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Explore ChatIndustries · Professional services
AI and automation for professional services
Professional firms sell expertise, but lose hours to admin: enquiries, scheduling, finding past work. AI can take the admin.
Workflows where AI helps
Internal knowledge
Find templates, procedures and past work fast.
Explore KnowledgeDrafts
Draft emails, summaries and reports for review.
Explore BaseContent
Turn expertise into posts, with approval.
Explore SocialOversight we build in
- Experts approve all client advice
- Permission-aware access to client files
- Approved sources only
Working with us
The workflows behind knowledge, communication, service and marketing are similar across industries, so we discuss each sector case by case. Tell us how your team works today and we will tell you honestly where AI helps.
Professional services FAQs
Will AI give advice to our clients?
No. AI handles admin and drafts. Your experts give the advice.
Can it keep client information separate?
Access is set by role, and each person only sees what they are allowed to see.
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Tell us the workflow that takes most of your team's time.