Professional Services

Give your professionals more time for billable work.

Law firms, accounting practices, and consultancies lose thousands of billable hours each year to intake, follow-up, and content creation. We automate all of it β€” without changing how you work with clients.

Book a Discovery Call
8 hrs/wk
Saved per professional on non-billable work
5x
More content published vs. manual effort
100%
Intake documentation compliance
Fast
Path to first live AI implementation

Problems we solve

The problem

Client intake is manual, slow, and inconsistently documented

Our solution

AI-guided intake assistants collect information, set expectations, and populate your CRM β€” before the first meeting.

The problem

Professionals spend 30% of their time on billable admin

Our solution

AI drafts billing summaries, status updates, and follow-up emails β€” reviewed and sent in seconds, not hours.

The problem

Marketing is neglected because billable work always comes first

Our solution

SEOMate runs your content marketing in the background β€” publishing thought leadership content consistently, without your time.

The problem

Document templates are inconsistently applied across staff

Our solution

AI-assisted document generation ensures every client-facing document matches your templates and house style.

Services we deploy for professional services firms

AI Client Intake

A conversational AI assistant collects matter details, conflict-checks, and documents client intake β€” before the first meeting or billing clock starts.

ClawdGo.comAskUsers.ai

Thought Leadership Content

Regular articles, guides, and newsletters on topics your clients search for β€” written to your expertise level and published on your schedule.

SEOMate.ai

Billing & Status Update Automation

AI drafts time-narrative summaries, monthly billing emails, and matter status updates β€” cutting the time your professionals spend on non-billable communication.

AskUsers.aiCCAPI.ai

Document Generation

AI-assisted drafting of routine documents β€” proposals, engagement letters, status reports β€” using your templates and past work as reference.

CCAPI.aiClawdGo.com

Common questions

Is AI appropriate for sensitive client data in professional services?

We configure all AI implementations with data minimization in mind β€” the AI assistant does not store sensitive matter details, and we use on-premise or private cloud deployments where required.

Do we need to change our billing or practice management software?

No. We integrate with your existing tools (Clio, MyCase, QuickBooks, Xero, etc.) and add AI on top of your current workflow, not instead of it.

Will the content marketing sound like us?

Yes. SEOMate is trained on your existing content, bio, and style preferences. Every piece is reviewed and approved by your team before publishing.

We have 12 staff. Is this the right size?

Professional services firms from 5 to 100 staff are our core market. Smaller firms gain the most β€” AI multiplies what a small team can produce and respond to.

Find out how many billable hours AI can recover

Book a 30-minute assessment. We will calculate the hours your firm currently loses to non-billable work and show you what automation would recover.

AI for Professional Services | Orris AI