Streamline client engagements, automate billing, and improve service delivery for consulting, accounting, and professional services firms.
Transform how you deliver professional services with AI that handles client intake, project management, time tracking, and billing. From boutique consultancies to global firms, our solutions help professionals focus on delivering value while AI handles administration.
Discover the specific AI solutions we provide for the professional services industry.
Automated onboarding, document collection, and engagement setup.
AI-assisted time capture and categorization for accurate billing.
Generate proposals, contracts, and deliverables automatically.
Automated invoice generation, approval workflows, and collections.
Optimize staff allocation and project scheduling.
Status updates, meeting scheduling, and project collaboration.
See how our AI automation workflows work in practice.
New client signed
Generate engagement letter + collect documents + set up project + assign team
Smooth onboarding
Week ends
Prompt time entry + review unbilled time + generate invoice draft
Complete billing
Project milestone reached
Update client + generate deliverable + trigger invoice + schedule review
Smooth delivery
Invoice overdue
Send reminder + escalate if needed + update AR report
Better collections
Capture more billable time with less admin burden.
Automate routine work to deliver projects faster.
Faster invoicing and better collections.
Responsive communication and smooth engagements.
Common questions about AI automation for professional services.
Consulting, accounting, architecture, engineering, legal, IT services, and other professional services firms. Our solutions adapt to your specific workflows.
We integrate with Salesforce PSA, FinancialForce, Mavenlink, Kantata, and other professional services automation platforms.
Yes, our AI generates proposal drafts based on templates, past proposals, and client requirements. Your team refines and personalizes before sending.
We maintain strict confidentiality with encrypted storage, access controls, and the ability to process sensitive work without exposing it to AI training.
AI learns your patterns, suggests time entries based on calendar and activity, and makes it easy to capture time accurately without manual logging.
Leading professional services firms are using AI to deliver better results.
See how we help businesses across different sectors.