Industries · Ps
AI for client delivery, intake, and back-office operations.
Professional services firms sell expertise but spend half their time coordinating its delivery. The AI work here is the project-management layer — drafting status updates, routing internal requests, generating client deliverables that the team then refines.
Where the leverage lives
You're losing time in predictable places.
Across the firms we map, the same friction points keep showing up. They're not strategic questions — they're operational ones, which is why AI moves the needle here.
- 01 Friction point
Client status reporting
Weekly updates eat partner time. Most of it is restating what's already in the project tool.
- 02 Friction point
Project intake friction
Every new engagement starts with the same data collection. The third version of the questionnaire arrives in week two.
- 03 Friction point
Deliverable assembly
Slide decks, reports, and presentations get rebuilt from scratch when ninety percent of the structure repeats.
- 04 Friction point
Internal request routing
Inbound from the engagement team — "who owns this?" — runs through one or two people who weren't supposed to be a routing layer.
- 05 Friction point
Knowledge re-creation
Every new engagement re-discovers patterns the firm has already solved. The wiki, if it exists, isn't where people look first.
The operational surface
Every workflow touches four surfaces.
We map your real lifecycle against these four. AI lands where the surfaces meet — the handoffs, the queues, the data movement.
Client Operations
- Intake automation
- Engagement-letter drafting
- Status-update generation
- Invoice / time review
Delivery
- Deliverable scaffolding
- Slide / report drafting
- Quality-check passes
- Final-mile editing assist
Internal Coordination
- Request routing
- Resourcing flags
- Meeting prep packets
- Open-loop tracking
Knowledge
- Past-engagement search
- Template surfacing
- Subject-matter expert lookup
- Lessons-learned capture
How we think about it
The expertise is the product. AI never replaces the analytical work, the recommendation, or the relationship. It removes the assembly, the coordination, and the re-discovery — the bottom-of-the-pyramid work that scales with engagement count.
What we actually build
Production systems, not chatbots.
Each system is scoped to the workflow it replaces and the system it integrates with. Built in your environment, owned by you.
- 01
Status-Update Drafter
Pulls project state + recent activity → drafts the client weekly update in your firm's voice. PM edits and sends.
- 02
Intake Automation
Reads the engagement letter + RFP → pre-populates the project tool, drafts the kickoff agenda, surfaces what data the client still needs to provide.
- 03
Deliverable Scaffolder
Generates the first draft of recurring deliverable types from your firm's templates + the project data. The team rewrites; the system saves the assembly hours.
- 04
Internal Request Router
Reads inbound Slack / email from the engagement team, identifies who owns it, drafts the routing message, escalates if no response.
- 05
Knowledge Assistant
Searches past engagements, deliverables, and subject-matter expertise. "Have we done this before?" gets answered before someone re-builds it.
Fits the stack you already run
No rip-and-replace.
We build on top of your existing tools. If yours isn't listed, it still probably has an API or an export — the Blueprint identifies the integration path before any code is written.
Project Tools
- Asana
- Monday
- ClickUp
- Notion
- Jira
- internal PMO
Time & Billing
- Harvest
- BigTime
- Replicon
- QuickBooks
- internal ERP
Communications
- Slack
- Microsoft Teams
- Gmail / Workspace
- Outlook
Documents & Storage
- Google Drive
- OneDrive
- Box
- Dropbox
- SharePoint
Questions, answered
The questions we hear most on the first call.
Will AI build the actual deliverable?
AI builds the scaffold — the structure, the boilerplate sections, the data tables. The expertise, recommendations, and final language come from the team.
How does this work with billable hours?
The work AI does isn't billable; the work the team does is. Most firms find utilisation on the high-value work goes up, not down.
Can this fit a smaller firm?
Yes — smaller firms feel the coordination tax more, not less, because there are fewer people to absorb it.
Same approach, different language
The shape rhymes across industries.
Get started
The first call is free. The first conversation matters.
You'll talk to Sam directly. We'll map the highest-leverage workflow in your business — no preamble, no slide deck.
Path A
Book a 30-minute discovery call
Pick a time that works. We'll use the 30 minutes to map the highest-leverage workflow in your business.
Path B
Send a message
Prefer async? Describe what you're working on and we'll respond within one business day.