AI for Professional Services
Scale Your Firm Without Scaling Your Headcount
Client onboarding takes weeks. Proposals take days. Billable hours leak through admin cracks. Your team spends 30% of their time on work that generates zero revenue. The firms that automate their operations now will outgrow their competitors without outspending them.
The Problem
Admin Overhead Is Eating Your Margins
Client onboarding involves endless forms and back-and-forth. Project tracking lives in spreadsheets nobody updates. Your best people spend hours writing proposals that may never close. And every billable minute lost to admin work is revenue your firm will never recover. The problem is not capacity. It is how capacity gets used.
Client onboarding friction slows every engagement
Gathering client information, setting up accounts, defining scope, and getting contracts signed takes 2+ weeks. First impressions suffer and revenue starts late.
Project tracking overhead consumes team time
Updating project status, tracking deliverables, and preparing client reports takes hours away from billable work. The tools designed to save time create their own burden.
Billable hour leakage from admin tasks
Your team captures only 65% of their billable time. The rest is lost to emails, scheduling, internal meetings, and administrative tasks that should be automated.
Proposal creation bottleneck limits growth
Each custom proposal takes 4+ hours to create. Your partners only have so many hours, so new business development gets deprioritized during busy periods.
Automation 01
Client Onboarding
The AI manages the entire onboarding process: collecting client information, generating engagement letters, setting up project structures, and coordinating kickoff meetings. What used to take 2 weeks now takes 3 days.
Full Onboarding
New clients fully onboarded in 3 days instead of 2 weeks. Information collected, systems configured, team briefed, and kickoff scheduled.
Dropped Steps
Every onboarding step tracked and executed. Conflict checks, engagement letters, NDA collection, and system setup all automated.
Info Request
One comprehensive intake form generated per engagement type. Clients provide everything needed upfront instead of drip-feeding over weeks.
Automation 02
Project Tracking
The AI monitors project progress, updates timelines, identifies at-risk deliverables, and generates status reports automatically. Your team updates their work. The AI updates the project.
Automatic Status Updates
Project status inferred from team activity, deliverable completion, and communication patterns. No more Monday morning status meetings just to find out where things stand.
Risk Detection
The AI identifies projects falling behind schedule, scope changes that impact timelines, and resource conflicts before they derail deliverables.
Client Reporting
Professional progress reports generated automatically for client review. Milestones completed, next steps outlined, and budget status clearly communicated.
Resource Allocation
Team workload visibility across all active projects. The AI recommends resource adjustments based on deadlines, skill requirements, and availability.
Automation 03
Time & Billing Automation
The AI captures billable time from team activity, generates invoices from project data, and flags unbilled work before it falls through the cracks. Billable hour capture rates jump from 65% to 90%+ without extra effort from your team.
What the AI Captures
- Time spent on client communications, meetings, and deliverables
- Research time, document preparation, and review activities
- Travel time, phone calls, and ad-hoc client requests
- Out-of-scope work that should trigger change orders
- Unbilled time aging beyond your billing cycle thresholds
What Your Firm Gets
- 90%+ billable hour capture rate without manual time entry
- Auto-generated invoices with detailed time narratives
- Budget vs actual tracking per project and client
- Profitability analysis by client, project type, and team member
- Revenue leakage alerts before work goes unbilled
Automation 04
Proposal Generation
The AI drafts custom proposals from your templates, past engagements, and the prospect's specific needs. A proposal that took 4 hours now takes 30 minutes of review and personalization. Your partners respond to more opportunities and win more work.
Template-Based Drafting
Proposals generated from your winning templates, customized with prospect-specific details, scope, and pricing. Your voice and approach preserved automatically.
Scope & Pricing Suggestions
The AI recommends scope components and pricing based on similar past engagements. Consistent pricing across the firm without partner-by-partner variation.
Case Study Integration
Relevant case studies and client results automatically selected and incorporated. Proposals tell a compelling story backed by your firm's track record.
Automation 05
Client Reporting
The AI generates professional client reports from project data, deliverable status, and key metrics. Weekly, monthly, or milestone-based reporting delivered on schedule without manual assembly.
- Automated progress reports with data-driven insights
- Executive summaries tailored to stakeholder level
- KPI dashboards updated in real time from project activity
Automation 06
Team Coordination
The AI coordinates team assignments, manages handoffs between departments, and ensures nothing falls between the cracks as work moves through your firm. Less overhead. Fewer dropped balls.
- Intelligent task routing based on skills and availability
- Automated handoff notifications with context summaries
- Cross-team visibility into shared client engagements
The Transformation
From Scattered to Streamlined
Before & After RunFrame
| Metric | Before | After RunFrame |
|---|---|---|
| Client onboarding time | 2 weeks | 3 days |
| Billable hour capture rate | 65% | 90%+ |
| Proposal creation | 4 hrs | 30 min |
| Admin overhead | 30% | 10% |
See How AI Can Scale Your Firm
Free 30-minute assessment. We will review your current operations, identify the highest-impact automations, and outline a deployment plan specific to your professional services firm.