Agentic AI for
professional services.
Agentic AI for professional services: AI agents for research, proposal preparation, document review and time capture, with fee earners reviewing every output.
Agentic AI gives a professional services firm agents that prepare the work around its expertise: gathering research, drafting proposals, sorting documents and capturing time. Fee earners keep the judgment and the client conversation.
Each agent has
one job.
Narrow agents with clear limits are more reliable than one agent asked to do everything.
- Agent
Research agent
Gathers background on a client, market or question, with sources.
- Agent
Proposal agent
Drafts proposals from past work and the current brief.
- Agent
Document agent
Sorts, summarises and extracts key points from large sets.
- Agent
Time agent
Turns calendar and document activity into draft time entries.
Proposal preparation,
run by agents.
An illustrative design. Yours is built around the processes your team already runs.
Trigger
A request for proposal arrives
- 01
The research agent profiles the prospective client and their situation.
- 02
The proposal agent finds relevant past work and drafts a response.
- 03
It lists the questions that need a partner's answer.
- 04
The partner refines the approach and the fee, then sends.
Agents prepare.
People decide.
These checkpoints are designed first, before any agent is built.
- Advice is given and signed off by a qualified person.
- Client-confidential material stays within agreed systems.
- Proposals and fees are approved by a partner.
Agentic AI for professional services,
answered.
How is client confidentiality handled?
We agree up front which systems can process which material, and design the agents to stay within that.
Do agents replace junior staff?
They change what junior staff do: less collecting and formatting, more analysis and client contact.
What is the difference between AI automation and agentic AI?
Automation follows fixed steps. An agent is given a goal and works out the steps, using tools as it goes. Agentic setups suit work that varies from case to case.
Agentic AI for
other teams.
Have a problem worth solving?
Send us a note or an email. We will keep the first conversation practical.