[01]Use case
Search across past work
Ask for a clause, a precedent, or a past proposal and get answers drawn from your own files, with links to the source documents.
- Contracts
- Precedents
- Proposals
Professional services · Industries
AI for professional services
We help consulting, legal, accounting, and agency teams find past work quickly, draft first versions faster, and see where billable time goes. Your experts keep the final word.
Where teams lose time
Past work is buried
Contracts, precedents, and old proposals are spread across drives, email, and personal folders.
Drafts start from zero
Senior people spend hours on first drafts that follow the same structure every time.
Time data goes unused
Timesheets and billing data are collected but rarely show which clients and projects pay off.
[01]Professional services / Use case
Where AI fits in professional services
Use cases that give your experts more time for client work, with every output reviewed before it leaves the firm.
[02]Use case
First drafts for review
AI prepares first versions of proposals, reports, and standard documents from your templates and past work. Your team edits and approves.
- Brief
- First draft
- Partner review
[03]Use case
Time and billing insight
See which clients, projects, and services use the most hours compared with what is billed, without building reports by hand.
- Hours
- Billed
- Write-offs
[02]Integrations / Connect your stack
Connect the tools your team uses
Microsoft 365, Google Workspace, SharePoint, Microsoft Teams, Slack, Notion, HubSpot, Salesforce, Accurate, Jurnal, Excel, Power BI
We connect AI to your document drives, email, CRM, and time and billing tools, with access limited to the files each workflow needs.
See all technology[03]Services for this industry
Put AI to work in your business
Start a conversation
Have an AI problem worth solving?
Let's understand it together.