AI Automation · Professional Services
AI Automation for Professional Services
Deploy AI assistants trained on your own documents, SOPs, and pricing — answering staff questions and reducing manual knowledge work.
Why professional services businesses choose this
AI Automation built for professional services
Professional services firms bill by the hour, yet their highest-value people spend significant time on non-billable admin: chasing client documents, coordinating onboarding steps, and assembling matter status updates. When client onboarding takes weeks instead of days and project status is invisible until someone asks, both utilisation and client experience suffer. Automating intake, notifications, and reporting on Microsoft 365 frees fee earners to focus on billable work.
Reduce client onboarding time from weeks to 3-5 business days
Recover 6-10 billable hours per fee earner per week from admin tasks
Get live matter pipeline and WIP visibility without manual status chasing
How it works
What we actually build and deliver
We index your existing documents — SOPs, pricing files, policies, email templates — into a secure knowledge base inside your Microsoft 365 tenant. Then we deploy an AI assistant (via Teams, SharePoint, or a custom interface) that your team can ask questions in plain English. The assistant reads your documents, finds the relevant answer, and cites the source. No data leaves your environment. We handle the prompt engineering, testing, and deployment. Your team gets a working tool, not a prototype.
The problem
What is slowing professional services businesses down
Onboarding new clients takes too long
Document collection, conflict checks, engagement letters, and billing setup involve multiple people and multiple systems. It takes weeks when it should take days.
Billable time lost to admin and coordination
Partners and senior staff spend hours on non-billable admin: chasing documents, updating statuses, scheduling reviews.
Matter and project status is invisible until someone asks
There is no real-time view of which matters are active, what stage they are at, or who is responsible for the next step.
What we build
AI Automation use cases for professional services
Internal knowledge Q&A assistant trained on firm policies and precedents
Automated document summarisation and review preparation
Client onboarding document extraction and checklist population
FAQ
Common questions
What documents can the AI read?
PDFs, Word documents, Excel files, SharePoint pages, and email templates. We can also connect to data in Lists or CRM systems via API.
How accurate are the answers?
The AI cites sources for every answer, so your team can verify. We tune the prompts during setup to minimise hallucination and test against real scenarios before launch.
Can we control what the AI can and cannot answer?
Yes. We configure topic boundaries and response guardrails during setup. You can update these at any time via an admin panel.
Can this integrate with our practice management software?
Power Automate connects to most PMS platforms including Leap, MYOB Practice, and Clio via API or email triggers.
How is client confidentiality maintained?
All automation runs inside your Microsoft 365 tenant. No client data passes through external servers.
Can this work for a firm of 5–15 people?
Yes. Most of our clients are small to mid-size professional services firms. We scope only what is practical and cost-effective at your scale.
Explore more
Related solutions
Other services for professional services
AI Automation in other industries
Automation guides for professional services
Ready to automate your professional services business?
We will scope the work, provide a fixed price, and you decide. No obligation.