Proposal generation
3-5x faster
proposal turnaround
AI drafts proposals from templates, past wins, and client context. Partners review and refine instead of starting from scratch. Consistent quality across the firm.
Professional Services
AI for firms that sell expertise, not widgets.
AISD builds AI for consulting, legal, accounting, and advisory firms: proposal generation, knowledge management, contract review, client communication, resource allocation, and due diligence. Client confidentiality enforced at the infrastructure level.
6 proven use cases · Information barriers · Partner-level controls
Use cases
Six places AI multiplies billable capacity.
Knowledge management
60-80%
search time reduced
RAG-powered search across past deliverables, methodologies, case studies, and institutional knowledge. Consultants find relevant precedents in seconds, not hours.
Contract review and extraction
70%
review time saved
AI reads contracts, extracts key terms (payment, liability, scope, termination), flags risks, and maps obligations to your playbook. Lawyers review exceptions, not boilerplate.
Client communication agents
40-60%
admin time freed
AI drafts status updates, meeting summaries, and follow-up emails from meeting transcripts and project data. Professionals spend time on analysis, not admin.
Resource allocation
15-25%
utilization improvement
Match available talent to incoming projects based on skills, availability, client history, and development goals. Reduce bench time and improve fit simultaneously.
Due diligence acceleration
50-70%
faster data room review
AI reads and structures thousands of documents in a data room. Surfaces red flags, missing items, and key findings for analysts to verify, not discover.
Trust & governance
Built for the trust requirements professional services demands.
Client confidentiality, professional liability, and partner governance. These are not afterthoughts. They are the architecture.
Client confidentiality by design
Every model call is scoped to the engagement. Data from Client A never reaches Client B's context. We enforce information barriers at the infrastructure level.
Professional liability awareness
AI-assisted output is clearly labeled. We design workflows where the professional reviews and signs off, not where AI makes decisions autonomously.
Integration with existing tools
SharePoint, Salesforce, NetSuite, practice management systems, and document management platforms. We connect to the tools your teams already use.
Partner-level oversight controls
Configurable approval workflows, audit trails, and quality gates. Partners set the guardrails; AI operates within them.
Services for professional firms
Other industries