AI Models
AI for Professional Services

Billable expertise, multiplied.

Research faster, draft deliverables in hours and capture firm knowledge so every consultant works like your best one.

Professional Services assistant
Draft an executive summary for our operating-model review, using the attached findings.
Executive summary drafted in your firm style: three key findings, quantified where your data allows, and a phased recommendation with clear owners.
Ask anything…
The challenge

What holds professional services teams back

  • Non-billable drag

    Research, formatting and admin consume valuable hours.

  • Inconsistent quality

    Deliverables vary by who happens to be on the project.

  • Lost knowledge

    Hard-won insight leaves with every finished engagement.

Use cases

Six ways to put AI to work, today

Billable expertise, multiplied.

  • Research synthesis

    Summarise markets, regulations and sources with citations.

  • Proposal drafting

    Tailored proposals from your best past work.

  • Deliverable first drafts

    Reports and decks structured to firm standards.

  • Meeting intelligence

    Notes, decisions and actions after every client call.

  • Knowledge assistant

    Ask questions of your firm’s collective expertise.

  • Time & billing notes

    Clean narratives for invoices in seconds.

How it works

From first prompt to everyday workflow

  1. 01

    Capture expertise

    Add frameworks, templates and past work.

  2. 02

    Research

    Agents gather and summarise sources.

  3. 03

    Draft

    Generate first drafts to your standards.

  4. 04

    Review

    Experts refine and approve before delivery.

Agents & skills

Agents built for professional services

Give an agent a goal and it plans the steps, uses the skills you grant and reports back — with approvals wherever you want a human in the loop.

  • Research synthesis: Summarise markets, regulations and sources with citations.
  • Proposal drafting: Tailored proposals from your best past work.
  • Deliverable first drafts: Reports and decks structured to firm standards.
Explore agents
Agent run · live
  1. Understand

    Intent & context

    Done
  2. Plan

    Break into steps

    Done
  3. Act

    Run skills & tools

    Running
  4. Deliver

    Verified result

    Queued
Outcomes

What changes when you switch it on

  • Outcome 1

    More time on judgment

    Automate assembly; keep experts on the insight.

  • Outcome 2

    Consistent excellence

    Templates and memory raise the floor on every project.

  • Outcome 3

    Knowledge that compounds

    Every engagement makes the next one smarter.

Under the hood

Foundational models, plus proprietary architecture

Every leading open model family, made sharper by the layer we built around them.

  • Routing

    The best model for each request, automatically.

  • Memory

    Your professional services context, remembered securely.

  • Skills

    Search, read, write and call your own tools.

  • Agents

    Goal-driven workers with guardrails.

Security posture

All controls healthy

Continuously monitored

  • Encryption in transit & at rest
  • SSO & scoped API keys
  • Audit logs for every action
  • Your data never trains shared models
Security & control

Enterprise-grade from day one

  • Your data is never used to train shared models
  • Encryption in transit and at rest
  • Roles, scoped API keys and approval steps
  • Audit logs, SSO and private deployment options on higher plans
FAQ

Professional Services questions, answered

Is client data kept confidential?

Yes. Your workspace data is private and never used to train shared models.

Can we restrict access by engagement?

Use separate workspaces or roles to keep client matters apart.

Will outputs follow our templates?

Yes. Store templates and style guides in memory.

Can we get a DPA?

Yes. A Data Processing Addendum is available.