6 AI workflows for Professional Services
Two badges on every card. Complexity describes the build. Deployment describes where it runs.
Engagement intake and staffing match
Reviews new engagement requests against staff skills, availability and utilization targets, then proposes a team. The resourcing lead confirms the match before anyone is assigned.
Systems: Salesforce · Kantata · BambooHR
- Complexity: Starter
- Deployment: Platform-native
Timesheet exception review
Checks weekly time entries against project budgets and flags missing, late or over-budget hours before invoicing. The project manager approves any adjustment.
Systems: Harvest · QuickBooks Online
- Complexity: Starter
- Deployment: Platform-native
SOW drafting from discovery notes
Drafts a Statement of Work from call notes, using the firm's prior SOWs for structure and standard terms. The engagement partner edits and approves every draft before it leaves the firm.
Systems: HubSpot · Google Workspace · PandaDoc
- Complexity: Standard
- Deployment: Platform-native
Client status report assembly
Compiles weekly client status reports from the project tracker, time entries and open issues. The project manager reviews and sends.
Systems: Jira · Harvest · Microsoft 365
- Complexity: Starter
- Deployment: Platform-native
Proposal compliance check against the RFP
Reads an RFP, builds a requirements checklist and checks the draft proposal against it, flagging gaps and missing attachments. The proposal lead decides how to close each gap.
Systems: SharePoint · Loopio
- Complexity: Standard
- Deployment: Platform-native
Firm knowledge assistant with client boundaries
Answers staff questions from past deliverables and internal guidance, citing its sources and respecting client-by-client access rules. Staff verify anything before it is reused in client work.
Systems: SharePoint · Google Drive · iManage
- Complexity: Standard
- Deployment: HeyQuinn recommended