Client intake and scoping
Classify inbound fit, gather missing context, draft scoping notes, and prepare the next conversation with relevant prior work attached.
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Industries / 06
We deploy AI into the workflows that run professional services firms.
Professional services firms leak time between intake, scoping, knowledge reuse, drafting, review, and reporting. We deploy AI where expert time should stop being used for repetitive assembly.
When this industry needs the engine treatment
- New inquiries require senior people to repeat the same scoping questions and context gathering.
- Proposals, audits, reports, and deliverables are rebuilt from prior work nobody can find quickly.
- Experts spend billable time on formatting, synthesis, follow-up, and internal search.
- Team knowledge lives in Slack, Drive, email, and old decks without a usable retrieval layer.
How we deploy it, by engine
Delivery workflow coordination
Route tasks, source files, review states, and approvals so delivery work does not depend on one project lead remembering every handoff.
Time leakage and margin review
Surface repetitive non-billable work, scope creep, unbilled follow-up, and delivery patterns that erode margin.
Proposal and deliverable memory
Index prior proposals, reports, audits, decks, client notes, and methods so teams can draft from proven material with citations.
On the ground
- Intake prepared before senior experts enter the conversation.
- Prior work reused with source context instead of copy-paste archaeology.
- Non-billable drag visible enough to reduce it.
Industry diagnostic
Diagnose your services workflow
Bring us the workflow where expert time is being wasted. We will tell you whether AI should be deployed and what the first system would need.
Workflow map / eval harness / go-no-go