Industries
Digital Employees for professional services
Turn enquiries into proposals faster, and keep clients and delivery work moving in between.
Where professional services teams lose time
Researching a client or matter before a call
Drafting proposals from scratch each time
Chasing partner sign-off
Keeping clients updated on progress
Coordinating delivery across a team
Following up after work is delivered
Recommended Digital Employees
Research Assistant
Pulls together background before a call or engagement.
Proposal Employee
Drafts proposals from your standard structure.
Client Communication Employee
Keeps clients updated between meetings.
Delivery Coordinator
Tracks tasks and deadlines across an engagement.
Example workflow
Enquiry
A prospective client gets in touch.
Research
Background is gathered ahead of a call.
Proposal draft
A first draft is prepared for review.
Partner approval
A partner reviews and signs off.
Follow-up
The client is followed up after sending.
Frequently asked questions
Will a Digital Employee send proposals without review?
No. Proposals are drafted for your team, and partner approval stays part of the process.
Can it match our existing templates and tone?
Yes. A Proposal Employee is set up around the structure and style your firm already uses.
Is client information handled carefully?
Yes. Access is set up around your team’s existing permissions, and sensitive decisions stay with your people.
Build your professional services workforce
Start with research or proposals, and grow your AI workforce from there.