Professional Services

Automate client onboarding, project scoping, and resource allocation. AI that helps consulting and advisory firms scale without proportional headcount.

Talk to an expert

What we build in professional services

  1. Client Onboarding

    Collects engagement details and documents once, and sets the project up from them.

  2. Resource Allocation

    Matches people to work by skill and availability, and shows where the gaps are.

  3. Document Processing

    Extracts what matters from the documents clients send and files it where the team already works.

  4. Proposal Generation

    Drafts the proposal from the scoping notes in your own template, for a partner to edit.

Sound like your sector?

Tell us what happens today. We will tell you what we would build.

Talk to an expert

The other seven