AI for professional services consultancies
AI for professional services firms
Proposals, status reporting, and the firm's collective knowledge, working on every engagement. 2x ROI in 90 days, or we work free.
Senior time goes to non-billable work.
Proposals, status decks and internal reporting, done by the people whose hours clients actually buy.
Every engagement starts from zero.
The firm solved this exact problem two years ago. Nobody can find where.
Utilization and scope creep hide until month-end.
By the time the numbers land, the margin is already gone.
What we build for professional services firms
Proposal and SOW automation.
Drafted from your past wins and your scoping logic. A partner reviews instead of writes.
Firm knowledge brain.
Every deliverable, decision and lesson the firm has produced, searchable, so engagements stop re-learning.
Engagement status reporting.
Clients and partners see where things stand without anyone assembling a deck.
Meeting-to-action pipeline.
Notes, decisions and tasks captured from every client meeting and routed to the people who own them.
Utilization and margin reporting.
Scope creep and utilization visible weekly, while there is still time to act.
Client onboarding automation.
New engagements papered, provisioned and kicked off without partner chasing.
Proof
Professional services · A national professional services firm
AI adoption from 23% to 85% across a national firm
23% → 85%active AI adoption
Read the case studyLegal · A Canadian law firm
Document prep time down 60% at a Canadian law firm
-60%document prep time
Read the case studyWe guarantee 2x ROI inside 90 days. Our average client sees 4.1x within 120. The floor is the promise; the average is what actually happens.
The numbers in professional services firms
Small-business AI adoption reached 63-88% depending on survey, with productivity the #1 motivation (BizBuySell, 2026).
BizBuySell · 2026
95% of GenAI pilots show no measurable P&L return; the winners pick use cases by P&L impact, not novelty (MIT, 2025).
MIT NANDA · 2025 · 150 interviews, 350-employee survey, 300 deployments analyzed
Built around your rules
Client confidentiality
Engagement data is scoped per client at the database layer, so one client's work is invisible to every other engagement by construction. NDAs are respected in the architecture, not just the contract.
Professional standards
Where your practice is regulated, by a law society, CPA body or similar, outputs stay drafts a professional reviews and signs.
PIPEDA and BC PIPA
Personal information handled to respect both, with residency scoped per engagement.
CASL
Business development outreach is consent-based, identified and unsubscribable.
Client engagement data is scoped per account with row-level security, under no-training API terms, with an audit trail your clients can ask about.
Tech choices for professional services firms
See the full capability mapClaude
Proposals, summaries and the knowledge brain's reasoning.
Supabase RLS
Per-client scoping with row-level security.
Modal
Scheduled reporting and pipeline runs.
Run your numbers.
Your operations
Savings use the low end of our 25-50% hours-reclaimed range. The math is conservative on purpose.
The math
Calculated at the low end of every range.
If this math doesn't come true within 90 days, we work for free.
The hard questions
Free · 3-5 days
Know your number in five days.
We map your operations, find the highest-ROI automations, and hand you a ranked plan with the payback math attached. Yours to keep, whoever builds it.
Prefer to talk first? Book 15 minutes with James. No pitch deck.