INDUSTRY · PROFESSIONAL SERVICES

AI employees for
professional services.

Agencies, consultancies, and boutique firms.

Client operations without the operator overhead. More billable hours, less admin drag.

85%

of client questions auto-answered

3×

content output

85%

routine Qs auto-handled

3×

content output

< 30 days

average AR

100%

engagement docs audited

What's slowing you down

The bottlenecks operators know too well.

Every industry has its own quiet drains on time and margin. Here's what we see.

01 / 04

Senior talent doing admin work

Partners answering routine client questions, drafting engagement letters, chasing timesheets. Highest cost, lowest value.

02 / 04

Content marketing lags

Thought leadership sits in drafts because no one has the time to polish and publish.

03 / 04

Engagement docs pile up

Every new client means MSAs, SOWs, NDAs — each with a checklist someone has to manually run.

04 / 04

Invoice collections drag cash flow

Aging AR grows while team focuses on delivery. Reconciliation happens too late.

Your AI team for this industry

The employees this industry needs.

Not every AI employee fits every industry. These are the specialists trained to amplify your operations.

Alex

Customer Service

Client Q&A, meeting scheduling, routine updates — WhatsApp + email, 24/7.

Sam

Marketing & Content

Thought-leadership content, LinkedIn campaigns, client newsletters.

Sara

Audit & Compliance

Engagement document auditing, conflict checks, compliance tracking.

Memo

Financial Integrity

Invoice generation, collections follow-up, project-level profitability reports.

A day in the operation

24 hours with your AI team.

This is what a typical day looks like in a professional services operation running IntegrAI.

08:00

Alex schedules 4 client meetings, sends agendas, confirms next-steps from prior calls.

10:30

Sam publishes a LinkedIn thought-piece across 3 partner accounts — auto-scheduled.

12:15

Sara runs conflict check on a new engagement, flags 1 potential overlap.

14:40

Memo issues 8 monthly invoices, initiates follow-up on 3 past-due accounts.

17:20

Alex answers 14 routine client questions about status, timelines, deliverables.

20:05

Sam drafts next week's client newsletter — 3 segment variants ready for review.

Team on duty

Alex

Customer Service

Sam

Marketing & Content

Sara

Audit & Compliance

Memo

Financial Integrity

Coverage

24/7

Automated operations

85%

routine Qs auto-handled

What this is worth to you

Estimate your savings.

Move the slider to your operation's volume. This is time — and therefore money — your team gets back.

Your volume

How many client touchpoints does your firm handle monthly?

1,200

client touchpoints / month

2006,000+

Estimated monthly impact

170 hrs / mo

of billable time unlocked

2,040 hrs

Hours reclaimed annually

1.1

FTE capacity equivalent

Proof

How professional services companies are operating today.

A 25-person management consultancy

Before

Partners handling routine client scheduling and updates. Thought leadership publishing monthly at best. Engagement letters reviewed manually, occasional clause omissions.

With IntegrAI

Alex handles scheduling and routine updates, Sam publishes 12+ pieces monthly, Sara audits every engagement document for completeness. Partners focus on delivery.

Result

85%

admin load automated

< 30 days

average AR

100%

engagement docs audited

Your stack, your rules

Inside the systems you already use.

IntegrAI lives inside your tools and follows the regulations that matter for Professional Services.

Integrations

Your stack, connected.

WhatsApp BusinessHubSpot / SalesforceLinkedInDocuSignAccounting SoftwareGoogle Workspace

Regulations handled

Compliance, built in.

Client confidentialityConflict-of-interest trackingData privacyProfessional liability docs

No commitment · Just clarity

Let's map your professional services operation.

Start with a 2-week operational diagnosis. We map your bottlenecks, your rules, and your systems — then show exactly which AI employees fit your operation.

Chat on WhatsApp

No commitment · Business diagnosis · Start in weeks, not months