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Professional Services

AI consulting for professional services

AI works best when it sits on top of well-defined processes. Explore potential uses in professional services — each needs a review of your data, workflows and team readiness.

Common Challenges

  • Proposal and SOW drafting from scratch
  • Meeting notes and follow-ups
  • Knowledge trapped in inboxes

Common AI Opportunities

  • Proposal and SOW generation from intake notes
  • Automated meeting summaries and action items
  • Internal knowledge assistants on firm content

Practical considerations

Start with the process

Agree on the problem, standardize the workflow and review available data. A simpler process change or better use of existing software may be preferable to AI.

Pilot with human review

Choose a limited use case, set accuracy and adoption measures, protect sensitive information and keep a person responsible for reviewing outputs before expanding.

Explore assessments and implementation services

Book a Professional Services assessment

Half a day on your floor. A written report in a week. Concrete AI next steps.

Book Assessment — $500

Working together

Start where your business needs you to.

Two entry points. A practical path forward, tailored to your operation — not a mandatory package.

  1. 01

    Choose your starting point

    AI Discovery Call ($50, 30 minutes) or AI Integration Seminar ($200, 2 hours) for practical team training.

  2. 02

    Assess the business

    AI Business Assessment ($500, Half day (3–5 hours)) reviews workflows, tools and AI readiness, with a written findings report.

  3. 03

    Plan and implement

    A tailored blueprint and hands-on implementation. Scope and quote depend on your business needs.

  4. 04

    Keep improving

    Ongoing AI Coaching ($300/month) includes ISA-95 framework evaluation, user acceptance review and ongoing opportunity discovery.

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