Professional services
Consulting, legal, accounting, engineering, architecture, agencies.
AI opportunity: HighProcesses specific to your industry
Deliverable generation
High impactDrafts of reports, opinions, contracts, audits and presentations from client information.
Typical systems involved: Document manager, templates, AI tools
Legal/technical research
High impactSearch and synthesis across case law, regulations, papers and internal precedents, with citations.
Typical systems involved: Legal/technical databases, internal knowledge
Time tracking & project billing
High impactAutomatic time capture from calendar/activity and per-project/retainer billing without leakage.
Typical systems involved: Time tracking, PSA, ERP
Proposals & RFP responses
High impactProposal assembly reusing credentials, CVs and case studies; bid responses in a fraction of the time.
Typical systems involved: CRM, proposal library, RFPs
Knowledge management
High impactCapture and reuse of past-project knowledge; the firm's main asset, made searchable.
Typical systems involved: Document manager, wiki, embeddings
Due diligence & data rooms
High impactMass document review in deals, audits and expert work with classified findings.
Typical systems involved: Data rooms, OCR, checklists
Plus the cross-department classics
These apply in almost every company — and in this industry they hurt in a particular way:
Minutes & follow-up
High impactClient meeting minutes and per-project commitments.
Prospecting
High impactTrigger-event detection (M&A, litigation, regulatory changes) in potential clients.
Capacity forecasting
High impactConsultant allocation against the project pipeline.
Collections
High impactRetainers and project milestones with scope disputes.
Which of these are still manual in your company?
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