AI use cases for law, accounting, consulting and agencies
Document drafting, intake summarisation, research acceleration, matter management — for firms of 3 to 200.
Top 12 use cases for Professional Services
Ranked by typical value. The diagnostic scores them against your specific size, budget, maturity, and pains.
AI inbox triage for customer support
Auto-classify, prioritise and route inbound support emails to the right agent.
Sales call summariser with CRM auto-fill
Turn every sales call into a structured CRM record in under a minute.
Invoice & document data extraction
Extract structured data from invoices, contracts and forms straight into your finance system.
Lead scoring & next-best-action
Predict which leads will convert and tell reps exactly what to do next.
AI sales coaching from call transcripts
Automated, rep-by-rep coaching insights from every recorded sales call.
RFP & proposal auto-drafting
Generate first-draft RFP responses and proposals from your past wins in minutes.
Process mining & automation discovery
X-ray your real workflows and find the highest-ROI automation candidates.
Document classification & smart routing
Classify inbound documents and route them to the right workflow automatically.
AP/AR cash-flow forecasting
Predict cash position 4–13 weeks out with accuracy CFOs trust.
Financial close anomaly detection
Catch journal-entry errors and unusual transactions before the period closes.
Contract review & risk extraction
Auto-extract clauses, obligations and risks from incoming contracts.
IT helpdesk ticket auto-resolution
Auto-resolve common IT tickets (password resets, access requests) end-to-end.
Relevant trainings
A subset of the full training library. The diagnostic will pick the 3-4 that best fit your team.
AI for Business Leaders — half-day workshop
Give your leadership team a confident, accurate mental model of what AI can (and cannot) do.
Hands-on Generative AI for daily work
Practical, exercise-driven training so every team member can use AI tools in their day-to-day.
Data foundations for AI
Build the data plumbing your AI projects will actually need.
AI Champions programme — 6 weeks
Develop 5-10 internal AI champions who can lead pilots inside each team.
Responsible AI & GDPR essentials
Equip your legal, IT and compliance teams to govern AI without blocking it.
Prompt engineering for non-technical teams
Teach any business team to write prompts that get reliable, on-brand results.
AI for sales prospecting and outreach
Equip sales reps to research, personalise and follow up faster with AI tooling.
AI in the finance team's daily workflow
Train finance teams to use AI for reconciliations, reporting and analysis without breaking controls.
Which of these actually fit your context?
Take the 10-minute diagnostic. You'll get a scored shortlist of 5-8 use cases and 2-4 trainings tailored to your industry, size, budget, and team.
Run the diagnostic