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Turn Firm Knowledge Into Coordinated Delivery
We engineer agents that structure client intake, prepare proposals from firm precedent, organize research, capture meeting outcomes, coordinate projects, and make institutional knowledge easier to use — with professional review wherever work faces the client.
- Sector
- Professional & Regulated Services
- Agents on this page
- 6 purpose-built agents
- Control
- Approval checkpoints and audit trail
Professional services firms sell judgment, but they deliver through process: intake, scoping, proposals, research, meetings, and follow-up.
The knowledge that wins and delivers engagements rarely lives in one place — it sits in old proposals, project folders, meeting notes, and the memory of a few senior people. Every time a team rebuilds what the firm already knows, billable hours go to assembly instead of advice.
The pressure is structural. Clients expect faster turnaround and consistent quality across teams and offices, while margins depend on how much senior time each engagement consumes. Firms that make their own precedent easy to find and reuse deliver differently from firms that start every engagement at a blank page.
AI agents fit this layer precisely. Connected to the firm's CRM, document storage, and project tools, they structure intake, prepare drafts from approved content, capture what meetings decide, and keep project records current — while professionals keep the judgment, the relationships, and the sign-off.
Where the work slows down
Expertise Spread Thin
The people who know how the firm solved a problem before are rarely on the team facing it now. Precedent exists, but finding it depends on knowing who to ask.
Proposals Rebuilt From Scratch
Teams assemble each proposal by hunting through old decks and folders for scope language, bios, and pricing the firm has written many times before.
Meetings Without a Record
Decisions and commitments made on client calls live in personal notes, if anywhere. Weeks later, no one can say exactly what was agreed or who owned it.
Inconsistent Client Intake
Every engagement starts differently depending on who fields the inquiry. Scope details missed at intake resurface later as rework, disputes, or write-offs.
Research Overhead
Senior staff spend billable hours collecting and organizing background material — work that precedes analysis rather than being analysis.
Follow-Up That Slips
Action items from meetings and milestones depend on someone remembering to chase them. Across many concurrent engagements, some always slip.
Six agents designed around this work
Client Intake Agent
Structures new inquiries into complete, consistent engagement records before anyone commits time to scoping.
What it does
- Receives inquiries from web forms, shared inboxes, and referral emails and creates a structured intake record in the CRM
- Checks each request against the firm's service lines, conflict lists, and current capacity notes, flagging anything unresolved
- Retrieves prior engagements with the same client or sector so the record opens with relevant history attached
- Prepares a scoping brief with the open questions a partner should raise in the first conversation
- Routes incomplete or out-of-scope inquiries to the right practice lead with a summary of what is missing
Works in
- CRM
- Document storage
- Knowledge base
A partner or practice lead reviews every intake record before an engagement is opened; the agent never accepts or declines work on its own.
Proposal Preparation Agent
Assembles first-draft proposals from the firm's own precedents so senior staff start from structure instead of a blank page.
What it does
- Retrieves comparable past proposals, engagement summaries, and rate cards matched to the request's sector and service line
- Prepares a draft with scope sections, team bios, and timelines pre-filled from approved firm content
- Checks the draft against current templates, brand language, and pricing guidance and marks every deviation for the reviewer
- Records which precedents fed each section so reviewers can trace every claim back to its source
Works in
- Document storage
- CRM
- Knowledge base
- Collaboration platforms
No proposal leaves the firm without partner sign-off; the agent prepares and versions drafts but holds no send permission.
Research Agent
Gathers and organizes background material for engagements so consultants spend their hours on analysis rather than collection.
What it does
- Receives research requests tied to a specific engagement and confirms scope, permitted sources, and deadline before starting
- Retrieves relevant internal work product — prior reports, models, interview notes — alongside approved external sources
- Prepares an organized briefing pack in which every finding links back to the document it came from
- Flags gaps, conflicting findings, and low-confidence material rather than smoothing them over
Works in
- Knowledge base
- Document storage
- Collaboration platforms
Output is labeled as prepared material for professional review; conclusions and client-facing analysis remain the consultant's alone.
Meeting Intelligence Agent
Captures what client meetings actually produced — decisions, commitments, open items — and puts each one where the team will see it.
What it does
- Prepares pre-meeting briefs from the CRM record, recent correspondence, and open project tasks
- Records structured summaries of decisions, action items, and owners from meeting notes and transcripts
- Updates the project workspace and CRM so each action item carries a named owner and a date
- Routes commitments made to clients into the follow-up queue with the relevant documents attached
Works in
- Calendar
- CRM
- Project management
- Collaboration platforms
Summaries stay in draft until the meeting owner confirms them; nothing reaches a client or is logged as a commitment without that confirmation.
