AI Automation for Professional Services
Professional services firms sell expertise, then lose margin to the administrative work around it. We build an AI workforce that absorbs the intake, drafting, and follow-up so your billable people stay on billable work.
Where the AI Workforce Plugs In
Consulting, Accounting, Agencies — built with the B.A.D. Method™: Blueprint, Automate, Delegate.
Client Intake & Qualification
AI agents capture inbound enquiries, gather the details you need, and route qualified work to the right team member.
Document Drafting
Proposals, engagement letters, and recurring deliverables drafted from your own templates and past work.
Project Communication
Status updates, reminders, and client follow-ups sent consistently without a partner chasing them.
Time & Billing Support
Activity captured and organised into billing-ready summaries so invoicing stops slipping.
What Changes
Scoped to your business — no two builds are identical.
Ready to Build Your AI Workforce?
On our call, I will walk you through the live AI workforce running my own company — then we design the team your business needs.
Not ready to talk? Get your free AI readiness score in 3 minutes.