Professional Services
Professional services firms sell judgement, but a surprising part of the week goes into finding things, drafting them again and reconciling them. CLAID agents sit inside your environment to handle that work, while client material stays private to your firm.
Common starting points we see in professional services. Every agent is built around your own processes, standards and systems, and your people review what it produces.
Every new opportunity restarting from a blank page, with past work and credentials hunted down by whoever has time.
How an agent helps
Assembles proposals and pitch documents from prior engagements, credentials and team expertise.
Bid & Tender AgentYears of method, precedent and hard won client context locked in documents, emails and individual team members.
How an agent helps
Centralises method documents, past deliverables and SOPs into a searchable knowledge base the whole team can draw on.
Knowledge & SOP AgentEngagement letters, NDAs and policy documents read line by line before work can proceed.
How an agent helps
Reviews engagement documents and policy requirements against your standards, flagging exceptions for a human.
Document Review & Compliance AgentNew client details re-keyed across CRM, finance and project systems, with the same checks run by hand each time.
How an agent helps
Turns engagement letters and client enquiries into structured records across your systems, flagging gaps before work starts.
Order & Data Intake AgentUtilisation, project margin and practice reports stitched together by hand every month.
How an agent helps
Ingests time, project and finance data and produces practice and management reports without manual compilation.
Financial & Management Reporting AgentPast clients and warm opportunities sitting in old engagement folders with no one actively re-engaging them.
How an agent helps
Surfaces repeat-work signals from engagement history and CRM data, and drafts follow-ups for the partner to review.
Outreach & Pipeline AgentTravel, subcontractor and disbursement claims reconciled against client budgets one receipt at a time.
How an agent helps
Reconciles expenses and disbursements against engagement budgets, flagging variances before billing.
AP / AR Automation AgentGood thinking from delivered work rarely makes it into the content that wins the next engagement.
How an agent helps
Turns completed engagements and team notes into ready to review articles, case studies and social content.
Marketing Content AgentIn a discovery conversation, we'll look at how your business works and tell you honestly where AI fits and where it doesn't.
Book a discovery conversation