Professional services
Your best people are doing work a system should do.
Proposals, client reporting, chasing information between inboxes and files. In a 20 to 200 person firm, that's senior time, and it's the first place AI pays back.
Pressure points
- Proposals depend on two or three senior people
- Client context lives in inboxes, not in a system
- Monthly reporting takes a week and gets read once
Where AI creates value
- Proposal drafting from past work
- Client reporting built from the source systems
- Inbox triage and drafted replies
- A queryable record of what was agreed with whom
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