Industries · Professional services
AI for professional services, so more hours are billable.
Agencies, consultancies, accounting and law firms sell expertise, not admin. Autonomy takes the administration away so senior time goes to clients.
The challenge
Where professional services work slows down.
In a professional services firm, the most expensive people often spend their evenings on proposals, research briefs and client reports, and timesheets and invoices always run late. Each task is necessary, but none is the reason a client hired the firm.
Quality and confidentiality matter more than speed here. Any system that drafts client-facing work has to cite its sources, protect client data strictly and leave the professional judgement, and the professional's name on the work, with the professional.
What we build
Four professional services workflows we automate.
Each one is designed around your own systems and approvals. What stays with your people is stated up front.
Proposals
Drafts proposals and RFP responses from your past work, case studies and pricing models, ready for a partner to shape.
Stays with peopleStrategy, pricing and the decision to bid.
Research
Researches companies, markets and documents and delivers structured briefs with sources, so a person can verify rather than start from scratch.
Stays with peopleInterpretation and the advice built on the research.
Client reporting
Builds recurring client reports from your tools and drafts the commentary for review.
Stays with peopleReview, insight and the client conversation.
Time and billing
Reminds teams about timesheets, reconciles hours against budgets and prepares invoices.
Stays with peopleBilling decisions, write-offs and client negotiations.
Where to start
A first system for professional services, with authority earned.
Time and billing, and recurring client reports, are good places to start because they are repetitive, well understood and tied directly to revenue and cash. The system begins at Level 2, preparing each report or invoice for review.
Proposals and research follow, where the value is in the first draft and its sources. A professional always reviews the work before it reaches a client.
Autonomy is a dial, not a switch: every system advances through five levels only as quickly as measured performance allows. See how authority is earned, and how we design for Thailand.
Governance
Guardrails for professional services, built in from the first week.
Client confidentiality
Access is scoped by client and engagement, nothing from one client is used for another and customer data is not used to train models.
Sources on every claim
Research and reports cite where each fact came from, so reviewers can check it quickly.
A person signs the work
Client-facing output is drafted by the system and approved by a named professional before it is sent.
Questions
Professional services, answered.
Is client data used to train AI models?
No. Customer data is not used to train models, and access is scoped to the task and the client.
Will it write proposals in our style?
It drafts from your past proposals, case studies and templates so the first draft sounds like your firm, and a partner edits it.
Can it connect to our time and billing system?
It works inside the tools you already use. We confirm the specific systems and permissions during mapping.
Keep exploring
Related pages.
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ArticleHow to choose the first function to automate
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Begin
Tell Primues where professional services work slows down.
Primues will outline the opportunity and connect you with an architect from our team, on LINE or this website.