AI in professional services.

Evaluate proposal and delivery assistants through the work your team accepts, corrects, and delivers.

Example workflow

Where agents work.

Engagement scoper: Drafts engagement scopes from discovery transcripts and comparable past projects for partner review.
Proposal drafter: Generates first-draft proposals and SOWs against the firm's win-pattern playbook.
Status reporter: Summarizes weekly engagement status from PM tools and timesheet data and drafts the client update.
Margin watchdog: Monitors engagement burn against budget and flags margin drift before the next QBR.
Renewal orchestrator: Tracks engagement health signals, drafts renewal materials, and schedules the renewal conversation early.

Proposal win rate: Agent-drafted proposals closed, versus team-drafted baseline.
Engagement margin lift: Margin delta on engagements the agent scoped or reported.
Cycle time: Median time from RFP or discovery to delivered proposal.
Override rate: Frequency of partner or PM rewrites of agent drafts.
Realization rate: Billable-hours realization on agent-scoped engagements versus baseline.

Measurement depends on your source records and mapping. These are signals to evaluate, not automatically collected metrics.

Source coverage and outcome attribution depend on the records you provide.

We’ll review your source data and agree what to measure.