Professional Services
Give professionals more space for considered work.
Client work depends on context and judgment. AI may help organize intake, find relevant material and prepare a first draft while the professional remains responsible for the advice and final communication.
Industry-specific AI agents
Choose a workflow to explore.
Each concept shows a possible trigger, permitted sources, a sample output and the human check. Select an agent to step through its illustrative flow.
Client Intake Assistant
New requests arrive with missing context and follow-up details.
- Trigger
- A prospective client submits an enquiry.
- Inputs
- Request category · Jurisdiction or location · Timing and contact preference
- Approved sources
- Firm-approved intake questions · Secure intake workspace
Visitor: Can you help me with new requests arrive with missing context and follow-up details.
Assistant: I'm the business's AI assistant. I can organize the details using approved sources and prepare a draft for your team to review. A qualified professional checks client context, source material, confidentiality and every draft before it is shared.
A qualified professional checks client context, source material, confidentiality and every draft before it is shared.
Explore optimize opportunitiesA prospective client submits an enquiry.
Start with a request the business has approved for this workflow: New requests arrive with missing context and follow-up details.
- Inputs: Request category, Jurisdiction or location, Timing and contact preference
- Sources: Firm-approved intake questions, Secure intake workspace
- Review: A qualified professional checks client context, source material, confidentiality and every draft before it is shared.
Sample content only · review before use
Outputs are working drafts, not legal, financial or other professional advice.
People remain accountable
AI output is a working draft, not professional, legal or financial advice. Access and retention must be designed for the engagement. Access, retention and any system update must be explicitly scoped.
Enterprise & complex
Explore your workflow
Every operation has its own details.
Share the process you want to improve and discuss what a suitable first step could look like.