Industries · Professional Services
AI for professional services.
Consultants, agencies, engineering offices, practices — you sell expertise by the hour, and the hours keep leaking into administration. We automate the routine around your client work.
The daily leak
Billable hours lost to admin
Inbox triage, scheduling, follow-ups, status reports — hours that cannot be invoiced but fill the day anyway.
Every channel demands attention
Email, phone, WhatsApp — clients expect fast answers everywhere, and every interruption breaks focused work.
Client reporting eats the evenings
Each client wants to see progress and numbers — assembled by hand from different tools, again and again.
What we automate for service firms
Every system follows the same rule: AI proposes, your team approves. Client data stays in your systems — agents access it read-only via MCP connectors.
Email triage
Incoming mail sorted, prioritized, and drafted for response — nothing is sent without human review.
The email triage patternPhone reception
Voice AI takes first contact, captures the request in a structured way, and routes it — your team calls back prepared.
Voice AI in practiceWhatsApp business communication
Appointment requests and standard questions answered automatically — handover to a human on anything non-standard.
WhatsApp automation guideClient reporting
Power BI dashboards that clients can be shown directly — instead of slide decks assembled at midnight.
Power BI serviceDocumented in a client project
For a Swiss professional services firm we built a Power BI solution connecting seven data sources — real-time KPI tracking and automated client reporting, documented with ~15 h/week estimated time saved, ~CHF 36K estimated annual savings, and ~2.8 months estimated payback.
Read the case studyFour hands-on articles on automation in practice — read them in the Insights hub.
Which routine costs you the most billable hours?
Free 30-minute call — we walk through your week, not a slide deck.
Get in touch