Professional Services Strategy

From Billable Hours to
Scalable Intelligence.

The "time for money" model is dead. We help consultancies, agencies, and firms productize their expertise using AI, automating the mundane to unlock high-value advisory.

The Agency Reality Check

Talent burnout is high. Knowledge is trapped in silos. Proposals take too long. Your smartest people are stuck doing admin instead of solving client problems.

Admin Overload

Consultants spend 40% of their time on non-billable admin tasks.

Knowledge Silos

Valuable IP is lost when senior staff leave the firm.

Proposal Fatigue

Hours wasted writing generic proposals with low win rates.

Firm Efficiency

UTILIZATION RATES
Industry Avg. Utilization65%
AI-Enabled Firm85%

"Generative AI can automate up to 70% of the routine tasks in professional services."

— Goldman Sachs Research

Your AI Strategic Pillars

Augment your experts with digital intelligence.

Knowledge Intelligence

Turn your document repository into an active knowledge base. AI agents answer questions, summarize past projects, and surface relevant case studies instantly.

  • Semantic Search
  • Auto-Summarization
  • Expert Finding

Automated Deliverables

Draft reports, contracts, and presentations in minutes, not days. Generative AI handles the first 80%, allowing your team to focus on the strategic 20%.

  • Report Drafting
  • Contract Review
  • Slide Generation

Client Propensity

Know which clients will churn and which will buy more. Predictive models analyze communication patterns to score client health and upsell opportunity.

  • Churn Prediction
  • Upsell Scoring
  • Sentiment Analysis

The Implementation Roadmap

A structured path to becoming an AI-first firm. We start with internal efficiency before moving to client-facing innovation.

Phase 1: FoundationWeeks 1-4

Knowledge Unification

We connect your CRM, email, and file storage to create a unified data layer. This is the 'brain' that your AI agents will access.

Phase 2: EfficiencyWeeks 5-8

Admin Automation

Deploying tools to automate meeting notes, scheduling, and basic research. Immediate time-savings for your fee-earners.

Phase 3: AugmentationWeeks 9-12

Advisory Agents

Custom AI models trained on your firm's specific methodology and past work to assist in complex problem solving and strategy.

Phase 4: InnovationMonth 4+

New Service Models

Launching AI-powered subscription products that generate revenue while you sleep, breaking the linear time-money link.

Case Study
A&O Shearman (Allen & Overy)

Transforming Legal Services with Generative AI

The Manual Review Bottleneck

In high-stakes M&A and finance, legal teams must review thousands of pages of contracts to identify risks, liabilities, and deviations from market standards. This process is time-intensive, costly for clients, and prone to fatigue-induced errors.

ContractMatrix

A&O Shearman partnered with Microsoft and Harvey AI to build ContractMatrix, a custom-trained generative AI platform designed specifically for legal professionals.

  • Precedent-Based Drafting: The AI pulls from the firm's curated library of Gold Standard precedents to draft new clauses
  • Multi-Document Analysis: The system can analyze 50+ contracts simultaneously to find inconsistencies across an entire deal structure
  • Internal Brain: Acts as a firm-wide knowledge base, allowing a junior associate in London to instantly access negotiation logic used by a partner in New York
30%
Efficiency Gain
7hrs
Saved Per Contract Review
50+
Simultaneous Contract Analysis
New
Revenue Streams Created
Consultant's Insight

"A&O Shearman's success demonstrates that AI in professional services isn't about replacing the expert—it's about removing the low-value tasks that prevent the expert from being a true strategic partner to their clients."

Key Takeaway

For professional service firms, AI is the ultimate tool for margin expansion. By automating the data-heavy first pass of any project, your senior team can handle a higher volume of work with greater precision and less burnout.

Start with the 6 pillars

Explore the pillar lens for professional services before you move into implementation.

The 6 pillars of AI adoption

Strategy & Leadership

Define vision, sponsorship, and measurable goals.

Use Case Clarity & Value

Prioritize high-ROI use cases with clear outcomes.

Data & Information Readiness

Ensure accessible, reliable data for AI.

Technology & Integration

Select the stack and integrate safely.

Skills & Ways of Working

Build the teams, roles, and operating model.

Risk, Governance & Trust

Manage compliance, ethics, and safety.

Ready to scale your expertise?

Stop trading time for money. Start building an intelligent firm.

Contact Us