Operating AI™ for Professional Services
AI for Professional Services
Deliver more. Admin less. Win bigger.
Professional services firms succeed by deploying human expertise at scale. Operating AI™ automates the administrative and operational work that consumes billable capacity — so your professionals can focus on client delivery.
The Challenge
What holds professional services companies back
AI operational systems for consulting, accounting, law, and professional services firms — automating client onboarding, time and billing, project delivery, and business development.
- 01Time capture and billing that's always behind
- 02Client onboarding processes that are slow and inconsistent
- 03Proposal preparation consuming senior time
- 04Knowledge management that scales poorly
- 05Business development tracking across partners
- 06Resource utilization visibility that's always stale
Solutions
How Operating AI™ solves it
01
Client Onboarding Automation
Document collection, engagement letter execution, KYC/AML verification, system setup, and kickoff scheduling automated from client acceptance to project start.
02
Time and Billing Intelligence
Time capture reminders, billing review workflows, invoice generation, and AR follow-up automated — improving realization rates and cash flow.
03
Knowledge and Expertise Management
Firm knowledge, methodologies, templates, and client work products indexed and searchable — reducing time to find information and improving consistency.
04
Business Development Intelligence
Pipeline tracking, proposal analytics, relationship mapping, and business development reporting automated — giving firm leadership complete pipeline visibility.
AI Agents
Agents deployed for Professional Services
In Practice
Professional Services use cases
01
New Client Onboarding
From signed engagement letter to active project — document collection, account setup, team assignment, kickoff scheduling, and welcome communication automated end-to-end.
02
Weekly Time and Billing Review
Time entries are automatically reviewed for completeness, WIP reports generated, billing decisions facilitated, and invoices drafted — reducing billing cycle time from weeks to days.
03
Proposal Factory
RFPs and proposal requests are processed with AI-assisted scope development, pricing assembly, relevant experience and case study identification, and document formatting.
04
Utilization and Capacity Reporting
Real-time utilization, realization, capacity by practice, and forward-looking resource requirements compiled automatically for operations and staffing decisions.
Outcomes
Professional Services outcomes
Real results from Operating AI™ deployments across middle market companies.
Improvement in realization rate
Faster client onboarding
More proposals per business development professional
Increase in billable utilization
Integrations
Integrated with your industry stack
Operating AI™ connects natively with the systems your business already uses.
Implementation
How we build your Professional Services AI OS
01
Assess02
Architect03
Build04
Adopt05
Operate06
OptimizeFAQ
Frequently asked questions
Yes. Operating AI™ supports fixed-fee, time-and-materials, retainer, and hybrid billing models. Project milestones, budget tracking, and billing triggers are configured per engagement type.
Get started
Build your Professional Services AI OS
Talk to a specialist who understands professional services operations.