Professional Services
More proposals, faster research, and cleaner client follow-up — without adding busywork.
Accounting, legal, consulting, and advisory firms are document-heavy and margin-sensitive. That makes workflow improvement easy to measure.
Built around
- 01Repeated workflows
- 02Visible business value
- 03Appropriate human review
Where we typically start
High-value workflows with a clear owner.
A Readiness Sprint compares value, risk, adoption effort, and time to proof before choosing the first workflow to build.
- Proposal and engagement-letter drafting
- Client research and meeting-prep summaries
- CRM hygiene and follow-up automation
- Internal knowledge assistants grounded in your SOPs
Other industries
Explore adjacent workflow patterns.
Local & Retail
Home services, med spas, clinics, and multi-location retailers lose revenue to missed calls, stale follow-up, and inconsistent content.
Healthcare Practices
Small and midsize practices want productivity gains while preserving BAAs, auditability, and appropriate human review. We start governance-first.
Professional Services — next step
Start by ranking the workflows.
A two-week Readiness Sprint identifies the use cases worth building, the measures that matter, and the risks to address first.