AI and process transformation for professional services firms.

Senior time lost to proposals, reporting and admin, while clients expect more for the same fee. We find where value is lost across process, people and technology, then govern delivery until the results show, vendor- and tool-agnostic.

Get in touch

Practitioner-led, with experience inside the Big 4. Built to augment your people, not replace them.

The pressures we see.

Senior time leaks into admin.
Partners and seniors lose hours to proposals, reviews and reporting that clients never see.
Knowledge is hard to find.
Past work, precedents and templates sit across drives and inboxes.
Clients want more for the same fee.
Turnaround expectations keep rising while fees stay flat.

Where value is lost in professional services.

Five places we usually find it. Each one gives senior time back to client work.

Proposals and pitches

First drafts built from past wins and your own templates, so seniors edit instead of write.

Knowledge search

Precedents, past advice and templates found in seconds, with sources shown.

Client reporting

Recurring client reports drafted from your systems, then reviewed and signed off.

Time capture, billing and WIP

Time captured as work happens, and WIP reviewed weekly instead of at month-end.

Onboarding and compliance

Engagement letters, conflict checks and onboarding steps that move without chasing.

Recent work.

A professional services firm

From scattered pain points to a new operating design.

Challenge: Proposals, client reporting and knowledge search were eating senior time in every team.
What we did: Surveyed and interviewed every function, found where time and value were lost, and redesigned how work flows across teams.
Outcome: A new operating design and a 12-month roadmap, with the first automation live in week four.

12-month

operating design and roadmap, built on insight from every function

How we work with professional services firms.

Practitioner-led and vendor-neutral. We take no commissions and resell no software.

Advisory sprints

A costed roadmap for proposals, knowledge and billing, built with your partners.

Discuss a sprint

Fractional AI and transformation lead

Part-time AI leadership for firms without a Chief AI Officer.

Discuss a fractional role

AI and process delivery

Hands-on workflow design for practice teams, starting with a two-to-three-week Discover.

Explore delivery

Keynotes and training

Partner and team sessions on AI that augments people rather than replacing them.

Book Tariq

Also see delivery, about and all industries.

Start with one conversation.

Tell us where you think the waste is. We’ll tell you plainly whether we can help, and what it would take.