[{"data":1,"prerenderedAt":91},["ShallowReactive",2],{"ind-detail-professional-services":3,"ind-work-professional-services":47,"ill-industries\u002Fprofessional-services":90},{"slug":4,"title":5,"icon":6,"summary":7,"challenges":8,"useCases":13,"relatedServices":29,"faq":34,"seo":44},"professional-services","Professional Services","briefcase","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.",[9,10,11,12],"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.",[14,17,20,23,26],{"title":15,"text":16},"Firm knowledge assistant","A RAG system over past engagements, templates and methodologies that answers questions with citations and respects client-level access controls.",{"title":18,"text":19},"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.",{"title":21,"text":22},"Client intake and CRM automation","AI agents that qualify inbound enquiries, create CRM records, schedule calls and prepare briefing notes for the account lead.",{"title":24,"text":25},"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.",{"title":27,"text":28},"Time, billing and utilisation insights","Analytics that reconstruct billable time from calendars and tools, flag under-billing and forecast utilisation.",[30,31,32,33],"rag-systems","generative-ai-llm","ai-automation","ai-agents",[35,38,41],{"q":36,"a":37},"How do you keep one client’s data from surfacing to another team?","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.",{"q":39,"a":40},"Will AI-drafted proposals sound like us?","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.",{"q":42,"a":43},"What is the fastest win for a professional-services firm?","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.",{"title":45,"description":46},"AI for Professional Services: Knowledge & Drafting | AIYatch","AI for consultancies, agencies and accounting firms: knowledge search with citations, proposal drafting, intake and CRM automation, meeting summaries and billing insights.",[48,62,74],{"path":49,"title":50,"description":51,"industry":5,"services":52,"results":54,"cover":61,"coverAlt":61},"\u002Fwork\u002Fenterprise-rag-knowledge-base","RAG knowledge base for an enterprise services firm","A retrieval-augmented assistant over thousands of internal documents, with citations and role-based access.",[30,53,31],"ai-integration",[55,58],{"value":56,"label":57},"~70%","faster answers to policy and process questions",{"value":59,"label":60},"100%","answers with source citations",null,{"path":63,"title":64,"description":65,"industry":5,"services":66,"results":67,"cover":61,"coverAlt":61},"\u002Fwork\u002Fcrm-automation-plugin","AI plugin for CRM automation","An agent inside the client's CRM that enriches leads, drafts follow-ups and updates records from email and call notes.",[33,32,53],[68,71],{"value":69,"label":70},"10+ hrs","saved per rep per week",{"value":72,"label":73},"-90%","missing CRM fields on new leads",{"path":75,"title":76,"description":77,"industry":5,"services":78,"results":79,"cover":88,"coverAlt":89},"\u002Fwork\u002Fmulti-agent-market-research-system","Multi-agent research and reporting system for a consulting firm","A team of specialised AI agents that gathers sources, cross-checks facts and drafts cited briefings, cutting first-draft research time from days to hours.",[33,30,31],[80,83,85],{"value":81,"label":82},"2–3 days → ~4 hrs","to a reviewed first-draft briefing",{"value":59,"label":84},"of claims linked to a source",{"value":86,"label":87},"~35%","less analyst time per engagement kick-off","\u002Fcovers\u002Fwork\u002Fmulti-agent-market-research-system.svg","Abstract navy cover with a rising cyan course line","\u003Csvg xmlns=\"http:\u002F\u002Fwww.w3.org\u002F2000\u002Fsvg\" viewBox=\"0 0 640 480\" role=\"img\" aria-hidden=\"true\">\u003Cg fill=\"none\" stroke=\"currentColor\" stroke-width=\"5\" stroke-linecap=\"round\" stroke-linejoin=\"round\">\u003Crect x=\"170\" y=\"200\" width=\"300\" height=\"210\" rx=\"18\"\u002F>\u003Cpath d=\"M260 200V170a16 16 0 0 1 16-16H364a16 16 0 0 1 16 16V200\"\u002F>\u003Cline x1=\"170\" y1=\"279.8\" x2=\"470\" y2=\"279.8\" stroke-width=\"3.5\"\u002F>\u003Crect x=\"300\" y=\"267.8\" width=\"40\" height=\"24\" rx=\"6\"\u002F>\u003Ccircle cx=\"320\" cy=\"281\" r=\"7\" fill=\"var(--accent, #0E7490)\" stroke=\"none\"\u002F>\u003Cg stroke-width=\"3.5\">\u003Cpath d=\"M490 100H562L580 118V220H490Z\"\u002F>\u003Cpath d=\"M562 100V118H580\"\u002F>\u003Cline x1=\"506\" y1=\"128\" x2=\"562\" y2=\"128\" stroke-opacity=\"0.45\"\u002F>\u003Cline x1=\"506\" y1=\"144\" x2=\"546\" y2=\"144\" stroke-opacity=\"0.45\"\u002F>\u003Cline x1=\"506\" y1=\"160\" x2=\"562\" y2=\"160\" stroke-opacity=\"0.45\"\u002F>\u003Cline x1=\"506\" y1=\"176\" x2=\"536\" y2=\"176\" stroke-opacity=\"0.45\"\u002F>\u003C\u002Fg>\u003Cg stroke-width=\"3.5\">\u003Ccircle cx=\"110\" cy=\"370\" r=\"30\"\u002F>\u003Cpath d=\"M110 353.5V370H123.5\"\u002F>\u003Ccircle cx=\"110\" cy=\"370\" r=\"3\" fill=\"var(--accent, #0E7490)\" stroke=\"none\"\u002F>\u003C\u002Fg>\u003Ccircle cx=\"560\" cy=\"198\" r=\"6\" fill=\"var(--accent, #0E7490)\" stroke=\"none\"\u002F>\u003C\u002Fg>\u003C\u002Fsvg>",1792973682217]