Industries
Professional Services
For managing partners and firm leaders in accounting, law, engineering, architecture and consulting. Clients are asking how you use AI, your people are already experimenting, and the economics of billable work are shifting. We help you decide where AI belongs in the work, and build it so quality holds.
What we hear from professional services leaders
Clients are asking about AI
Some want to know how you use it to work faster. Others restrict it in their engagement terms or send AI security questionnaires. Your partners need to agree on one answer.
Faster work, same billable hour
If AI makes a task faster, who keeps the difference? Partners worry about realization; clients expect the savings. That's a pricing and staffing question as much as a technology one.
How juniors learn the work
The research and first drafts AI does well are how associates and staff learn. You need a plan for training people, not just tools.
Where AI pays off first
Proposals and RFP responses
Drafts built from your past proposals, bios and project descriptions, so the team edits a strong first version instead of starting from a blank page. What to track: hours per proposal.
Sales Enablement & CRM Automation: Proposals and RFP responsesFirm knowledge search
Ask in plain English and find the relevant past matters, workpapers or deliverables, with links to the source, respecting access controls and ethical walls. What to track: time to find a precedent.
AI Agents: Firm knowledge searchFirst drafts, with review
Engagement letters, research memos, client summaries and routine reports drafted from your templates and the file, then reviewed and signed by the professional responsible. What to track: hours to a reviewed draft.
Workflow Automation: First drafts, with reviewTime entries without the month-end scramble
Suggested time-entry descriptions from calendars, documents and email, for each professional to correct and approve. What to track: days to close time each month.
Workflow Automation: Time entries without the month-end scrambleUtilization and realization in plain English
Ask which clients, matters or teams are running over budget and get the answer from your practice management data. What to track: overruns caught before the invoice.
Data Analytics: Utilization and realization in plain English
What's different about professional services
Confidentiality and privilege
Client confidences, privileged material and workpapers can't leak into public tools or across client teams. We build inside environments your firm controls, respect existing access rules, and review the provider's data terms with you before client material is involved.
Professional responsibility
Your duties of competence, supervision and confidentiality apply to AI as they do to any tool. Every build keeps a named professional reviewing the output, and your firm's policy says which tools are approved for which work.
Client-specific terms
Some clients limit AI use in their outside counsel guidelines or contracts. We help you record those terms and make sure the tools respect them, client by client.
How we'd start
Interview the managing partner and practice leaders about where the firm is heading.
Map the daily work of partners, managers, associates and administrative staff in each practice.
Review your document management, practice management and time and billing systems.
Rank every opportunity and prove the first build in one practice group before a firm-wide rollout.
Common questions
Will our client data train someone else's model?
We recommend providers and settings that don't train on your data, and check their terms with you before any client material is involved.
Should we buy a legal or accounting AI product instead?
Maybe. Industry products keep getting better. The Assessment makes a build-vs-buy call for every opportunity, and if an off-the-shelf product does the job, the map says so.
How do we get partners on board?
Start with the work partners like least, prove it in one practice group, and let the results make the argument. Our partner leads AI adoption, training and change management, so the tools get used after launch.
Does AI change how we price our work?
It can. When a task gets faster, some hourly and fixed-fee arrangements need another look. We show where the time goes today, so your partners make that call with facts.
Related solutions
Let's find where AI pays off in your business.
Thirty minutes with Daniel. No pitch deck: you talk about your business, I tell you honestly where AI fits and where it doesn't.