We start with how your team actually works, then design and build custom AI automations in your stack. Below are the most common workflows we implement for people-heavy professional services firms - your system is always tailored to your own bottlenecks and priorities.
Sales & business development
The work that wins business, replying to inbound, qualifying leads, drafting proposals and RFPs, following up, is the work most often crowded out by everything else. We turn it into a repeatable system so it actually gets done, fast.
Conversion lift when inbound leads are responded to within 60 seconds, vs. an industry average of 47 hours.
Automatically replies to or calls back inbound leads within seconds of them reaching out. Research shows that responding within 60 seconds increases conversions by 391%, yet the average firm takes 47 hours. This ensures you're always the first to respond, even nights and weekends.
Pulls from past proposals, scoping notes, and pricing to generate a ready-to-edit draft. Cuts what usually takes a partner 2–3 hours down to 15 minutes.
Matches RFP questions to your past answers, case studies, and credentials. Assembles a first draft your team just reviews and polishes.
Enriches inbound leads with firmographic data, scores them against your ideal client profile, and routes them to the right person.
Generates and sends personalized follow-up emails after meetings, proposals, or cold outreach based on your CRM activity.
Client delivery & work product
Most of the hours in a delivery week are spent assembling, formatting, and chasing information. We hand your team first drafts, structured briefs, and meeting outputs that arrive already organized, so the experts spend their time on the work only experts can do.
Where consultants start on a recurring deliverable, instead of staring at a blank page.
Auto-generates welcome docs, intake forms, access credentials, and kickoff agendas the moment a deal closes.
Creates first drafts of recurring client deliverables (reports, analyses, audits) from templates and source data so your team starts at 60%, not 0%.
Turns raw documents, links, and data into structured research briefs and options analyses, so consultants spend more time on judgment and less on hunting information.
Generates first drafts of memos, assessments, and executive summaries from existing materials, and runs automated checks for consistency, missing sections, and obvious errors.
Pulls data from your PM tool, timesheets, and deliverables to draft weekly or monthly client status updates.
Summarizes meeting recordings into structured notes with owners, deadlines, and next steps pushed to your PM tool.
See which 3–5 workflows would unlock the most capacity in your firm.
Finance & billing
Invoicing, timesheets, expense coding, monthly close: the unglamorous machinery that decides how fast cash actually moves through your firm. We automate the document handling, the matching, and the report assembly, so finance gets to focus on judgment calls and exceptions.
Reads incoming vendor invoices, matches them to POs or contracts, flags discrepancies, and stages them for approval.
Compiles billable time, expenses, and supporting documentation into invoice-ready summaries, so finance spends less time reconciling and more time collecting.
Cross-references timesheets against project budgets and flags entries that look off: wrong codes, missing time, budget overruns.
Pulls data from your accounting system, populates your reporting template, and generates a formatted draft ready for partner review.
Reads receipts and bank transactions, assigns GL codes, and flags anything that doesn't match policy.
Operations & leadership
Leadership shouldn't have to chase status updates, page through dashboards, or learn about a missed deadline after it's missed. We pipe the data your firm already generates into live views and proactive alerts, so partners and ops leaders run on signal.
Pulls data from time tracking, project systems, and calendars into a live view of who is overloaded, who has slack, and where you can take on more work without more hires.
Auto-assembles a concise weekly email or dashboard for leadership: pipeline, active matters, risks, and key metrics, so leaders spend less time chasing updates.
Watches key dates, SLAs, and milestones across systems and triggers alerts or escalations before something is late, not after.
Turns your scattered docs, Slack threads, and tribal knowledge into structured, searchable SOPs your team actually uses.
Every firm has its own bottlenecks, its own stack, and its own definition of "good." We start with a diagnostic of how your team actually works, then design and build the three to five workflows that will return the most capacity in your firm, in your tools, with your data, owned by your people.