More Time on Clients.
Less on the Work Around Them.
Projected productivity gains for professional services by 2030
Time saved per professional, every week, by 2029
Less time spent on project research using AI
Billing 6-7 hours, but spending another 2 writing up the work
Rebuilding the same proposals, scopes, and reports from old documents
Chasing approvals, versions, and client feedback across inboxes and Teams chats
Manually pulling information from multiple systems just to prepare status updates
Losing valuable project knowledge inside documents, meeting notes, and email threads
Spending senior time on admin work that should already be automated
Compliance processes relying on spreadsheets, reminders, and manual checks
Hiring more project management and support staff just to keep projects moving
Delays between doing the work and invoicing for it
Teams using different templates, processes, and reporting formats across the business
The admin in professional services isn’t one big task. It’s a hundred small ones, spread from the first scoping call to the final invoice. We connect the tools you already run, like your CRM, Teams, PSA, e-sign, and Azure DevOps, into a single workflow, with AI agents each handling one stage and passing the work between them. See how it works across the full lifecycle in our Professional Services Automation system.
The answers your team needs are usually buried in a statement of work or a Teams thread. We build contract Q&A agents that return quick, accurate answers about client agreements, and we centralize research and documentation, so project knowledge stays findable instead of scattered across inboxes.
Agents track each consultant’s activity through delivery, log the time in your PSA automatically, and turn it into plain-language notes for clients. Those notes feed straight into weekly status reports, so project managers spend less time chasing updates and more time managing the work.
The answers your team needs are usually buried in a statement of work or a Teams thread. We build contract Q&A agents that return quick, accurate answers about client agreements, and we centralize research and documentation, so project knowledge stays findable instead of scattered across inboxes.
We don't just work with professional services firms. We are one. So when we work with your team, we already understand the operational pressure behind the work.
