Complete automation for consulting, legal, accounting, and advisory firms.
Our platform addresses the unique challenges of professional services firms, from client engagement to knowledge work. We've built specialized AI agents specifically for optimizing high-value professional workflows.
Fully automated client onboarding, communication, and relationship management
Reduction in document processing and research time
Typical ROI timeline for mid-size firms
Increase in billable capacity per professional
Faster client response and reporting capability
Eliminate manual data collection and setup with AI-driven workflows
Our AI-powered client intake system streamlines the entire onboarding process from initial contact to engagement kickoff. It automatically collects and organizes client information, generates required documentation, sets up internal systems, and ensures compliance with all relevant regulations and firm standards.
Our internal analysis of automation potential for client reporting, knowledge management, and engagement staffing.
