Bill for expertise,
not admin.
Proposals, time tracking, QBRs, and knowledge capture — automated so your people spend hours on clients, not paperwork.
Matched 3 relevant past wins for case studies
Assembled team bios and capability matrix
Generated draft proposal for partner review
Business Dev agent
Proposal Builder
3x faster proposals
Matched 3 relevant past wins for case studies
Assembled team bios and capability matrix
Generated draft proposal for partner review
Business Dev agent
Proposal Builder
3x faster proposals
utilization rate achieved
faster proposal generation
more client expansions
new hire ramp time
See Professional Services agents in action.
Real workflows with tool requests, reasoning steps, and approval gates – exactly how they run in production.
AI agents for every Professional Services workflow
Purpose-built agents that understand your industry's tools, terminology, and compliance requirements.
Business Development
RFP & proposal automation
Proposals assembled from past wins, capability statements, and team bios — draft-ready in hours instead of days.
CXO meeting prep
Client financials, industry context, relationship history, and competitive landscape synthesized into pre-meeting intelligence.
Prospect outreach
Personalized outreach sequences drafted from CRM data, LinkedIn intelligence, and industry research.
Workforce planning & CV matching
Available consultants matched to engagement requirements based on skills, experience, and client preferences.
Engagement Delivery
Report & deliverable generation
Client deliverables drafted from research, data analysis, and engagement notes — with consistent formatting and branding.
Data analysis assistance
Complex data sets analyzed, visualized, and summarized in natural language — turning hours of Excel into minutes.
Knowledge capture
Engagement learnings, methodologies, and best practices captured and indexed — making institutional knowledge searchable by everyone.
Client QBR preparation
Quarterly reviews assembled from engagement metrics, deliverable status, satisfaction scores, and expansion opportunities.
Operations & Compliance
Utilization tracking
Billable hours, project allocation, and bench time monitored in real-time — with alerts when targets drift.
Time & expense compliance
Timesheets reviewed for policy compliance, missing entries flagged, and expense reports validated automatically.
Engagement status reporting
Weekly status reports compiled from project management tools, time entries, and team updates — zero manual aggregation.
Compliance & policy support
Internal policies, engagement guidelines, and regulatory requirements searchable and surfaced contextually.
Intelligence & Strategy
Industry intelligence
Market trends, regulatory changes, and competitor moves monitored and synthesized into practice-area briefings.
Competitive intelligence
Win/loss analysis, competitor positioning, and pricing intelligence aggregated from CRM data and market research.
Engagement post-mortems
Lessons learned, client feedback, and delivery metrics synthesized into structured retrospectives after every engagement.
Content creation & thought leadership
Blog posts, whitepapers, and presentations drafted from engagement expertise and research.
Connects to your entire Professional Services stack
100+ OAuth connectors — permissioned and secure. Your agents work across every tool your team already uses.
Automation for your most critical Professional Services workflows
FAQ
Frequently asked questions
AI agents automate proposal assembly, utilization tracking, knowledge capture from engagements, QBR preparation, and resource allocation. Consultants and advisors spend more time on client work and less on internal admin.
Coworker agents handle proposal building from past wins, billable hours monitoring, engagement deliverable indexing, client review preparation, staffing gap alerts, and cross-project knowledge reuse.
Coworker agents automatically index engagement deliverables, extract reusable frameworks, and surface relevant past work when teams start new proposals. Institutional knowledge stays accessible even as people move between projects.
Yes. Coworker agents monitor billable hours across your time tracking and project management tools, flag capacity gaps, and alert managers when team members are over or under-utilized relative to targets.
AI agents pull relevant case studies, team bios, methodology frameworks, and pricing precedents from past winning proposals to assemble competitive responses faster and with better hit rates.
Deploy AI agents for Professional Services in minutes
Connect your tools, pick a workflow, and your first agent runs before you finish setup.