Construction and facilities In active development
A facility management platform that replaced spreadsheets and phone calls
Every request, inspection and cost for every building now lives in one place, with a clear owner and status.
Industries
Software and AI for professional services firms
Your firm sells expertise by the hour, and too many hours go to admin. We build assistants and tools that give your people more time for client work.
Common challenges
What slows this industry down
Consultancies, agencies, engineering firms and other professional services businesses sell the time and knowledge of their people. Yet a large part of each week goes to work clients never see: writing proposals, searching for past work, preparing for meetings, writing up notes, updating the CRM and sending status reports.
Much of this work follows patterns. Proposals reuse sections from past bids. The answer to a client question often sits in a past report. Meeting notes become follow-up emails and CRM updates. An AI copilot can do the first draft of each, so your people review and improve instead of starting from a blank page.
We build proposal tools, knowledge assistants, client portals and internal tools that work with your CRM, document storage and calendar. Assistants draw on your own past work and show their sources. Partners and consultants decide what goes to clients, and client data stays within the services your firm approves.
Proposals from scratch
Every proposal is rebuilt from old documents, which takes days of senior time.
Past work hard to find
Useful reports, slides and answers sit in folders that only their authors remember.
Meeting follow-up
Notes, actions and follow-up emails are written by hand after every client meeting.
CRM out of date
Contacts, opportunities and activities are updated late or not at all.
Client updates
Clients ask for status and documents by email because they have no place to see them.
What we build
What we build for this industry
The services professional services firms ask us for most often.
Customer portals
A secure place where your customers upload documents, check status, pay and message your team.
AI copilots
AI helpers built into your product or internal tools that draft, summarize and suggest while people decide.
Internal tools
Custom software for your own team: trackers, approval flows and back-office systems that replace spreadsheets.
CRM integration
Connect your CRM to forms, email, billing and support so customer records stay complete without typing.
Solutions that fit
Problems we solve here most often
Automated quoting
Draft accurate quotes and proposals from a request, your price rules and past work, for a person to approve.
Knowledge assistant (RAG)
Ask a question in plain words and get an answer from your own documents, with links to the sources.
Meeting notes automation
Transcribe meetings and calls, summarize decisions and push action items into your CRM or project tool.
AI sales research agent
Short, sourced briefings on each prospect before a call, drafted by an AI agent from public information and your CRM.
Similar work
Similar work from other industries
Finance and accounting In use
A payroll system that turned a monthly build into a monthly review
Payroll is calculated from recorded inputs, reviewed once and sent as payslips in a single batch, with every change logged.
SaaS and startups Design stage
Designing a goal tracker that measures effort, not streaks
A product design built around handwritten daily proof, locked plans and honest self-scoring. The build is in progress.
In practice
What it looks like in practice
An illustrative walk-through, not a client story.
A consulting firm of sixty people responds to several requests for proposals each month. A proposal tool reads the request, finds similar past proposals and case notes, and drafts a response with a structure, method section and team outline. A partner reviews the draft, changes the approach where needed and adds the pricing. Proposals that took three days now take one.
After each client meeting, a notes assistant prepares a summary, a list of actions with owners and a draft follow-up email. The consultant edits and sends it, and the CRM is updated from the same notes. When a new consultant needs to know how the firm handled a similar project, a knowledge assistant finds the relevant reports and shows the passages. Clients see project documents and status in a portal instead of asking by email.
Senior people spend their time on the thinking clients pay for. Junior people learn faster because the firm's past work is easy to find.
Where to start
Where most professional services teams start
Firms that bid often usually start with proposal generation, because it frees senior time right away. Firms with many client meetings start with meeting notes and follow-ups connected to their CRM.
Next steps include knowledge base search across past work, AI sales research before first calls and a client portal for documents and status. Many firms also need small internal tools for resourcing and time tracking. Each step is tested with a small group of consultants before the whole firm uses it.
Models and tools
MCP servers and AI models that matter here
These connect AI to the tools this industry already uses. We pick per project and test on real data first.
- HubSpotHubSpot's official hosted MCP server lets AI search and manage CRM records, query CRM data and work with marketing emails, pages and posts.
- Google DriveGoogle's own Drive MCP server lets AI search, read and create files in Google Drive, with your Google Workspace sign-in.
- NotionNotion's official hosted MCP server lets AI search and read pages, create and update pages and databases, query data and add comments.
- Claude Sonnet 5Anthropic's balance of speed and intelligence: a strong everyday model for assistants, document work, tool calling and coding.
Keep exploring
More for professional services
Related services
View all related services- Customer portals A secure place where your customers upload documents, check status, pay and message your team.
- AI copilots AI helpers built into your product or internal tools that draft, summarize and suggest while people decide.
- Internal tools Custom software for your own team: trackers, approval flows and back-office systems that replace spreadsheets.
- CRM integration Connect your CRM to forms, email, billing and support so customer records stay complete without typing.
