Agentic operations for professional services firms

Onboards new clients without 5 emails and a docusign chase.

Reads the intake form, runs conflict checks, creates the engagement in your practice management system, drafts the engagement letter from a template, and routes for signature. Partner sees a packaged engagement, not an intake task.

Past proposals + new RFP → tailored draft, ready for review.

Indexes your historical winning proposals. When a new RFP comes in, the agent drafts a tailored proposal pulling from the closest analogues — scope, pricing, team bios, case studies. Partner edits instead of writes.

Pre-reviews incoming client documents and flags missing items.

Scans incoming client docs against the engagement's required-document list, flags missing or stale items, organizes everything in the right engagement folder. Senior staff stops chasing the same documents repeatedly.

Reconciles calendar + email + doc activity into draft time entries.

Pulls calendar events, sent emails, and document edits per consultant per day. Drafts time entries against the right engagement with suggested narratives. 5 minutes approving instead of 30 minutes reconstructing.

Weekly client status emails, drafted from engagement activity.

Each Friday, the agent compiles activity per active engagement, drafts a short client-facing status update in your voice, and queues it for partner approval. Clients hear from you every week without you writing each email.

Hands you a memo skeleton instead of a blank page.

Drop a research question and the agent surfaces relevant past memos, opinions, and research from your firm's history. Drafts a memo skeleton with citations. Senior associate edits a starting point instead of researching from scratch.

Watches every filing and SLA deadline across engagements.

Tracks deadlines from calendar items and contractual SLAs. Sends graduated reminders (7/3/1 days) and escalates if no action. Replaces the spreadsheet your operations manager maintains.