AI FOR PROFESSIONAL SERVICES

AI agents handle the admin, you handle the clients.

Our AI operating system manages the entire job lifecycle: from enquiry and client onboarding, through case management and timesheets, to automatic document preparation and invoicing.

How they hand over work

4 AI agents in the services team4 stages from client to invoicing30 days to custom deployment100% client and job data in your hands

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Your AI services team4 agents · line running

ClientsCLIENTS RUNNING

Received 4 enquiries

01/04

MattersJOBS PRACUJE

Opened a new case

02/04

DocsDOCUMENTS RUNNING

Prepared draft submission

03/04

BillingINVOICING RUNNING

Invoiced timesheets · 3 clients

04/04

Your AI services team

Four agents. One service pipeline.

Each agent takes over where the previous one left off — from client through job and documents to invoicing.

CLIENTS · krok 1 ze 4

Clients

Receives enquiries and creates new clients in the system.

The agent processes an email enquiry, creates a record in the CRM module and prepares materials for onboarding. A human simply verifies and approves the creation of the new client and contact.

Email enquiryClient created in CRM

Manually vs. With Agents

Same work. Without manual re-entry.

Client onboardingManually transcribing data from email into several systems.The AI agent automatically creates a client in the CRM from a single enquiry.

Job managementConstantly looking up information and deadlines in emails and calendars.All tasks, timesheets and deadlines are in one place for the job.

Document preparationRepeatedly copying data into templates with the risk of error.AI generates error-free documents from current data in the system.

Time billingComplex manual addition of hours from spreadsheets and notes.The invoice is automatically compiled from all approved timesheets.

How we build it

Agenti pod kontrolou. Your data.

A single source of truth

All data is connected across the CRM, Projects, Documents and Finance modules.

Human in control

AI agents prepare materials and automate routine; a human always approves key steps.

Data stays with you

The entire system runs on your infrastructure; sensitive client data does not leave your company.

Bespoke solution

We don't build off-the-shelf software, but an AI operating system tailored to your processes.

Deployment

Mapovat. Optimalizovat. Nasadit.

We start with one job type, show the impact, and only then expand. Custom deployment in 30 days.

Process mapping

We analyse your current workflow from enquiry to invoicing.

Optimisation and build

We design and build AI agents to take over routine work.

Deployment and training

Within 30 days, we will deploy the finished system and train your team.

Frequently asked questions

What practices ask.

Our processes are specific. Can you adapt?

Yes. We don't build a universal product, but a system bespoke to your firm. We configure the AI agents exactly according to your established procedures.

What happens to our data? Who will have access to it?

All data stays with you. We deploy the system on your own or a dedicated infrastructure, so sensitive information never leaves your control.

How complex is the integration with our existing tools, like email or calendar?

Integration with common tools like Microsoft 365 or Google Workspace is a standard part of the solution. The system connects to your emails and calendars.

Can AI make mistakes when preparing documents or invoices?

AI only prepares concepts and drafts based on data and approved templates. Every sensitive output, such as a document or invoice, is finally checked and approved by a human.

How long does the deployment of the entire system take?

The standard process from initial analysis to full deployment and training of your team takes less than 30 days.