- AI-Powered Web Development Business websites, customer portals, dashboards and web applications that load fast, rank well and are easy to change.
- SaaS Product Development MVPs, subscription platforms, admin panels and multi-tenant products, planned to grow past the first launch.
Solutions
View all solutions- Automated quoting Draft accurate quotes and proposals from a request, your price rules and past work, for a person to approve.
- Knowledge assistant (RAG) Ask a question in plain words and get an answer from your own documents, with links to the sources.
- Meeting notes automation Transcribe meetings and calls, summarize decisions and push action items into your CRM or project tool.
- AI sales research agent Short, sourced briefings on each prospect before a call, drafted by an AI agent from public information and your CRM.
- AI lead qualification Score, research and route every new inquiry so your team talks to the best leads first.
- AI automation and integrations Connect the tools you already use so data moves once, correctly, and AI reads the parts that arrive as text or documents.
Industries
View all industries- Legal Contract review assistants, knowledge search, intake and document automation for law firms and in-house legal teams.
- Recruiting and staffing Candidate screening assistants, ATS integrations, interview notes and onboarding automation for recruiters and staffing firms.
- Real estate Listing sites, lead handling, CRM automation and document workflows for agencies, brokers and developers.
- Tax and compliance services Client portals, document checklists, case queues and deadline tracking for tax preparers and compliance firms.
- Construction and facilities Job tracking, maintenance requests, inspections, quotes and proof-of-work photos for builders and facility teams.
- Finance and accounting Client portals, document collection, invoice and receipt processing, and reporting for accounting firms and finance teams.
Guides and articles
View all guides and articles- Where AI helps in development, and where it does not An honest map of the development tasks AI speeds up and the ones that still need experienced people.
- What is RAG and when do you need it? How retrieval-augmented generation lets AI answer from your documents, when it fits and how to build it well.
- How to connect AI to your CRM Connect AI assistants to HubSpot, Salesforce or other CRMs safely, with the tasks worth automating first.
- RAG vs fine-tuning Two ways to make AI work with your knowledge, compared by cost, accuracy and upkeep.
AI models
View all ai models- Claude Sonnet 5 Anthropic's balance of speed and intelligence: a strong everyday model for assistants, document work, tool calling and coding.
- Claude Opus 5.5 Anthropic's recommended starting point for most serious work: long-running agentic coding and knowledge work, with a 1M token context window.
- Codestral 25.08 Mistral's low-latency coding model for code completion and generation, with fill-in-the-middle support, tool calling and a 128K window.
- Qwen3-Coder Qwen's open-weight coding models under Apache 2.0, from the efficient Qwen3-Coder-Next to the large 480B model, with tool use and long context.
- Gemini Embedding 2 Google's current embedding model, multimodal: it embeds text, images, video, audio and PDFs for search and retrieval.
- Mistral Medium 3.5 A newer open-weight Mistral model for agent and coding work, with image input, tool calling, structured outputs and a 256K window.
MCP servers
View all mcp servers- HubSpot HubSpot's official hosted MCP server lets AI search and manage CRM records, query CRM data and work with marketing emails, pages and posts.
- Google Drive Google's own Drive MCP server lets AI search, read and create files in Google Drive, with your Google Workspace sign-in.
- Notion Notion's official hosted MCP server lets AI search and read pages, create and update pages and databases, query data and add comments.
- Intercom Intercom's official hosted MCP server lets AI search conversations, contacts, companies and help articles, create articles and add notes.
- Confluence Atlassian's official Rovo MCP server lets AI search and read Confluence spaces and pages, create and edit content and add comments and labels.
- Box Box's official MCP server lets AI search and read files, ask questions across documents with Box AI, extract data and upload files.
Glossary terms
View all glossary terms- AI copilot An AI copilot is an assistant built into a tool people already use, which suggests, drafts and explains while the person stays in control.
- RAG RAG, or retrieval-augmented generation, is a method where an AI system first finds relevant passages in your documents, then answers using only those passages.
- Claude Code Claude Code is Anthropic's agentic coding tool, which works in a developer's terminal, IDE, desktop app or browser to read code, run commands and make changes.
- CRM A CRM, or customer relationship management system, stores contacts, companies, deals and interactions so a team can manage its customer relationships in one place.
- Embeddings Embeddings are lists of numbers that represent the meaning of text or images, so software can find items that are similar in meaning.
- Hallucination A hallucination is when an AI model states something false or invented as if it were true, such as a made-up fact, figure or source.
FAQ
Questions from professional services teams
Have a question that is not here? Ask us directly.
It can draft them from your past proposals and the request, which a partner then reviews and finishes. See quote and proposal generation.
Yes, with the consent of everyone present. It prepares summaries, actions and follow-up drafts for review. See meeting notes and follow-ups.
We use AI services under business terms that exclude training on your data and limit access by role. See security and IP ownership.
Yes, and with most tools that offer an API. See third-party integrations.