Engagement & proposal automation
Auto-generate proposals, statements of work, and budget estimates from past engagements, templates, and client requirements. Pull relevant experience, bios, and case studies without manual searching.
Industry Solutions / Professional Services
Turn billable hours into institutional leverage.
We build internal AI products for professional services firms — from consulting practices and law firms to accounting firms, engineering companies, and creative agencies. Connect engagement management, knowledge management, time tracking, document review, and client delivery into one operating workflow that captures expertise, accelerates delivery, and protects margin.
From pitch to engagement to delivery
- 01Engagement & proposal automation
- 02Knowledge management & expertise location
- 03Document review & due diligence
- 04Time tracking & utilization
- 05Quality & delivery management
- 06Client relationship & cross-sell
Where work gets stuck
Critical workflows deserve more than another generic tool.
We begin with the operating reality, then design the product around the people, decisions, rules, and evidence already in the work.
Knowledge management & expertise location
AI-powered search across all past work — decks, memos, research, models, and deliverables. Find who has done what, surface relevant precedents, and avoid reinventing the wheel on every new engagement.
Document review & due diligence
Automate contract review, due diligence document analysis, and compliance checking. Extract key terms, flag risks, and generate summary memos from large document sets in minutes instead of days.
Time tracking & utilization
Auto-capture time from calendar, email, and document activity. Track utilization, realization, and profitability by engagement, practice, and partner with real-time dashboards.
Quality & delivery management
Track engagement milestones, deliverable deadlines, review cycles, and client feedback. Surface at-risk engagements before they slip and ensure quality standards are met across all work.
Client relationship & cross-sell
Track client interactions, engagement history, and opportunity pipeline. AI-surface cross-sell and upsell opportunities from client data and relationship mapping.
What we can build
One internal product, assembled around your operation.
Not a standard product you have to work around. A focused operating layer that can connect the tools and data you already use.
Built withManaging partners, COOs, VP of Operations, CKOs, and practice leaders
Proposal generator
AI-powered proposal and SOW generation from past engagements, templates, and client requirements with relevant experience and bios auto-attached.
Knowledge search engine
Semantic search across all firm work product — decks, memos, research, models — with expertise location by topic, industry, and client.
Document review agent
Automated contract analysis, due diligence document review, and compliance checking with key term extraction, risk flagging, and summary generation.
Utilization dashboard
Real-time tracking of billable hours, utilization, realization, and profitability by engagement, practice, and partner with auto-captured time from activity data.
Engagement tracker
Milestone tracking, deadline management, review cycle monitoring, and client feedback collection with at-risk engagement alerts.
Client intelligence CRM
Relationship mapping, engagement history, opportunity pipeline, and AI-surfaced cross-sell recommendations from client interaction data.
Evidence, not promises
Measurable impact for Professional Services.
These are deployment results and study findings, not forecasts for your business. We use them to establish plausibility, then model your ROI from your own volume, time, labor cost, error rate, and throughput.
faster proposal generation
AI-powered proposals from templates and past engagements reduce pitch preparation from days to hours.
Evergence deploymentsannual margin improvement
Improved utilization, faster document review, and reduced reinvention at mid-market professional services scale.
Evergence deploymentsfaster document review
Automated contract analysis and due diligence review with key term extraction and risk flagging.
McKinsey professional services report ↗reduction in time spent searching
AI-powered knowledge search across all firm work product replaces manual document hunting.
BCG knowledge management study ↗The scorecard
Measure the product against operating outcomes.
- Faster proposal turnaround
- Higher utilization and realization
- Captured institutional knowledge
- Accelerated document review and due diligence
More Industry Solutions
Built for other operationally complex teams.
Start small. Prove value. Expand.
Show us one expensive workflow.
We’ll show you the internal AI product that can simplify it.
Start the conversation →