Project Coordination Agent
Keeps engagement plans, tasks, and status honest across every active project without adding another status meeting.
What it does
- Checks task status, deadlines, and dependencies across project boards daily and surfaces what has slipped
- Prepares status summaries for internal reviews and client updates from actual task and time-tracking data
- Updates project workspaces when scope documents or meeting outcomes change the plan
- Routes blockers to the engagement lead with context on what is stuck and who is waiting
- Records milestone completions and change requests against the engagement record
Works in
- Project management
- Time tracking
- CRM
- Collaboration platforms
Engagement leads decide what reaches the client, and any change to scope, budget, or deadline requires their explicit approval.
Firm Knowledge Agent
Makes the firm's accumulated work — reports, models, precedents, lessons learned — findable at the moment someone needs it.
What it does
- Receives natural-language questions from staff and retrieves the relevant documents, past engagements, and internal experts
- Checks access permissions on every request so client-confidential material only reaches people cleared to see it
- Prepares engagement summaries at project close so completed work enters the knowledge base in searchable form
- Records which materials get retrieved most often, showing knowledge managers where documentation is thin
Works in
- Knowledge base
- Document storage
- CRM
- Collaboration platforms
Access follows the firm's existing permission model exactly; requests for restricted material are routed to the information owner rather than answered.
One request, end to end
Need Received
A client request arrives through email, a form, or a conversation and becomes a structured record in the CRM.
Scope Clarified
The agent drafts clarifying questions, and the answers are captured against the engagement record instead of a private inbox.
Expertise Located
Relevant past work, precedents, and available specialists are retrieved from firm systems, with permissions checked on each item.
Draft PreparedA person decides
A proposal or work-product draft is assembled from approved firm content, with every section traceable to its source.
Professional ReviewA person decides
A partner or engagement lead reviews, edits, and approves the draft before anything reaches the client.
Workspace Updated
Tasks, documents, and follow-ups land in the project workspace with named owners and dates.
Connected to the systems that run the work
01CRM
- HubSpot
- Salesforce
- or a custom CRM
02Project Management
- Asana
- Monday.com
- Jira
- or an internal tracker
03Document Storage & Knowledge Base
- SharePoint
- Google Drive
- Notion
- or Confluence
04Email & Calendar
- Google Workspace or Microsoft 365
05Time Tracking & Billing
- Harvest
- Toggl
- or a practice management suite
06Collaboration Platforms
- Slack or Microsoft Teams
Governance for Client-Confidential Work
Professional services run on confidentiality and accountability, so every agent we build operates inside the firm's existing permission model and leaves a complete record of what it retrieved, prepared, and changed. Nothing client-facing ships without a named professional's approval, and every workflow has a defined handoff to a person when the agent reaches the edge of its scope.
- Role-based permissions mirroring the firm's access model
- Matter-level data boundaries between client engagements
- Partner approval checkpoints on all client-facing output
- Audit trail of every retrieval, draft, and record change
- Conflict-of-interest flags raised at intake
- Source attribution on every drafted section
- Evaluation suites run on real firm documents before launch
- Continuous monitoring of retrieval and drafting accuracy
- Defined fallback to a named employee for out-of-scope requests
From first workshop to launch
Discovery and product architecture
Map the user journeys, workflows and technical priorities.
UX/UI design and prototype
Define the interface system, key screens and clickable flows.
Development and integrations
Build the frontend, backend and integrations.
Launch, optimisation and scaling
Improve the platform through analytics and feedback.
Questions, answered
Agents operate inside your existing permission model: they retrieve only what the requesting user is already cleared to see, and engagement data stays separated at the matter level. Every retrieval and draft is logged, so you can show exactly what was accessed, by which workflow, and when. Data boundaries are defined with your team before anything connects.
Advice, judgment, and the client relationship. Agents prepare drafts, organize research, and keep records current, but no proposal, deliverable, or client communication goes out without a named professional's approval. Scoping decisions and anything that commits the firm remain human calls by design.
Through the APIs of your CRM, document storage, project management, and practice tools, with read and write scopes agreed per workflow. We start narrow — often read-only — and widen access only as each workflow earns trust. No system replacement is required.
With one workflow that visibly consumes senior time — client intake and meeting capture are common first choices because the before-and-after is easy to see. We map the current process, define where review sits, and pilot with a single team before anything scales.
Map One Workflow First
Bring us the workflow that consumes the most senior hours — intake, proposals, research, or follow-up. In a working session we map it end to end: what an agent can prepare, where professional review sits, and which systems it needs to touch. If the case isn't strong, we'll say so.