● Industry · Professional Services
AI for Professional Services
AI that leverages your firm's IP: knowledge assistants, proposal automation, and delivery copilots.
5×
Faster research
iManage
Native DMS
Firm-IP
Grounded
● Pain points
Where professional services leaders lose time
- Firm knowledge trapped in old engagements
- Manual proposal and SOW drafting
- Time-consuming research and analysis
- Utilization and staffing bottlenecks
● AI opportunities
Where AI actually delivers
- Firm-wide knowledge assistants
- Proposal, SOW, and MSA drafting copilots
- Research and analysis acceleration
- Engagement management copilots
● Enterprise workflows
How this lands in your stack
- DMS integration (iManage, NetDocuments, SharePoint)
- Practice management and billing systems
- CRM and BD workflows
- Engagement quality and risk workflows
● Outcomes
What good looks like
- 3–5× faster research turnaround
- Proposal cycle time cut significantly
- Higher realized rates on retained work
Relevant services
Enterprise Knowledge AssistantDocument IntelligenceSales AIAI Governance
FAQ
How is client confidentiality preserved?
Deployments run inside your tenant with matter-level access controls, no training on client data by default, and full audit logging.
Other industries
Free workflow review
Find the workflow worth automating next
Bring one process that is slow, repetitive, expensive, or leaking opportunities. We will map the current workflow, identify the bottleneck, and tell you whether automation is worth pursuing.
Book a free workflow review
No obligation. If automation is not the right answer, we will say so.