Industry
Professional Services
Knowledge intelligence, proposal workflows, and engagement-margin tools for firms that bill on time, expertise, or both.
What the work usually looks like.
A consultancy, agency, or specialty firm with engagements run out of project tools (Asana / Jira / Smartsheet), knowledge in Notion or Google Workspace, and finance in QuickBooks or NetSuite. Senior people lose hours per week reconstructing context from past engagements. Proposals are slow to draft. Realization is opaque until the engagement is mostly done.
Where we tend to find the constraint.
- Senior partners as a bottleneck for context that should be searchable
- Proposals drafted from scratch when 70% of the content is reusable
- Engagements going over-budget without anyone noticing until close
What we typically build for operations like yours.
Searchable engagement memory, find the exact paragraph from a past project
Proposal and SOW drafting from a structured input form, with partner sign-off
Time-and-materials margin alerts on running engagements
Action-item extraction and ownership routing from meetings
Knowledge-base curation: what to publish, what to retire
Where the human gate goes, specifically for this industry.
In professional services the deliverable is judgement. AI surfaces and drafts; partners and engagement leads approve, edit, or rework before anything reaches a client. We design the search and proposal surfaces around that constraint, not around it.
Talk to us
Have an operation in this shape?
We'll start with a 2-week Discovery against your real systems. If we're not a fit we'll say so on the call and point you somewhere useful.