Industries
AI for Professional Services
AIYatch builds AI for consultancies, agencies, accounting firms and other professional-services businesses: firm-wide knowledge search with citations, proposal and report drafting, client intake and CRM automation, and time-and-billing insights. The goal is to give every fee-earner back hours each week while keeping confidentiality, quality review and client ownership of deliverables intact.
Typical challenges
- Expertise is locked in past deliverables, emails and individual heads.
- Proposals, reports and status updates are rewritten from scratch every time.
- Intake, CRM updates and timesheets eat non-billable hours.
- Client confidentiality limits which AI tools staff are allowed to use.
Typical use cases
Firm knowledge assistant
A RAG system over past engagements, templates and methodologies that answers questions with citations and respects client-level access controls.
Proposal and report drafting
Generative AI that assembles first drafts from your templates, prior work and meeting notes, in the firm’s tone, for consultants to refine.
Client intake and CRM automation
AI agents that qualify inbound enquiries, create CRM records, schedule calls and prepare briefing notes for the account lead.
Meeting and call summarisation
Speech-to-text and summarisation that turn calls into action items, decisions and follow-up emails linked to the right project.
Time, billing and utilisation insights
Analytics that reconstruct billable time from calendars and tools, flag under-billing and forecast utilisation.
Questions from this sector
Access control is enforced at retrieval time. Documents carry client, matter and permission metadata, and the assistant only searches what the requesting user is authorised to see. We test these boundaries explicitly before launch and log every query for audit.
Yes, because the drafts are grounded in your own templates and past proposals, and we tune prompts and style guides with your team. Consultants review and edit everything before it leaves the building; the aim is a strong first draft in minutes, not autopilot.
Usually meeting summarisation and a firm knowledge assistant. Both use data you already have, need modest integration, and save time for every fee-earner from the first week. Intake automation follows once the CRM data model is clean. All three can be scoped and priced within a single discovery sprint.
Related work
Outcomes, not demos.
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