Professional services
Agents that find answers in past projects, fill in timesheets and draft invoices, and hand over whenever judgement is needed.
Where the hours goin professional services
The jobs we see most often, and the agents we would put on each one.
What we'd put on it
Finding things in past projects
Project search agent
Finds the answer in past projects and shows where it came from.
Hands over to the project lead to confirm
Proposal draft agent
Drafts the proposal from similar work you have already done.
Hands over to the partner to edit
Meeting notes agent
Writes up client meetings and files the notes on the right project.
Hands over to the project lead to check
What we'd put on it
Timesheets and billing
Time capture agent
Fills in timesheets from calendars and email, so nobody reconstructs the week.
Hands over to each person to check on Friday
Invoice draft agent
Turns approved time into invoices, one per client.
Hands over to the partner to sign off
Invoice chasing agent
Sends reminders in your tone and logs every reply against the invoice.
Hands over to accounts when a customer disputes
What we'd put on it
Client updates and document requests
Status update agent
Drafts the weekly client update from the project’s tasks and emails.
Hands over to the project lead to send
Document request agent
Chases clients for the documents a job is waiting on.
Hands over to the project lead after two reminders
Inbox sorting agent
Files client emails by project and flags the ones waiting on you.
Hands over to the account lead
Most of what your firm knows sits in past projects.The Company Brain finds it with the source, and agents turn it into proposals, timesheets and invoices.
How it starts
- 01
An assessment
Our engineers sit with your team, map every process and show you where the hours go. You leave with a clear plan for what to hand to agents first.
About the assessment - 02
The Coreform OS
We install it inside your company. Its Company Brain plugs into your tools, so anyone can ask it anything and get an answer with the source.
Explore the Coreform OS - 03
Agents, then every month
We put agents on one process at a time. On a monthly plan we keep them running, fix what changes and ship the next agent where it saves the most time.
Start with the hours nobody can bill.
For SMEs and mid-market companies. It starts with a paid assessment, and a plan you can act on.