AI for Professional Services
Professional service firms spend too much time on proposals, reports, and administration. AI Agents automate repetitive work so consultants have more time for client contact and strategic advice.
Where time is lost in professional services
AI solutions that actually take over the work
No off-the-shelf standard — agents tailored to your process. A selection of what we build for professional services:
Proposal assistant
AI generates proposals based on client conversations, past projects, and templates. Significantly less time on proposals, consistently high quality.
Automatic time tracking
AI logs hours based on calendar, email, and project activity. No more manual timesheets, but accurate invoicing.
Knowledge base & insights
AI indexes project reports, presentations, and emails. Consultants find the right information in seconds, including context and source references.
Lead scoring & follow-up
AI analyses leads, prioritises by revenue potential, and sends personalised follow-up emails automatically.
Works with your current software
Our AI Agents connect to the tools you already use — no migration needed.
Frequently asked questions
Can AI really write good proposals?
AI generates a draft proposal based on client information, past projects, and your own templates. The consultant adjusts the proposal and sends it on. Result: significantly less time on proposal work, consistently professional quality.
How does automatic time tracking work?
The AI analyses your calendar appointments, email activity, and project tools to automatically log hours. You only need to approve the suggestions. Works with Google Workspace, Microsoft 365, AFAS, and other HR systems.
Is our client data safe with AI processing?
Yes. All data is processed on secure EU servers, fully GDPR-compliant. Client data is not shared with third parties and is not used for AI training. We provide a standard data processing agreement.
From advice to a running agent
UnifyAI builds AI Agents for the professional services sector. We automate proposal assistant, automatic time tracking, knowledge base & insights, lead scoring & follow-up — GDPR-compliant, EU-hosted, with a human in the loop. We connect to your existing software and start with the highest-impact process first.