Professional Services
AI that shows up on the income statement — for professional services firms.
Proposals drafted in hours, not days. Client intake that tracks itself. Institutional knowledge that does not walk out the door when someone leaves.
We are new. We do not have a roster of managing partners to show you. What we have is a model: start with one unbillable workflow, project the recovered hours honestly, deliver in a fixed sprint, and stay accountable after launch.
Where we focus
The workflows costing professional services firms the most
Each of these is a documented, solvable problem — not a hypothesis. The question is which one to start with.
Proposals and decks take 10 hours that do not bill
We build proposal generation workflows that pull from your existing project library, match scope to past analogues, and produce a structured first draft. Your team edits and positions — they stop writing from scratch.
Utilization tracking is always a week behind
We automate time entry reminders, connect your project management system to your billing platform, and surface utilization by person and project in a live dashboard — so you catch under-billing before the invoice goes out.
Client intake is a manual back-and-forth
Onboarding new clients means emails, forms, follow-ups, and document requests spread across inboxes. We build structured intake workflows that track what is outstanding, send reminders automatically, and route completed documents to the right place.
Institutional knowledge lives in people's heads
When a senior partner leaves or a consultant moves off a client, the project knowledge goes with them. We build AI-assisted knowledge bases that surface past work, precedents, and playbooks from your existing files — making institutional memory searchable.
Illustrative scenario
What this could look like for a mid-size consulting firm
This is a representative scenario — not a specific client. It illustrates how the engagement model applies to a common pain in the sector.
Illustrative · Representative, not a specific client
A 20-person management consulting firm wins work from a mix of inbound leads and referrals. Every new engagement starts with a proposal. Senior consultants spend 8–12 hours per proposal — researching analogous past projects, assembling the scope, writing the approach section — before any billable work begins.
We would start with the proposal workflow. Map every step. Identify which parts draw on past project files (approach sections, scope templates, team bios). Build a retrieval system that surfaces the three most relevant past proposals when a new one starts, plus a draft generator that assembles a structured first version.
The goal is not to eliminate the senior consultant from the process — it is to eliminate the blank-page problem. The engagement runs 6 weeks. The cost is fixed. After launch, proposal time drops and senior hours go to client work.
How we work
The ReadyIQ model for professional services
Four commitments that apply to every engagement — not aspirational, operational.
One workflow first
We start with the process costing your team the most unbillable time. We map it, estimate the savings in hours per week or per engagement, and get your sign-off before we build anything.
ROI before you pay
Before the sprint begins, you see a documented estimate: unbillable hours recovered, at your blended staff rate. If the math does not work, we say so.
Fixed sprint, known cost
The engagement runs 4–8 weeks with a fixed price. No open-ended retainers. You know the cost before we start.
Post-build monitoring
After launch, we monitor for drift. Source data formats change, integrations update, edge cases appear — we stay on it so your team does not have to.
Deliverables
What you get from a professional services engagement
- Process map with time-per-step and automation opportunity scoring
- Built and tested automations deployed to your environment
- Integration with your existing tools (CRM, project management, document storage)
- Exception-handling logic and alerting
- Runbook: what each automation does, how to monitor it, how to intervene
- Training session for your operations and delivery team
- 30-day post-launch monitoring window
Start here
Find out which workflow to automate first
The free AI scorecard takes 5 minutes. It surfaces which unbillable workflows in your firm have the highest automation potential and gives you a starting point for the conversation.
No commitment. The discovery call is 30 minutes. If the ROI math does not work, we say so.