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Less admin,
more client work

We build AI agents, onboarding workflows, knowledge search and client portals for consultancies, agencies, service businesses and growing B2B teams. Routine calls, requests and paperwork get handled, so your people spend their time on the work clients pay for.

Published case studies
11
First response to a new enquiry
<1 Min
To find answers in company knowledge
Seconds
Service lines behind this work
4 of 5

What we build

What we build
for Professional Services

Each area is backed by work we've shipped. Start with the one you need now and add others as you grow.

  • 01

    AI customer service agents

    Chat and voice agents that answer questions, collect the right details, book appointments, update records and hand over to your team.

    • Voice AI
    • Appointment booking
    • CRM updates
  • 02

    Back-office automation

    Agents that read incoming requests and documents, check them against your rules, chase missing information, route work and flag exceptions.

    • Request handling
    • Document processing
    • Exception routing
  • 03

    Client onboarding

    Forms, documents, approvals, reminders and internal handoffs in one clear process.

    • Digital forms
    • Approvals
    • Reminders
  • 04

    Knowledge search

    AI search across policies, SOPs and project documents that answers everyday questions, shows its sources and follows existing permissions.

    • Internal assistants
    • Answers with sources
    • Permission-aware
  • 05

    Client portals and apps

    Portals where clients and delivery teams discuss work, share files and track progress, and mobile apps for booking, payments and service history.

    • Client portals
    • Booking apps
    • File sharing
  • 06

    AI controls and new products

    Rules for safe AI use, and help turning a recurring service, such as monthly reporting, into a subscription product with dashboards and alerts.

    • AI usage rules
    • Access controls
    • Service to SaaS

Our approach

Where service businesses
lose time

  1. The usual way

    Calls and enquiries that arrive after hours wait until the next day, and new clients book with someone else.

    How we do it

    Voice and chat agents answer at any hour, book appointments, update the CRM and pass anything complex to the right person.

  2. The usual way

    Client onboarding means chasing forms and documents by email.

    How we do it

    One workflow handles forms, documents, approvals and reminders, and everyone involved can see where each client stands.

  3. The usual way

    Staff paste client data into AI tools, with no rules on which tools or what data.

    How we do it

    Approved tools, data rules, risk levels, access controls and activity tracking let teams use AI safely without slowing down.

Results

Proof from real
Professional Services projects

11 published case studies. Every figure on this page comes from one of them.

  • Professional Services
    Customer availability
    24/7
    To first response
    <1 Min

    Service business enquiries: An AI agent that answers and books around the clock

    We built an AI customer service agent for a growing service business. It understands enquiries, answers common questions, collects the right details, books appointments and updates the CRM, and it brings in a team member when needed.

  • Business Services
    Connected knowledge hub
    1
    To get an answer
    Seconds

    Company knowledge: One AI search across departments

    We built a company-wide AI search platform. Employees search approved information across departments, ask follow-up questions and get answers that cite the source documents.

  • Professional Services
    Connected experience
    One
    Business visibility
    Live

    Client collaboration: Live project updates in place of email threads

    We built a live collaboration platform for a professional services business. Clients and delivery teams discuss work, share files, get updates and track project activity without long email chains.

More Professional Services work

  • Business ServicesAI & Automation

    B2B back office: Inbox requests handled by an AI operations agent

    We built an internal AI operations agent for a growing B2B company. It processes incoming requests, chases missing information, updates business systems, routes work, follows up automatically and flags exceptions for a person to review.

    Request processing
    24/7
    AI operations layer
    1
  • Business ServicesAI & Automation

    Company-wide AI use: Clear rules that every team can follow

    We helped a company with many departments set up practical AI controls: approved tools, data rules, risk levels, human review, ownership and ongoing monitoring. Teams kept working at the same pace.

    AI availability
    24/7
    Day-to-day visibility
    Live
  • Professional ServicesAI & Automation

    Client onboarding: One workflow instead of chasing documents

    We built a client onboarding workflow for a professional services firm. Forms, documents, approvals, reminders and internal handoffs now run as one simple process.

    Connected workflow
    One
    Day-to-day visibility
    Live
  • Professional ServicesWeb & Mobile

    Home services: One mobile app for booking, updates and payments

    We built a cross-platform mobile app for a home-service company. Instead of phoning, customers book services, choose times, get updates, manage payments and see their service history in one place.

    Connected experience
    One
    Business visibility
    Live
  • Professional ServicesAI & Automation

    Internal knowledge: Instant answers instead of searching folders

    We built a secure AI knowledge assistant that answers employees' everyday questions from company policies, SOPs, project documents and shared notes. Staff no longer dig through folders or ask the same colleagues again and again.

    Connected knowledge hub
    1
    To get an answer
    Seconds
  • Business ServicesSaaS & Software

    Consulting reports: A manual service turned into a SaaS analytics product

    We helped a consulting business turn its recurring reporting service into a SaaS product. Customers connect their data, view dashboards, get alerts and open reports without waiting for a manual monthly delivery.

    Connected workflow
    One
    Day-to-day visibility
    Live

Trust and control

Built for the rules
you work under

  • A person when it matters

    Agents hand complex or sensitive conversations to the right team member, with the context already captured.

  • Client data stays protected

    Access controls, data protection and approved workflows keep client information out of public AI tools.

  • Answers with sources

    Knowledge assistants show where each answer came from and follow the permissions people already have.

  • Everything visible

    Activity tracking and live status show what's been handled, what's waiting and what needs a person.

Systems and standards

We build around the systems you already run. Standards are ones we design for; certification stays between you and your auditor.

Systems we connect to
  • CRM
  • Calendars and booking
  • Document storage
  • Email and phone
  • Accounting tools
Channels
  • Voice
  • Web chat
  • Mobile apps
  • Client portals

Partnership models

Choose how we
work together

Pick the support that fits your team today, whether you need ongoing capacity or one clearly defined project.

How every squad works

  1. 01

    Clear communication

    We report risks as quickly as wins. You can talk to the engineers directly and see the project tools and progress at any time.

  2. 02

    Real accountability

    We own the work, explain problems plainly and stay involved until the agreed result is delivered.

  3. 03

    Speed as a habit

    We release the smallest useful version, learn from how people use it and improve it without lowering the quality bar.

FAQ

Straight
answers

Have a different question? Ask it on a 30-minute call.

Book a call

The agent follows the services, tone and rules you give it, and it hands complex or sensitive conversations to a person with the context already captured. You decide what it can and can't do. Our customer service agent for a growing service business gives a first response in under a minute, at any hour.

Tell us what you're building

We'll suggest the right team and a rough quote range. An NDA is available before you share anything sensitive.