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Industries

AI Automation for Professional Services

Consultancies and agencies sell expertise but lose margin to proposals, reporting, and client onboarding. AI automation keeps teams billable while improving client experience.

Discuss professional services with us

Problems we solve

  • Proposal drafts take senior time

    Copilots assemble scope, case studies, and pricing templates from CRM data.

  • Client onboarding is a checklist in someone's inbox

    Workflow agents collect assets, access, and kickoff tasks with reminders.

  • Monthly reporting is manual export theater

    Agents pull metrics, draft narratives, and highlight variances for partner review.

Example: marketing consultancy

Automated monthly performance summaries from ads and analytics APIs.

  • Reporting time cut by half
  • Clients received consistent narrative format
  • Upsell signals flagged from anomaly detection

Related services

From the blog

Industry FAQ

Will clients know AI helped?
You control disclosure; we recommend transparency in SOWs where required.
Multi-client data separation?
Strict tenant isolation in knowledge bases and agent permissions per client.