Solutions / Professional Services & Consultancies

Agentic AI for Professional Services & Consultancies.

If you bill by the hour, agentic AI buys back the most expensive of those hours. The three agents that move the needle fastest in document-, RFP- and client-heavy firms.

Three agents we deploy first

Audience: Advisory, legal, audit, marketing, agencies and other expert-led firms.

01

Pitch & Proposal Agent

Drafts RFP responses, pitch decks and capability statements in your firm's voice.

Reads the RFP, pulls from your prior wins and case studies, drafts the response sections and the deck. Brand-checks against your style guide before send.

  • Connects to your proposals library, CRM, case studies, brand kit
  • First draft of an RFP response in hours, not days
  • Partners reclaim billable time and senior-pitch capacity
60–80% reduction in time-to-proposal; win-rate uplift after tuning. Ships in 6–10 weeks.
02

Document & Contract Intelligence Agent

Reads MSAs, SOWs, NDAs and inbound RFPs - extracts questions, redlines and obligations.

Cuts contract review time and turns inbound RFPs into structured question lists ready for your team to answer. Tracks NDA expiry and obligation triggers.

  • Connects to iManage / NetDocs / SharePoint / Drive
  • RFP intake → structured question list in minutes
  • Obligation alerts so commitments don't get missed
70–90% reduction in manual abstraction. Ships in 8–12 weeks.
03

Onboarding & Verification Agent

Client conflict checks, KYC, and engagement-acceptance memos - one flow, not five.

Collects IDs and trade licences, runs sanctions and conflict checks, drafts the engagement-acceptance memo for partner sign-off. Tracks expiry and triggers refresh.

  • Conflict checks across the firm, automatically
  • Engagement-acceptance memo drafted in minutes
  • Audit-ready paper trail with full versioning
50–75% cycle-time reduction (3–7 days → hours). Ships in 10–14 weeks.

Built to ship, not to pitch.

Fixed-fee 90-day pilot. Reusable harness across the firm - the second agent costs less than the first. Works with your existing stack (iManage, NetDocs, Salesforce, HubSpot, Microsoft 365, NetSuite).

Talk to us about Professional Services & Consultancies agents.

Tell us which workflow is costing you the most. We will tell you which of these three to deploy first and how fast it ships.

Start a briefing

Subject to the Dubai AI mandate?

Answer eight questions and see where you stand against the two-year deadline, with a recommended starting package.

Take the readiness assessment