More Client Work. Less Coordination.
Partners and senior staff shouldn’t be scheduling meetings and chasing documents. Your AI coworker handles the operational overhead so you can focus on billable work.
Professional Services Firms Are Buried in Admin
Partners Lost to Scheduling
Partners spend hours each week coordinating client meetings and internal calls. That’s expensive time not spent on clients.
Scattered Documents
Client documents live across email, shared drives, and desktops. Finding the right version wastes time and creates risk.
Repetitive Onboarding
Every new client engagement requires the same intake forms, KYC checks, and setup steps. It’s tedious and error-prone.
Top Use Cases for Professional Services
AI Coworkers that handle the operational load so you can focus on client work.
Client Scheduling
Your AI coworker coordinates meetings with clients, internal teams, and third parties. No more email tag or calendar conflicts. Just invites that work.
Partner hours saved: 4 hrs/week
Engagement Coordination
Track every milestone, deliverable, and deadline across all active engagements. Your coworker sends reminders, follows up with team members, and keeps projects on track.
Document Organization
Client documents automatically routed to the right folders, tagged with metadata, and made searchable. No more digging through email for that one attachment.
Client Onboarding Workflows
Automate the entire onboarding process. Your coworker sends intake forms, collects documents, runs KYC checks, and sets up client records in your systems.
Recommended Playbooks
Start with scheduling and operations, then build custom playbooks for engagement-specific workflows.
Scheduling
Coordinate client meetings, internal reviews, and deadlines across complex calendars.
Operations
Document organization, report compilation, and SOP execution for consistent engagement delivery.
Professional services firms often build custom playbooks for client onboarding, matter management, or engagement-specific workflows.
Get Started in 5 Minutes
Create your professional services coworker and reclaim hours for client work.