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AI FOR PROFESSIONAL SERVICES

Increase Billable Hours by 20% with AI

AI-powered proposal writing, client communication, and operations for Canadian professional services firms. More client time. Less admin. Higher margins.

20%
More billable hours
3x
Faster proposals
50%
Admin time saved
35%
Better proposal win rate

What Challenges Do Professional Services Face?

Common bottlenecks AI can solve

Non-Billable Overload

Partners spend 30-40% of time on proposals, admin, and internal work. That's revenue walking out the door.

📝

Proposal Bottlenecks

Good RFPs take days. Busy periods mean rushed proposals. Win rates suffer when quality drops.

🧠

Knowledge Silos

Past work is hard to find. Expertise walks out when people leave. Teams reinvent instead of leverage.

How Can AI Help Your Firm?

Tailored solutions for professional services

📄

Proposal Automation

AI drafts proposals, pulls relevant case studies, and generates compelling pitches faster.

  • 3x faster proposals
  • Better win rates
  • Consistent quality
💬

Client Communication

AI handles routine inquiries, sends updates, schedules meetings, and maintains relationships.

  • Instant responses
  • Proactive updates
  • Better retention
🧠

Knowledge Management

AI organizes documents, extracts insights, and makes past work searchable and reusable.

  • Find anything fast
  • Leverage past work
  • Preserve expertise
⚙️

Admin Automation

AI handles time tracking, expense reports, invoicing, and operational tasks.

  • 20% more billable time
  • Accurate tracking
  • Faster billing
PRE-BUILT AI AGENTS

AI Agent Templates for Professional Services

Deploy pre-configured AI agents customized for professional services workflows. Choose a template, we customize it for your business.

✉️Customer Service

Email Responder

Draft personalized email replies in seconds

  • Brand voice matching
  • Knowledge base integration
  • One-click approval workflow
60%Faster email response
Deploy This Agent
🎯Sales & CRM

Lead Analyzer

Score and prioritize leads automatically

  • Lead scoring
  • Firmographic enrichment
  • CRM auto-update
40%Increase in qualified pipeline
Deploy This Agent
📋Sales & CRM

Pre-Meeting Brief

Walk into every meeting fully prepared

  • Prospect research
  • CRM history summary
  • Talking point generation
75%Time saved on meeting prep
Deploy This Agent
📝Sales & CRM

Proposal Reviewer

Catch errors and improve proposals before they go out

  • Error detection
  • Compliance checking
  • Competitive positioning tips
25%Improvement in win rate
Deploy This Agent
📄Sales & CRM

RFP Automation

Respond to RFPs in hours, not weeks

  • Answer library matching
  • Auto-drafting
  • Document assembly
80%Faster RFP turnaround
Deploy This Agent
👤HR & Recruiting

Smart Recruiter

Find the best candidates faster

  • Resume parsing
  • Skills matching
  • Shortlist generation
50%Faster time-to-hire
Deploy This Agent
CASE STUDY

Management Consulting Firm Increases Partner Utilization 25%

A 50-person management consulting firm implemented AI proposal writing and knowledge management. Partner utilization increased from 65% to 81% within one year.

Read the full case study →
25%
Higher utilization
3x
Faster proposals
40%
Win rate improvement
$2M+
Additional revenue

Frequently Asked Questions

How does AI increase billable hours?

AI handles non-billable tasks like scheduling, proposal drafting, research, and admin work. Partners and consultants spend more time on client-facing work that generates revenue instead of overhead activities.

Can AI help write proposals faster?

Yes. AI drafts proposals based on your templates, past wins, and client requirements. It pulls relevant case studies, generates pricing options, and creates compelling narratives. Your team reviews and personalizes rather than starting from scratch.

How does AI improve knowledge management?

AI organizes documents, extracts insights from past projects, and makes institutional knowledge searchable. When someone needs similar work, AI finds relevant examples instantly instead of recreating from memory.

Ready to Increase Billable Hours?

Book a free consultation to see how AI can improve your firm's efficiency

Schedule Free Consultation