owner's approval.
Relevant services
- AI agents & assistants
Internal assistants that answer questions from your information and agents that carry out tasks with approval.
- AI tool rollout & training
Choose and set up AI tools, then train people with workshops built around their real work.
- MCP & systems integration
Connect AI to your CRM, ERP, databases, and documents through APIs, connectors, and Model Context Protocol.
- Workflow automation & process improvement
Simplify processes and automate document handling, reporting, handoffs, and repetitive data entry.
What we'll need from you
- Partners or leads who define quality standards
- Examples of strong past proposals and reports
- CRM and document system access
- Staff to test drafts and give feedback
Next step
Request a free 30-minute conversation about a defined project or an uncertain problem. We'll discuss your needs, tools, and constraints and decide together whether there is a useful next step.
Free · 30 minutes · Reply within 1 business day
Questions about professional & business services
Who approves client-facing drafts and CRM changes?
Your team defines the approval rules. In this example, the account owner reviews suggested changes before anything is written to the CRM.
Can an assistant use confidential client material?
Only within agreed data-handling and access arrangements. We first review source permissions, platform terms, and restrictions with your team; do not send confidential material through the introductory inquiry form.
Let's talk about what you want to improve.
The free workflow review is your starting point. Bring a project, a process, or a question about where to start.
What happens on the first call?
We’ll discuss what you want to improve, the tools you use, and the constraints you’re working within. You’ll leave with 2 to 3 automation ideas, whether or not we work together.
Start with a defined project or an uncertain problem. You’ll leave with 2 to 3 automation ideas, whether or not we work together.
30 minutes. You'll leave with 2 to 3 automation ideas, whether or not we work together.