aigency.
ai_for_professional_services

AI systems for firms that bill for expertise, not admin

We help consulting, legal, accounting and advisory firms automate intake, documents, meetings and follow-ups — so senior time is billable.

{ the_problem }

Common operational problems in professional services

  • Lead intake is manual and inconsistent
  • Onboarding new clients takes weeks
  • Proposals drain partner time
  • Documents are drafted from scratch
  • Meeting notes rarely turn into actions
  • Follow-ups depend on memory
  • Internal knowledge is trapped in inboxes
  • Reporting is retrospective, not real time
{ where_ai_helps }

Where AI creates real leverage

Lead intake
Client onboarding
Proposal automation
Document workflows
Meeting summaries
Follow-ups
Internal knowledge base
Reporting and operations
{ solution_examples }

Specific AI systems we design for professional services

Intake AI

Qualifies enquiries and books discovery calls automatically.

Onboarding automation

Turns engagement letters and KYC into a guided flow.

Proposal generator

Drafts scoped proposals from meeting notes and templates.

Document workflow AI

Assembles, checks and versions client documents.

Meeting summariser

Notes, actions and next steps captured every call.

Knowledge base AI

Your firm's expertise, searchable in seconds.

{ expected_impact }

Business outcomes clients typically see

40%
More billable hours
3x
Faster proposals
50%
Less onboarding time
30%
Higher client NPS
{ how_it_works }

How implementation works

Phase 01
Audit
Map where senior time is spent on non-billable work.
Phase 02
Design
Pick AI systems by hours saved and client experience.
Phase 03
Build
Deploy inside your DMS, CRM and comms stack.
Phase 04
Adopt
Train the firm with governance and quality controls.
book_an_ai_audit

Ready to see where AI fits into your professional services operation?

A focused audit that maps your operations, identifies AI opportunities, and gives you a clear roadmap — before you spend on tools.

Book an AI AuditExplore AI Solutions
/ what_you_get
4 weeks
  • Ops, sales, marketing & support workflow map
  • Prioritised AI opportunity matrix (ROI-ranked)
  • 30 / 60 / 90 day rollout roadmap
  • Tool + integration recommendations for your stack
Investment
Fixed scope
Outcome
Roadmap