Professional & Service Businesses
AI adoption for businesses whose product is expertise — consultancies, agencies, finance, legal, property, logistics and support services.
Where service businesses get stuck
When your product is people's time, every hour spent on admin, document production and chasing information is margin lost. AI is the first technology that removes that work at scale — but only when it is embedded in how the business actually delivers.
- Utilisation lost to admin and document work
- Proposals and reporting bottlenecked on senior people
- Knowledge trapped in inboxes, drives and individuals
- Copilot licences bought, but no measurable change
How we transform service delivery
We map how work is won, delivered and billed, find where AI removes effort without risking quality, and implement inside the tools your teams already live in — Microsoft 365, CRM, finance and delivery systems.
- 01
Delivery mapping
From enquiry and proposal through delivery to invoice.
- 02
AI opportunity map
Where AI removes admin, drafting and reporting effort.
- 03
Agent & automation build
Proposal drafting, knowledge assistants, reporting automation.
- 04
Dashboards
Utilisation, pipeline, margin and delivery health in one view.
- 05
Enablement
Adoption across fee earners, delivery leads and support teams.
Where we apply AI in service businesses
- Proposal and bid drafting
- Client reporting automation
- Knowledge assistants across past work
- Meeting capture and follow-up automation
- Contract and document review
- Time, utilisation and margin dashboards
- CRM and pipeline automation
- Onboarding and compliance workflows
- Microsoft 365 and Copilot enablement
Typical outcomes
- Admin hours removed
- 50%+
- Proposal turnaround
- 3×
- Utilisation visibility
- Live
- Payback
- < 12 mo
Frequently asked
No. Much of the leverage is available to teams of ten upwards — the smaller the support function, the faster the gain.
Every implementation has a defined data boundary and governance model, and can run entirely within your own Microsoft or cloud tenant.
Licences are not adoption. We redesign the workflow around the tool so the hours actually come out of the business.
Consultancies, agencies, accountancy and legal, property and facilities, logistics, recruitment and other people-led service businesses.
Related Industries
AI and automation across the back office — finance, HR, sales, operations and knowledge work — in any business.
AI, automation and workflow redesign for manufacturers — from bid and engineering through production and delivery.
Deep AEC expertise applied to workflow redesign, AI adoption and management intelligence — grounded in how engineering work actually gets done.
Let's chart the route.
A short discovery call is the fastest way to understand whether we can help.
Book a discovery call