Enquiry triage01
Enquiry triage
Reads incoming enquiries and RFQs, summarises the scope, and routes them to the right principal.
Written on the project
RFQ from council · Civil · Due Friday · Assigned to Sam
Professional services · AI agents
AI agents for professional services firms.
Agents that draft, chase, check and summarise inside your firm's system, so your people spend their time on billable work. Nothing reaches a client without a person approving it.
Project 2214 · civil design
Council client · Activity on the project
Enquiry from council received8:50am
Fee proposal drafted by stage10:20am
Stage 2 at 85% of fee1:05pm
3 timesheets missing, reminders sent4:30pm
The rule
AI does the admin. Your people make the calls.
Every agent has one job, works from your firm's rules, and hands over to a person when a decision needs judgment. It writes what it did on the project, so anyone can see why.
RulesAlways the same
Create project from proposalSet stage budgetsSend remindersPush invoices
AgentsNeed reading
DraftingChasingCheckingSummarising
Your peopleNeed judgment
AdviceDesignPricingApproval
What agents handle in a consultancy
Six jobs agents do well.
Proposal drafting02
Proposal drafting
Builds a fee proposal by stage from your rates, templates and similar past projects. Never sent without a principal.
Written on the project
Draft ready · Based on 3 similar projects · Not sent
Timesheet chasing03
Timesheet chasing
Reminds people who haven't entered time and flags hours coded to the wrong stage.
Written on the project
3 timesheets missing · Reminders sent
Budget watching04
Budget watching
Tracks hours and costs against each stage's fee and warns before a project overruns.
Written on the project
Stage 2 at 85% of fee · PM alerted
Variation spotting05
Variation spotting
Reads client emails and meeting notes for out-of-scope requests and flags them for a variation.
Written on the project
Extra site visit requested · Variation suggested
Project health summaries06
Project health summaries
A weekly summary for directors: margin, risks and the projects that need attention.
Written on the project
Weekly summary ready · 3 projects flagged
Your firm's rules, not ours
A firm profile you control.
Agents work from a profile your firm owns: your services and rates, fee structures by project type, proposal templates, who approves what, budget thresholds and how you report to directors. You can read it and change it at any time.
The agents read it. They don't invent it.
Rate cardEdit
Principal $260/hrSenior engineer $195/hrEngineer $150/hrDrafter $120/hr
Stage templatesEdit
ConceptDetailed designTenderConstruction phase
Budget alertsEdit
Warn at 80% of stage feeEscalate at 100%
ApprovalsEdit
Proposals over $50k · directorVariations · project manager
Director reportingEdit
Weekly health summaryMonthly WIP
Built for consultancy work
Safe enough for client work.
- No advice, nothing sent on its own.Agents draft, check and sort. A person approves anything that reaches a client.
- Every decision explained.Each action is logged with its reasoning.
- Only what the job needs.Each agent reaches only the data its job requires.
- Australian hosting.Your firm's system runs in its own environment, in Australia. Your data isn't used to train AI models.
- Your AI account, at cost.Usage runs on your firm's own account, with no markup.
- 8:50amAgentSummarised council RFQ and routed to S. PatelReason: Civil scope; Sam leads council roads work.
- 10:20amAgentDrafted fee proposal by stageReason: Based on 3 similar council projects and the current rate card.
- 1:05pmAgentAlerted PM: stage 2 at 85% of feeReason: Budget alert threshold is 80% in the firm profile.
- 3:10pmPersonProposal reviewed and sent to clientReason: D. Hale adjusted stage 3 and approved.
Part of the system, not a separate tool
Built into how your firm works.
Agents aren't a chatbot bolted onto your existing tools. They sit inside the custom system that replaces your CRM, project tool and spreadsheets, alongside proposals, projects, resourcing and billing, and connect to Xero, Microsoft 365 and your document control. Your team can also use Claude, ChatGPT or Copilot with the system through MCP, with the same access they already have.
See custom software for professional servicesClaudeChatGPTCopilot
MCP · same access as your team
Your firm's custom systemHosted in Australia
Proposals
Agents
Projects
Billing
Integrations · the tools you keep
XeroMYOBMicrosoft 36512d SynergySharePoint
FAQ
Frequently asked questions
Will the AI give advice or do our design work?
No. Agents draft, chase, check and summarise. Advice, design and pricing decisions stay with your people.
Does anything go to clients automatically?
No. A person approves every proposal, email and report before it's sent.
Can it draft fee proposals?
Yes. It drafts from your rates, templates and similar past projects. A principal reviews, adjusts and sends.
What if an agent gets something wrong?
Anything it's unsure of goes to a person, and every action is logged with its reasoning, so it's easy to check and correct.
Is our data used to train AI?
No. Your data stays in its own Australian environment and runs on your own AI account.
Which AI models do you use?
Leading models from Anthropic, OpenAI and Google, chosen for each job.
Get started
See what agents could take off your team's plate.
Show us a workflow that's slowing your firm down. We'll map it and show you how it could work in seven business days. Free.
We reply within one business day to confirm it's a good fit.
One hour with your team to see the process, the systems behind it and what you want to improve.
Seven days later, you click through a prototype of your workflow. We follow up with a fixed price for the full build.
No access to your systems needed. We build on sample data.
Prefer to talk it through? Book a call.
Request your free prototype
Tell us the process. We'll confirm it's a fit on a short call.