INDUSTRY · PROFESSIONAL SERVICES
Find the firm's know-how in seconds, and bill more of the week.
Staff search past matters, precedents and proposals in plain English, with the source shown. Less hunting leaves more of the week for billable work, and know-how stays when a partner leaves.
↳ Built for consulting firms, accounting practices and advisory groups.
/01 · The problem
You don't have a knowledge problem. You have a search problem.
The precedent your team needs usually exists, in a partner's inbox, an old file or a shared drive nobody maintains. Juniors find the wrong version, then rebuild the work or interrupt a partner.
Proposals have the same gap. They are stitched together from the last proposal and a partner's memory of what won. When a partner leaves, the client context leaves too.
The fix has two parts: a search that finds the firm's own know-how, and proposals that start from your past work.
/02 · Where billable time goes
Where billable time gets lost, from proposal to final invoice.
Time leaks at three points in an engagement. Each one is a search or assembly job a system can do first, for a person to check.
- /01PROPOSALS
Scoping and proposals
Proposals start from your past scopes, fees and references, not a blank page.
- /02DELIVERY
Research and drafting
Staff search the firm's precedents and past work in plain English, instead of asking around.
- /03REPORTING
WIP, billing and partner reporting
WIP, recovery and partner reports come from your practice and finance systems, assembled for you to review.
/03 · Services that fit
Three services that give fee-earners their time back.
Each works on its own. A common first step is the company knowledge assistant.
/04 · How a project runs
We check your documents before we build on them.
Before the assistant goes live, we index your library and check who can see what. The review tells you how long that takes. The assistant is only as useful as the library it searches.
If it misses the agreed outcome, we fix it. You own 100% of the IP in what we build. We reply within one business day.
Our engineers work as part of your team.
We don't sell AI where a simple workflow or report will do.
- /01
A 30-minute call
Tell us the problem. We say plainly whether we can help.
- /02
A two-week fixed-fee review
We check your data and the way the work flows. You get a clear go or no-go.
- /03
A fixed-price build
We build in your own Microsoft environment, at a price agreed before we start.
Systems we can connect
- Document librarySharePoint · Teams
- Practice managementSystems with an API or data export
- FinanceDynamics 365 Business Central · Xero
- CRMDynamics 365 Sales · HubSpot · Salesforce
- Data platformMicrosoft Fabric
- Email and calendarOutlook · Teams
/05 · Common problems
Where professional services firms lose time and know-how.
If one of these sounds familiar, we can help.
The intranet was rebuilt at real cost, yet partners still email each other to find precedents.
When a partner leaves, years of client context go too. It lived in their inbox, not the CRM.
Junior staff lose hours searching for documents that exist somewhere, and nobody can tell them where.
Proposals get rewritten from scratch because nobody checks what the firm already wrote for the same client.
/06 · Questions buyers ask
What professional services firms ask first.
/07 · Your next step
Your senior people shouldn't spend their week finding work that already exists.
After the call, a two-week fixed-fee review gives you an honest go or no-go before any project starts.